Alaska Miner Magazine, Summer 2025

Our minerals are essential to U.S. security, innovation

minerals, we are 50%, 76%, 48% and 100% dependent on imports, leaving our EV supply chains operating at the mercy of foreign suppliers. The persistent and unnecessary U.S. import reliance for many of these min- erals, includes a deep reliance on foreign adversaries like China, which is the larg- est global processor of copper, lithium and cobalt, and controls 90% of the world’s rare earths processing. This foreign domination of our min- erals supply chains presents a significant strategic and economic risk to the United States and our ability to continue develop- ing and commercializing groundbreaking technologies. Supply chain disruptions are a looming threat and recent actions by China to restrict rare earth exports pose risks to America’s AI, semiconductor, and defense capabilities. Against these challenges, several recent actions by the Trump administration and Congress are moving us closer to Amer- ican mineral independence. The Trump administration has rolled out a series of mineral-focused initiatives, including an April Executive Order focused on Ameri- ca’s mineral import reliance and national security vulnerabilities, improved per- mitting timelines, and efforts to reverse unnecessary withdrawals or project reversals. In Congress, several minerals-related bills have been introduced that focus on America’s mineral vulnerabilities and ex- panding domestic mining operations. The U.S. must reduce our import reli- ance by cementing these positive changes and fully commit to building a resilient, domestic minerals supply chain — one capable of powering the technologies of tomorrow. Minerals Make Life is a National Mining Association initiative created to share information about domestic minerals mining and its importance to the econo - my, innovation for the future and national security. This initiative will share mining news and educate America’s policymak - ers, influencers and the public, and enable them to make informed decisions about U.S. mining. Minerals Make Life aims to engage consumers, policy-makers U.S. mining employees, suppliers and other key stake - holders in communities nationwide to speak about the need to create policy pre - scriptions critical to ensuring we have the minerals we need for economic prosperity and national security.

Minerals have always been indis- pensable to innovation in the United States, powering milestones from the electrification of cities and the rise of the automotive industry to advance- ments in aerospace and telecommu- nications. Today, the growth of transforma- tive technologies — such as artificial intelligence, electric vehicles and data centers — is at risk. Despite robust domestic resourc- es, many of the minerals essential to America’s most innovative industries are sourced primarily from overseas — posing significant economic and national security risks for the United States. Artificial Intelligence and Semicon - ductors Semiconductors are essential

The foreign domination of our minerals supply chains presents a significant strategic and economic risk to the United States and our ability to continue developing and commercializing groundbreaking technologies.

for everything from electronics and automotives, to medical devices and military technologies, and cannot be made without minerals like gallium, germanium, palladium and silicon. But looking at those minerals, the U.S. is 100%, 50%, 36% and 50% reliant on imports for each respec- tively.

Electric Vehicles The electric vehicle market has rapidly grown over the past five years, making up over 21% of U.S. auto sales in 2024, alongside hybrid cars. These vehicles use a myriad of minerals like lithium, cobalt, nick- el and graphite for wiring, batteries and storage infrastructure. For those

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The Alaska Miner

Summer 2025



www.AlaskaMiners.org

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