On Thursday, December 11, from 1:00 to 5:00 p.m. ET, the Atlantic Council Global Energy Center, in partnership with FGS Global, hosted the 2025 Critical Minerals Supply Chains Summit, focused on the theme “From Mine to Market: Financing, Partnering, and Innovating for Mineral Security.”
This inaugural summit convened senior government officials, industry leaders, and global experts to chart a path toward secure and competitive minerals supply chains. Demand for critical minerals is surging, and the United States is taking bold steps to expand production, strengthen processing, and drive innovative supply chain solutions. Through a series of high-level conversations, participants will explore how evolving US financing authorities, strategic global partnerships, and innovation-led resilience can unlock growth and secure the foundation of the energy and manufacturing economy.
Registration for this event is now closed. Please contact Alexis Harmon at AHarmon@atlanticcouncil.org to keep up to date on all of the Atlantic Council’s critical mineral work.
New policy: In-person attendees will be required to show photo ID upon arrival, and no on-site registration will be permitted. Guests will not be admitted later than twenty minutes after the event’s start time. Registration for this event will close at 5:00 p.m. ET the day prior.
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Speakers
Agenda
1:00–1:10 p.m. | Welcome remarks
Featuring
Jenna Ben-Yehuda
Executive Vice President
Atlantic Council
Capricia Marshall
Partner
FGS Global
1:10–1:40 p.m. | Keynote and fireside chat
Featuring
Audrey Robertson
Assistant Secretary of Energy (EERE), Office of Critical Minerals and Energy Innovation
US Department of Energy
Moderated by
Reed Blakemore
Director of Research and Programs, Global Energy Center
Atlantic Council
1:40–2:30 p.m. | A new era for minerals investment: Expanding US financing authorities
The US financial toolbox for minerals is rapidly evolving and expanding. From the groundbreaking MP Materials partnership to the upcoming DFC reauthorization, this is a pivotal moment for deploying more innovative financing tools. This panel will examine how key US government financing institutions are partnering with industry to derisk mineral projects and mobilize capital. With perspectives from both industry and government leaders, the conversation will highlight how these evolving authorities can bridge the gap between policy ambition and commercial realities, as well as what critical gaps remain.
Featuring
Chris Beatty
Head of Government Relations and Public Affairs
TechMet Limited
Tom Haslett
Acting Managing Director of Policy for Critical Minerals
US International Development Finance Corporation
Catharine Ransom
Partner, Government Affairs Energy and Sustainability Practice
FGS Global
Sarah Whitten
Senior Vice President, China and Transformational Export Program
Export-Import Bank of the United States
Moderated by
Ana Swanson
Reporter, Trade and International Economics
New York Times
2:30–3:20 p.m. | Investing in partnership: Strategic collaboration for a secure minerals future
As the US seeks to build secure and resilient supply chains, investments in mineral rich partner nations will be paramount to achieving this goal. This panel will bring together investors and operators engaged in projects around the world to discuss how commercial partnerships abroad can advance both business goals and supply chain security. Panelists will explore what makes US and allied firms competitive partners, from financing and risk mitigation to sustainability standards and local value creation.
Featuring
Seth Levey
Head of US Government Relations and Corporate Affairs
Glencore
Del Renigar
Vice President of External Affairs
Rio Tinto
General Laura Richardson (Ret.)
Senior Advisor
FGS Global
Moderated by
Kathryn Clay
Lead Energy and Climate Analyst
WP Intelligence
3:20–3:35 p.m. | Coffee break
Please join us for a coffee break.
3:35–4:05 p.m. | Keynote and fireside chat
Featuring
Leslie Beyer
Assistant Secretary for Land and Minerals Management
US Department of the Interior
Moderated by
Reed Blakemore
Director of Research and Programs, Global Energy Center
Atlantic Council
4:05-4:55 p.m. | Innovation as security: Circularity, substitution, and technological scale-up
Innovation is an underappreciated pillar of supply chain security. This panel will explore how advances in recycling, materials substitution, and next-generation technologies can reduce vulnerabilities in minerals supply chains. Experts from government and industry will discuss what it takes to scale beyond pilots, reach commercial viability, and how industrial policies can accelerate deployment of cutting-edge solutions.
Featuring
Angelos Kokkinos
Director of the Office of Manufacturing and Energy Supply Chains
US Department of Energy
Jonathan Rowntree
Chief Executive Officer
Niron Magnetics
Kunal Sinha
Co-Founder and Chief Executive Officer
Valor
Chad Yeftich
Vice President, Corporate Development and External Affairs
Ioneer
Moderated by
Heather Tory
Partner
FGS Longview
4:55–5:00 p.m. | Closing remarks
Featuring
Reed Blakemore
Director of Research and Programs, Global Energy Center
Atlantic Council
5:00–6:00 p.m. | Reception
Join us for drinks and hors d’oeuvres at our public reception.
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