On Thursday, December 11, from 1:00 to 5:00 p.m. ET, the Atlantic Council Global Energy Center, in partnership with FGS Global, will host 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 will convene 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. 

To attend, please register below. For more information, contact Alexis Harmon at AHarmon@AtlanticCouncil.org.

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

 Speakers to be announced.

1:40–2:30 p.m. | A new era for minerals investment: Expanding US financing authorities 

The US financial toolbox for minerals is rapidly 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.

 Speakers to be announced.

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

 Speakers to be announced.

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, industry, and academia 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 our reception.

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