News & Analysis as of

Energy Sector Minerals Supply Chain

A&O Shearman

EU energy transition: European commission announces Strategic Projects outside of the EU to boost critical materials value chain

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Following the commission’s announcement in March of the first 47 Strategic Projects under the EU Critical Raw Materials Act (Act) located within the EU (discussed in our previous article, the commission has confirmed 13...more

Pillsbury Winthrop Shaw Pittman LLP

G7 Releases Critical Minerals Action Plan on the Heels of IEA’s 2025 Critical Minerals Outlook

The IEA’s 2025 Global Critical Minerals Outlook reveals a market at a crossroads: While demand for energy transition and other minerals continues to surge, investment and supply diversification are not keeping pace....more

Baker Botts L.L.P.

AI, Energy, and the Trump–Xi Mineral Standoff are Colliding. What it means for Renewable M&A?

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As President Trump and President Xi Jinping prepare for high-stakes talks following the breakdown of the May Geneva trade agreement, China’s tightening grip on critical mineral exports—especially graphite, rare earths, and...more

Akin Gump Strauss Hauer & Feld LLP

Unleashing America's Offshore Critical Minerals and Resources (Trump EO Tracker)

Directs agencies to expedite seabed mineral development by streamlining licensing for exploration and recovery, mapping priority resource areas, and identifying commercial opportunities both domestically and abroad. It also...more

Pillsbury Winthrop Shaw Pittman LLP

Breaking Ground: The Trump Administration Invokes Emergency Powers in New Executive Order to Boost U.S. Critical Mineral...

On March 20, 2025, the Trump administration invoked emergency powers in an Executive Order (EO) entitled Immediate Measures to Increase American Mineral Production, aiming to accelerate domestic mineral mining and processing....more

Latham & Watkins LLP

Landmark Minerals Security Partnership Finance Network Established for Critical Minerals Projects

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The new financing initiative aims to enhance collaboration amongst export credit agency and development finance institutions to support financing for critical mineral projects....more

White & Case LLP

Critical Minerals Supply Chains: The Minerals Security Partnership and Trade-Related Challenges

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White & Case Sovereign Focus Critical minerals have become one of the most sought-after commodities in recent years. Since critical minerals are essential for the development of clean energy and other modern technologies,...more

Vinson & Elkins LLP

Is the African Mining Sector Ready to Respond to the Opportunities Offered by the Energy Transition?

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With the global surge in demand for critical minerals, the security of supply has become paramount. With its vast mineral reserves, Africa is poised to play a leading role in the energy transition. The continent’s potential...more

J.S. Held

2024 J.S. Held Global Risk Report: Business Implications From China’s Weakened Economy

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After 30 years of extraordinary growth, China’s economy – the world’s second largest – appears to be entering a new phase of slower expansion. The real estate sector – which accounts for around one-third of Chinese GDP and...more

Husch Blackwell LLP

The Critical Minerals Supply Chain: A Growing Challenge for the U.S.

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The global transition to clean energy is accelerating. Belatedly, attention is starting to move to mineral sourcing, particularly whether the necessary critical minerals will be available in the United States. A recent...more

K&L Gates LLP

Australia's Pitch in a Net-Zero Future: Critical Minerals Strategy

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The Australian Government recently released its Critical Minerals Strategy 2023–2030 (CM Strategy). BACKGROUND - Australia holds some of the world’s largest repositories of cobalt, lithium and vanadium — elements critical...more

White & Case LLP

Africa Focus: Summer 2023

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Recent disruptions in the global food supply chains have highlighted Africa's urgent need to become self-sufficient in food production. Traditionally, the continent has turned to small-scale community-based agricultural...more

Pillsbury - Gravel2Gavel Construction & Real...

Critical Materials for the Energy Transition: Of “Rare Earths” and Even Rarer Minerals

As the world pursues ambitious net-zero carbon emission goals, demand is soaring for the critical materials required for the technologies leading the energy transition. Lithium may be the most well-known of these inputs due...more

Perkins Coie

Biden Administration Secures Supply Chains of Strategic and Critical Minerals for Clean Energy Economy

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President Biden, on March 31, 2022, invoked the Defense Production Act to secure reliable supply chains for minerals essential to a clean energy transition, including lithium, nickel, cobalt, graphite, and manganese. These...more

Foley & Lardner LLP

Executive Order on America’s Supply Chains

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On February 24, 2021, President Joe Biden signed an executive order with the policy goal of strengthening and diversifying supply chains in the United States (the “Order”). The Order was issued to combat various threats to...more

ArentFox Schiff

President Biden Orders 100-Day Review of America’s Supply Chains for Semiconductors, Batteries, Critical Minerals and APIs

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Changes are afoot for key industry sectors with complicated global supply chains. “As this pandemic has made clear, we can never again be in a position where we have to rely on a foreign country that doesn’t share our...more

King & Spalding

President Biden Orders Comprehensive Supply Chain Review

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Articulates Administration Policy And Reaffirms Need For “Strong, Resilient Supply Chains” For “Critical And Essential Goods And Materials” - On February 24, 2021, President Joseph R. Biden Jr. signed an Executive Order on...more

Akin Gump Strauss Hauer & Feld LLP

Congress Addresses Supply Chain Domestication in Defense Authorization Legislation

[co-authors: Alex Monié, Policy Advisor and Gabriel Harrison, Public Policy Specialist] The annual “must-pass” defense authorization legislation contains provisions to address supply chain domestication in light of the...more

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