Global demand for critical minerals such as lithium, cobalt,
nickel, and rare earths is accelerating as countries race to build
AI infrastructure, expand grids, transition to electric vehicles,
and modernize military forces. Policymakers in the United States
have voiced concerns with the economic and national security risks
posed by the dominant role China plays in the sourcing of such
minerals.
President Trump has issued a series of executive orders intended
to expand domestic development of mineral resources needed to power
the U.S. economy and protect national interests. But the
administration could also take steps to facilitate the import of
materials suitable for critical minerals recycling to boost
domestic recovery of these minerals.
