Trump Plans to Launch a $12 Billion Strategic Critical Minerals Reserve Program

Summary

The Trump administration plans to launch “Project Vault,” a $120 billion strategic critical minerals reserve program. The initiative will combine $1.67 billion in private capital with a $10 billion loan from the U.S. Export-Import Bank to purchase and store rare earths and other strategic minerals.USHK News The stated goal is to reduce U.S. dependency on China for these materials and secure supply chains for the automotive and technology industries.AnueSec Companies including General Motors and Google are reportedly involved in the plan.USHK News

Impact Analysis

So this isn’t just another government stockpile announcement. The key is the mechanism: they’re using a record $10 billion EXIM bank loan to massively leverage $1.67 billion in private capital.USHK News This creates a huge, state-backed buyer for critical minerals, effectively de-risking the entire non-China supply chain. The goal is clear: secure inputs for the auto and tech sectors to reduce dependence on China.AnueSec Having companies like GM and Google involved from the start means they’re buying what industry actually needs, not just stockpiling random dirt.USHK News This is a multi-year tailwind for any miner of rare earths or strategic metals in the US, Canada, or Australia. Bottom line—we should be increasing our exposure to this space. This is a real catalyst, not just political noise.