PM Sessions | Critical Minerals: 2025 Year in Review & Looking Ahead to 2026 | Center for Strategic & International Studies

This podcast episode focuses on domestic and international mineral security, with discussions on the White House's vision for minerals, permitting, financing, and the role of copper security. It explores mineral diplomacy, taking cues from China's foreign policy approach to securing minerals globally. The episode features panels with experts from Vale Base Metals, Orion Critical Minerals Consortium, DFC, and the Export-Import Bank of the United States, addressing tools and strategies for meeting mineral ambitions. Discussions cover public-private partnerships, government and industry coordination, risk management, supply chain resiliency, and the role of the Western Hemisphere in diversifying supply chains. The episode also includes fireside chats with Senator Cortez Masto and Senator Bill Hagerty, focusing on policy perspectives, legislation, and the importance of strengthening U.S. critical minerals security. A tech spotlight with Terra AI discusses the application of artificial intelligence to mineral extraction.

Outlines

Part 1: Morning Session Recap & Mineral Diplomacy

Part 2: Financing & Investment Initiatives

Part 3: Risk Management & Project Development

Part 4: U.S. Diplomacy & Investment Facilitation

Part 5: Legislative Perspectives

Part 6: Senator Hagerty's Insights

Part 7: Tech & Innovation

Part 8: Closing Remarks

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

Center for Strategic & International Studies

Part 1: Morning Session Recap & Mineral Diplomacy

00:00Recap of Morning Sessions and Introduction to Mineral Diplomacy

Recap of Morning Sessions and Introduction to Mineral Diplomacy

Part 2: Financing & Investment Initiatives

02:00DFC's Role in Advancing U.S. Minerals Diplomacy

DFC's Role in Advancing U.S. Minerals Diplomacy

07:51EXIM's Supply Chain Resiliency Initiative and Priorities

EXIM's Supply Chain Resiliency Initiative and Priorities

11:40Orion's Critical Minerals Consortium Model

Orion's Critical Minerals Consortium Model

15:08Government and Industry Coordination for Mining Projects

Government and Industry Coordination for Mining Projects

Part 3: Risk Management & Project Development

19:12Risk Management and Standards in Critical Minerals Financing

Risk Management and Standards in Critical Minerals Financing

22:35EXIM's Credit Discipline and Flexibility

EXIM's Credit Discipline and Flexibility

26:31Mitigating Risks in Mining Projects

Mitigating Risks in Mining Projects

29:27Prioritizing Projects and Vertical Integration

Prioritizing Projects and Vertical Integration

31:55The Role of the Western Hemisphere in Diversifying Supply Chains

The Role of the Western Hemisphere in Diversifying Supply Chains

36:02The Reauthorized DFC and Mineral Security Needs

The Reauthorized DFC and Mineral Security Needs

39:09DFC's Role in Complex Jurisdictions

DFC's Role in Complex Jurisdictions

40:46EXIM's Project Prioritization and Streamlining

EXIM's Project Prioritization and Streamlining

45:08Better Models for Community Benefit Sharing

Better Models for Community Benefit Sharing

49:24Recommendations for Continuing Momentum

Recommendations for Continuing Momentum

Part 4: U.S. Diplomacy & Investment Facilitation

52:26Introduction to Reggie Singh and Evolution of Critical Minerals in U.S. Diplomacy

Introduction to Reggie Singh and Evolution of Critical Minerals in U.S. Diplomacy

57:25Administration's Efforts to Facilitate Investment

Administration's Efforts to Facilitate Investment

1:00:35Countering China's Belt and Road Initiative

Countering China's Belt and Road Initiative

1:05:05Bilateral MOUs and Strategic Impetus

Bilateral MOUs and Strategic Impetus

1:10:03Key Aspects and Prioritization for 2026

Key Aspects and Prioritization for 2026

Part 5: Legislative Perspectives

1:15:01Introduction to Senator Cortez Masto and Focus on Strengthening U.S. Critical Minerals Security

Introduction to Senator Cortez Masto and Focus on Strengthening U.S. Critical Minerals Security

1:17:17Mining in Nevada

Mining in Nevada

1:19:58Streamlining Permitting

Streamlining Permitting

1:24:02Restoring American Minerals Security Act

Restoring American Minerals Security Act

1:27:50Aligning with the Executive

Aligning with the Executive

1:31:06Environmentalists and Mining

Environmentalists and Mining

1:34:43Success for 2026

Success for 2026

1:35:59China's Dominance

China's Dominance

1:39:09Partnering with the United States

Partnering with the United States

Part 6: Senator Hagerty's Insights

1:40:26Introduction to Senator Bill Hagerty

Introduction to Senator Bill Hagerty

1:45:18China's Dominance of Critical Mineral Supply Chain

China's Dominance of Critical Mineral Supply Chain

1:47:04Steps to Address the Challenge

Steps to Address the Challenge

1:50:01Competitive Advantage of Tennessee

Competitive Advantage of Tennessee

1:53:07Japan's Response

Japan's Response

1:55:33Role of Allies

Role of Allies

1:57:31Congress Doing to Address Problems

Congress Doing to Address Problems