Critical Minerals

Critical minerals power the economies, technologies, and defense systems of the twenty-first century, but their complex supply chains remain vulnerable and geopolitically fraught. Throughout its work, the Atlantic Council highlights key global challenges related to critical minerals and actionable strategies to fortify national, economic, and energy security.

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The Africa Center works to promote dynamic geopolitical partnerships with African states and to redirect US and European policy priorities toward strengthening security and bolstering economic growth and prosperity on the continent.

The Global Energy Center develops and promotes pragmatic and nonpartisan policy solutions designed to advance global energy security, enhance economic opportunity, and accelerate pathways to net-zero emissions.

Content

Dispatches

Feb 25, 2026

Why the Arctic matters to the United States

By Julia Nesheiwat

The region is rapidly becoming a geopolitical arena where Russia and China’s deepening cooperation challenges Western dominance.

China Critical Minerals

AfricaSource

Feb 24, 2026

In Guinea, the US has a rare opportunity to gain an edge over China

By Rose Keravuori, Maureen Farrell

Guinea’s democratic transition and mineral riches put it center stage in US-China competition. The United States now has a rare chance to align investment, security, and governance to secure strategic influence in West Africa.

Critical Minerals North & West Africa

Dispatches

Feb 12, 2026

US critical minerals policy goes collaborative with FORGE

By Reed Blakemore, Alexis Harmon

The Trump administration’s recently announced Forum on Resource Geostrategic Engagement, or FORGE, is a step forward in its critical minerals agenda.

Critical Minerals Energy & Environment

Report

Feb 10, 2026

Mining corridors as catalysts: Building on the Lobito model

By Aubrey Hruby

The financing approach and public-private cooperation used to build the Lobito transportation corridor offers a playbook for the US and African governments and investors as they seek to tap Africa's critical mineral wealth.

Africa Critical Minerals

EnergySource

Jan 26, 2026

Davos underscored how leaders are navigating global energy crossroads 

By Lisa Basquel, Elina Carpen, Amy Drake, Alexis Harmon

Amid shifting geopolitical lines, leaders at Davos 2026 articulated their visions for establishing regional and global energy security.

Critical Minerals Energy & Environment

Dispatches

Jan 13, 2026

Greenland’s critical minerals require patient statecraft

By Reed Blakemore, Alexis Harmon

The island’s mineral wealth will take a decade or more to translate into meaningful supply.

Critical Minerals Energy & Environment

EconoGraphics

Jan 12, 2026

Rare earth mining could solve, not worsen, Central Asia’s water troubles

By Andrew D’Anieri

States in the region can capture a net “water dividend” by reinvesting mining revenues in water-saving infrastructure and technologies.

Central Asia Critical Minerals

Issue Brief

Dec 22, 2025

First hundred days: How Kast can accelerate US investment in Chile

By Maite Gonzalez Latorre, Jason Marczak

Chile's newly elected president enters office facing a slew of economic pressures: slow growth, weak investment, stagnant productivity, high inequality, limited social mobility, and regional gaps. What can his administration do to jumpstart foreign direct investment?

Americas Civil Society

Econographics

Nov 25, 2025

On critical minerals, the US needs more than just supply. It needs refining power.

By Bart Piasecki

Expanding global processing capacity remains a crucial—and currently missing—step in strengthening US supply-chain control and export competitiveness.

Critical Minerals Economy & Business

EnergySource

Oct 15, 2025

Solving the US military’s gallium dilemma requires turning trash into treasure

By Macdonald Amoah, Morgan D. Bazilian, Lt. Col. Jahara "Franky" Matisek, and Col. Katrina Schweiker

The metal gallium plays an outsized role in US war readiness—and China controls most of its supply. As geopolitical competition deepens, the United States needs a new playbook to fix this vulnerability.

China Critical Minerals

Experts

Events