Global coordination on critical minerals took center stage this week. The U.S. Treasury engaged with Australia on supply chain resilience, while simultaneously working through G7 and G20 frameworks to align mineral strategy with France. These behind-the-scenes discussions matter—critical minerals underpin everything from tech infrastructure to energy transition, which indirectly shapes capital flows and macroeconomic policy. When major economies sync on resource security, it typically signals long-term shifts in asset allocation and geopolitical risk pricing. The focus on mineral security suggests policymakers are preparing for potential supply chain disruptions, a factor traders should keep on radar when evaluating market trends and alternative asset hedging strategies.