Critical Minerals

Critical minerals have been called the oil of the twenty-first century and are crucial in cutting-edge defense and AI technologies. CSIS is spearheading research on how critical minerals and their supply chains can impact global economies, technology competition, and national security.

Latest Analysis


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Photo: MANDEL NGAN/AFP via Getty Images

Photo: MANDEL NGAN/AFP via Getty Images

What’s in the New U.S.-Saudi Minerals Agreement?

The U.S.-Saudi minerals partnership marks a realignment in global supply chains—pairing Saudi Arabia’s vast heavy rare earth reserves with significant U.S. investment to build a mine-to-magnet pathway that directly reduces China’s leverage and strengthens allied security.

Critical Questions by Gracelin Baskaran— November 19, 2025

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A man casts a fishing net in the sunset.

A New Landscape for Development: Recommendations

Digital Report by Noam Unger, Andrew Friedman,and Hadeil Ali— November 13, 2025

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A man walks through a destroyed field.

A New Landscape for Development: The Ground Has Shifted

Digital Report by Noam Unger, Andrew Friedman,and Hadeil Ali— November 13, 2025

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A man sits in a field of purple flowers.

A New Landscape for Development: Examining Impacts, Capabilities, and Opportunities

Digital Report by Hadeil Ali, Andrew Friedman, Noam Unger, J. Stephen Morrison, Katherine E. Bliss, Romina Bandura, Caitlin Welsh, David Michel, Rose Parker,and Joely Virzi— November 13, 2025

Past Events


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Photo: Izanbar photos/Adobe Stock

Photo: Izanbar photos/Adobe Stock

Critical Minerals: 2025 Year in Review & Looking Ahead to 2026

December 15, 2025 • 9:00 am – 5:00 pm EST
Hosted byCritical Minerals Security Program
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Photo: CSIS

Photo: CSIS

Deploying Critical Minerals Price Support Mechanisms

December 11, 2025 • 9:00 – 11:00 am EST
Hosted byCritical Minerals Security Program
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BHP Fireside

What's Behind the Copper Hype? | A Fireside Conversation with BHP Americas President Brandon Craig

October 22, 2025 • 3:00 – 3:30 pm EDT
Hosted byCritical Minerals Security Program
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Photo: Gerald Zaffuts/Adobe Stock

The Future of Critical Minerals and National Security: 2025 CSIS-West Point Conference

October 8, 2025 • 8:30 am – 4:00 pm EDT
Hosted byCritical Minerals Security Program

Experts


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5Baskaran
Director, Critical Minerals Security Program
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Jerry McGinn
Director, Center for the Industrial Base and Senior Fellow, Defense and Security Department

AllCritical Minerals Content


1 - 10 of 124 results

Critical Minerals: 2025 Year in Review & Looking Ahead to 2026

Please join the CSIS Critical Minerals Security Program for a Year in Review event, as we reflect on what changed, what endured, and what comes next in the critical minerals landscape.

Event— December 15, 2025

Deploying Critical Minerals Price Support Mechanisms

Join the CSIS Critical Minerals Security Program for an event on deploying critical minerals price support mechanisms.

Event— December 11, 2025

What’s in the New U.S.-Saudi Minerals Agreement?

The U.S.-Saudi minerals partnership marks a realignment in global supply chains—pairing Saudi Arabia’s vast heavy rare earth reserves with significant U.S. investment to build a mine-to-magnet pathway that directly reduces China’s leverage and strengthens allied security.

Critical Questions by Gracelin Baskaran— November 19, 2025

A New Landscape for Development: Examining Impacts, Capabilities, and Opportunities

Cuts to foreign assistance have been among the most sweeping changes of the second Trump administration. This compendium dives deep into the impacts on fields across the development ecosystem and potential opportunities within this new landscape.

Digital Report by Hadeil Ali, Andrew Friedman, Noam Unger, J. Stephen Morrison, Katherine E. Bliss, Romina Bandura, Caitlin Welsh, David Michel, Rose Parker,and Joely Virzi— November 13, 2025

A New Landscape for Development: Recommendations

Cuts to foreign assistance have been among the most sweeping changes of the second Trump administration. These recommendations provide guidance on how the U.S. can engage meaningfully and productively in the world despite the significant changes.

Digital Report by Noam Unger, Andrew Friedman,and Hadeil Ali— November 13, 2025

A New Landscape for Development: The Ground Has Shifted

Cuts to foreign assistance have been among the most sweeping changes of the second Trump administration. This digital report examines the context, current state, and early impacts of these dramatic changes and opportunities within this new landscape.

Digital Report by Noam Unger, Andrew Friedman,and Hadeil Ali— November 13, 2025

Ten Years of C5+1: U.S.–Central Asia Minerals Cooperation

Amid a changing donor landscape, the United States has an opportunity to realign and leverage its full range of financing tools to promote economic growth abroad while safeguarding its national security interests.

Commentary by Gracelin Baskaranand Kamal Aubakirov— November 4, 2025

Ahead of APEC, Trump Signs Flurry of Bilateral Minerals Agreements on Asia Tour

Leading up to the Asia-Pacific Economic Cooperation (APEC) summit in South Korea, President Trump signed new bilateral minerals agreements between the United States and Australia, Japan, Malaysia, and Thailand, marking an escalation in minerals diversification efforts.

Critical Questions by Gracelin Baskaranand Meredith Schwartz— October 31, 2025

Six Months Since the U.S.-Ukraine Minerals Deal Was Signed—What Now?

Six months ago, the U.S. and Ukraine launched the Reconstruction Investment Fund, placing critical minerals at its core to advance Ukraine’s economic recovery and enhance U.S. minerals security. What progress has been made to date, and what key actions are still required?

Commentary by Gracelin Baskaran— October 30, 2025

What's Behind the Copper Hype? | A Fireside Conversation with BHP Americas President Brandon Craig

Please join the CSIS Critical Minerals Security Program for a conversation with Brandon Craig, President of BHP's Minerals Americas, on how the U.S. and its allies can strengthen copper security.

Event— October 22, 2025