A major new law just changed US critical import dependency

Added: 2026-05-25

[00:00:00]So, this is the biggest policy shift since World War II, which right now we're 100% import reliant on 11 critical minerals, and that's basically ended. Uh this policy shift is coming top-down from the government. Um the OBBA or the OB3, um the one big beautiful bill, created 5 billion of a domestic supply chain, a $2 billion stockpile, and a $500 million Pentagon credit. 13 projects have been fast-tracked, and 37 are waiting on the permitting dashboard right now. Those will probably all get approved very quickly.

[00:00:35]And the critical mineral list expanded from 50 to 60, um adding copper, uranium, silicon, and uranium. And um the list is already very long. I mean, it includes things like steel and um lithium, etc. And so, all of these get tax credits.

[00:00:52]All these get s- um uh Yeah, IRS tax credits. They all get tax credits, like PTC and ITC tax credits.

[00:01:02]So, definitely something to look at.

[00:01:04]Yeah, this is a huge industrial policy shift, um and it's being driven kind of really from [clears throat] the Pentagon.

[00:01:10]And they have a lot of complex requirements. It's not just a critical minerals list. That's kind of a different group. But the Pentagon is saying that you know, defense contractors and anyone who's building things using these um has to maintain a certain supply, a certain stockpile. Uh they have to have, you know, US supply chains, and where they don't, they kind of have to explain why they don't, and they should start pushing for US supply chains. This is a huge opportunity. I mean, this is just an absolute huge opportunity.

[00:01:44]These minerals, rare earth minerals, I mean, some of these aren't that rare, but that we're we need all of them.