Critical Minerals: Licensing, Tariffs, and the New Supply-Chain Risk

Jan 29, 2026 | Mark R. Ludwikowski, Kelsey Christensen, and Ashley Gifford
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Critical minerals are no longer just industrial inputs. They are now strategic assets treated by governments as both economic infrastructure and national security leverage. Critical minerals sit inside everyday objects like smartphones, hairdryers, vacuums, and electric vehicles, but also inside missile guidance systems and power grids.