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

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

A New Landscape for Development: Recommendations
Digital Report by Noam Unger, Andrew Friedman,and Hadeil Ali— November 13, 2025

A New Landscape for Development: The Ground Has Shifted
Digital Report by Noam Unger, Andrew Friedman,and Hadeil Ali— November 13, 2025

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

Photo: Izanbar photos/Adobe Stock
Critical Minerals: 2025 Year in Review & Looking Ahead to 2026

Photo: CSIS
Deploying Critical Minerals Price Support Mechanisms

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

The Future of Critical Minerals and National Security: 2025 CSIS-West Point Conference
AllCritical Minerals Content
Filter by
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













