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Wire · operational-macro

U.S. pours billions into critical minerals push to loosen China's grip

Published

27 September 2026

Topic

operational-macro

◆ Sectors

Industrial

◆ Geography

United States

◆ Source

Read at tradingview.com →

◆ Verified

Fusion42 · 28 September 2026 · Fusion42 review

The U.S. government is investing billions to reduce reliance on China for critical minerals essential to defense and technology by boosting domestic and allied supply chains of mining, refining, and magnet production. This effort includes multi-agency support and partnerships with allies but faces challenges due to the long lead times required to build new capacity and ongoing Chinese influence over processing and exports.

This Wire brief sits within Fusion42's coverage of Industrial.

◆ ◆ The Wire takeaway

You face a shifting supply chain where Chinese dominion over critical minerals is shrinking but not vanishing. You need to explore partnerships outside China now and prepare for up to several years of supply volatility before alternatives fully emerge.

◆ Coverage

1 source · 27 Sep 2026

◆ Related on Wire

◆ Topics

Industrialcritical-mineralsus-china-rivalrysupply-chainminingindustrial-policyallied-cooperation