Lobbying Surges as US Eyes Strategic Control of Critical Mineral Supply Chains
Critical mineral companies are ramping up lobbying in Washington as federal investment in domestic mining grows rapidly.
Driven by clean energy goals and geopolitical tensions, over a dozen firms have hired top lobbying groups in 2024.
These include producers of lithium, copper, rare earths, tungsten, and other battery metals.
The White House has shifted its approach from subsidies to direct ownership in key projects.
It now targets equity stakes in firms like Lithium Americas (TSX: LAC) and MP Materials (NYSE: MP).
The goal is clear: secure battery and defense metal supplies, reduce reliance on China, and strengthen US supply chains.
Lobbying is already paying off.
Lithium Americas recently struck a 5% equity deal with Washington tied to a $2.26 billion Thacker Pass loan.
Critical Metals Corp. (NASDAQ: CRML), which owns rare earth assets in Greenland, also began direct talks with the White House.
Meanwhile, US Antimony (NYSE-A: UAMY) secured a $245 million Defense Logistics Agency contract after hiring Cassidy & Associates.
Critical Mineral Lobbying Reflects High-Stakes Race for Federal Backing
Federal funds are now flowing into the critical minerals sector, making lobbying more vital than ever.
Companies view government relationships as key to securing support, permitting, and future procurement contracts.
Firms like Korea Zinc, Falcon Copper, and US Strategic Metals have retained high-level lobbyists with White House connections.
These lobbying campaigns aim to educate lawmakers on science, security, and clean tech needs.
“The whole intent and purpose of this lobbying is to help legislators understand what we’re doing,” said Gary Evans, CEO of US Antimony.
Executives like Tony Sage of Critical Metals warn that China’s rare earth dominance demands urgent action in Washington.
Even BHP, the world’s largest miner, joined the race.
It registered with The Bernhardt Group to influence trade policy on critical minerals.
This lobbying wave isn’t just about funding—it’s about shaping the next decade of US industrial policy.
SuperMetalPrice Commentary:
The growing intensity of lobbying in Washington reveals how critical minerals have become a front line in the geopolitical and energy transition race. As the US government deploys billions into reshaping its mineral supply chains, industry players must act swiftly—or risk being left behind. Equity deals, procurement contracts, and federal loans now hinge as much on influence as on ore grades. For investors and suppliers alike, understanding the intersection of policy, politics, and procurement is no longer optional—it’s a competitive advantage.
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