US lawmakers are pushing forward a $2.5 billion critical minerals reserve initiative—a significant move aimed at strengthening domestic resource security.

The proposal targets essential mining operations and strategic stockpiling of materials critical to tech infrastructure. This carries real implications for the mining and energy sectors, which directly impacts operational costs across blockchain infrastructure and GPU-dependent systems.

Why it matters: Energy costs and resource availability remain central to mining profitability and network sustainability. A robust domestic minerals strategy could reshape supply chain resilience in the tech and crypto space, potentially stabilizing production costs long-term. Watch how this plays out in Q2-Q3 2025.