Critical minerals that depend on a non-allied country for most of their supply

Why this row

Imports supplied all US consumption of 13 critical minerals in 2025 and more than half of 20 more, and China was the primary import source for 8 of those 33. China produces 99% of the world's primary gallium and banned germanium exports to the United States in December 2024. The row is a floor in the manner of the 14th plan's grain and energy rows, and it is set to be entirely solved inside the window: by 2032 no mineral on the USGS critical minerals list depends for most of its supply on a country that is not an ally. The count starts at the eight where China is the primary source; the chapter's workshop publishes the allied definition and re-counts against it. The Act carries the money: a $400 billion critical-minerals envelope on $140 billion federal, alongside its Allied Co-Investment Framework for the mines and processors that will sit in Australia, Canada and other allied countries. One supply chain at a time, each with a named mine, processor and first customer.

The path

one supply chain at a time; each mineral names a mine, a processor and a first customer, and the count is zero by the end of the window

Each July 4 the row shows its baseline, this path, the latest official value and a status of ahead, on schedule or behind. As an anticipatory row it reports the public decisions that delayed it.