US, Allies Race to Diversify Supply Chains with $12B Minerals Program Amid China Rare Earth Dominance
August 30, 2026
The Guardian argues that securing global rare earth supply chains is essential due to their pivotal role in modern technology and national security, especially in light of past China export restrictions and varied international responses.
Europe’s 2025 Critical Raw Materials Act targets reduced import dependence by 2030, with established processing facilities in France and ongoing discussions on sourcing Brazilian minerals.
The overarching tone calls for common sense and urgent action to secure supply chains through international cooperation, investment, and advances in recycling and sustainable sourcing.
There is a broad push to diversify supply chains, with government investments in the US and a proposed $12 billion critical minerals stockpile program, alongside plans to treat rare earths as a national priority comparable to a Manhattan Project.
Environmental and ecological considerations are central to diversification, emphasizing responsible mining impacts, recycling, and improved extraction technologies.
Skepticism about relying solely on Washington underscores the need for stockpiles, diversified partnerships, and resilient production networks.
US and allies have launched initiatives, including a critical minerals coalition with 54 partners, to bolster multilateral cooperation as governments seek sources in Africa, Greenland, and Brazil amid ecological concerns.
China currently dominates rare earth processing and export controls, exerting significant influence on global supply and prices, fueling a race to diversify sources.
Summary based on 1 source
Get a daily email with more World News stories
Source

The Guardian • Aug 30, 2026
The Guardian view on rare earths: it’s common sense to secure essential supply chains