What if one answer to the supply crisis isn’t buried in a mine shaft, but growing quietly in a field?

For too long, the United States has relied on foreign sources for most of the raw materials powering its technological future, the essential minerals in every smartphone, battery pack and semiconductor.

What if one answer to the supply crisis isn’t buried in a mine shaft, but growing quietly in a field?

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In October 2025, Beijing imposed sweeping controls on its rare earth exports. Since then, those controls have been suspended one short reprieve at a time, in the latest instance until Nov.

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Every U.S. policy tool for securing access to critical minerals involves trade-offs. Knowing which tool fits which problem will allow the government to better design and apply policies going forward.

China controls more than 70 percent of the world’s supply of several critical minerals, and it has shown a willingness to weaponize that dominance through export controls. The resulting price spikes and supply uncertainty threaten the United States—particularly its defense, energy, and manufacturing sectors.

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Modern life is built on critical minerals and materials. These elements are key ingredients in the technologies that enable a high quality of life, such as the chips and batteries powering our electronics, the medical devices that diagnose and treat diseases, and the infrastructure of the nation’s power grid. The materials are also used to manufacture defense technologies, fuels and chemicals, aerospace vehicles, and automotives.  

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Australia’s rare-earths industry has made substantial progress. After years of project development, government investment and efforts to diversify supply chains away from China, a new generation of Australian projects is moving towards production. Several of them are now targeting first output between 2027 and 2030. The next challenge is to ensure that this emerging production can move through commercially viable supply chains.

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Building complete industrial chains for critical minerals is only one way to escape reliance on concentrated foreign supply. A faster way is to find substitute materials and get several of them ready for use.

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Look around you, and you’ll see rare earth elements at work. A phone vibrates because a magnet moves a weight. Its screen was polished with cerium powder. Its connection to the rest of the world crosses oceans on cables amplified with erbium.

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A Modern Blueprint for Software Transparency On July 29, 2026, CISA linked up with the NSA, FBI, and 15 international cybersecurity partners to drop new joint guidance titled “2026 Minimum...

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