The Trump administration is preparing a strategic shift in its resource policy by drafting an executive order to authorize the stockpiling of deep-sea metals and rare earth elements, aiming to reduce U.S. dependence on Chinese mineral imports. According to the Financial Times, the plan is part of a broader initiative to secure the supply chains critical for advanced technology and national defense.
The proposed stockpile would ensure “large quantities ready and available on U.S. territory,” a precautionary measure should a geopolitical conflict with China disrupt mineral imports. This move follows China’s recent decision to impose export restrictions on certain rare earth elements materials essential to the production of electric vehicle batteries, smartphones, wind turbines, and military hardware.
Currently, China dominates the global supply of refined rare earths, accounting for nearly 90% of total production. The United States, despite having deposits of its own, heavily relies on imports most of which originate from China making the nation vulnerable in times of diplomatic or economic tension.
As part of its strategy, the Trump administration is also exploring ways to expedite deep-sea mining approvals and bolster domestic processing capabilities. Deep-sea mining, which involves extracting minerals from the ocean floor, remains controversial due to potential environmental impacts but is seen by some policymakers as a necessary step to diversify supply.
The executive order would aim to fast-track U.S. efforts to tap into undersea mineral resources and reduce the country’s strategic vulnerabilities. Additionally, enhancing onshore refining and processing facilities would help the U.S. build a more resilient supply chain for critical materials.
Experts warn that while stockpiling offers a short-term buffer, the U.S. must also invest in long-term solutions, including sustainable mining technologies and recycling of rare earths. The White House and China’s foreign ministry have not commented publicly on the reported plans.
As tensions between the two global powers simmer, the battle for control over critical mineral resources adds another dimension to the ongoing trade and technology rivalry. The Trump administration’s approach marks a decisive step in asserting U.S. economic and strategic independence in an increasingly resource-driven world.
