2026-01-17 05:28:28

The U.S. government recently signed a presidential proclamation stating that America's reliance on foreign processed critical minerals has become a national security risk. According to the proclamation, major suppliers of critical minerals worldwide must sit down and negotiate with the United States to reach an agreement. If they fail to do so? Then expect new tariffs, quota restrictions, and other trade barriers to be imposed.

Time is tight. Suppliers have only 180 days to resolve this—meaning they must have a result by July 13. Once the deadline passes without an agreement, the U.S. will directly implement various remedial measures. What does this mean for the global mineral trade landscape? How much impact will it have on the supply chains for chips, batteries, and electronic products? These are pressing real-world issues. For industries dependent on global mineral imports, the next few months will likely require tightening nerves.

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nft_widow

· 14h ago

Back at it again? The US will threaten people, and a 180-day negotiation period is just another form of disguised extortion. The chip supply chain is really about to collapse; if mineral supplies get disrupted, battery costs will skyrocket. This situation is pretty intense. Who dares not to comply... The tariff's killer move is just too ruthless. Suppliers are probably overwhelmed now; they need to quickly latch onto Uncle Sam's big thigh. Honestly, it's economic extortion, just a different way of saying it. Under the guise of national security, anything can be done. Mineral bottlenecks are choking us, and our chip industry chain will suffer again... Truly concerning. It's a bit impressive—getting the global mineral landscape sorted in three months? Americans are overthinking it.

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AirdropFreedom

· 21h ago

Coming back with this again? The US will use national security as a shield Deal with it within 180 days, this is forcing suppliers to the limit If chip batteries really get cut off, retail investors will be harvested again Negotiations? Ha, the US is just economic coercion under a different name Mineral prices are about to take off, quickly pay attention to related concept coins Honestly, they still want to control the global industrial chain, the US's tactics haven't changed for so many years The supply chain war is escalating, and we can expect to see many black swan events next

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LiquidatedTwice

· 21h ago

Here we go again? The US is still playing that old trick. I bet 5 bucks that they still won't come to an agreement and will just impose tariffs. The mineral supply chain is about to blow up again, and chip prices are set to soar. Thinking of settling in 180 days? What are these people thinking? Just wait and see, no one will have a good time when the time comes.

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TxFailed

· 21h ago

ngl, 180 days to restructure global supply chains is actually hilarious... learned this the hard way with regulatory deadlines, they always slip. july 13th gonna be a bloodbath fr

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MEV_Whisperer

· 21h ago

Haha, here we go again. The US is still playing the card of national security. 180 days of negotiations? It doesn't seem enough at all; tariffs will definitely be imposed. The chip and battery supply chains are really panicking now. Mineral bottlenecks are even more severe than TSMC. Once again, a prelude to a trade war. It feels like both the crypto market and tech stocks will have to tremble. With this policy, the prices of rare earths and lithium will surge. The US really treats "national security" as a万能借口 (万能借口 means "all-purpose excuse"). Fine. Mineral negotiations still end up bargaining. If it’s going to rise, it will rise; we all have to pay the price.

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MetaverseLandlord

· 21h ago

Here we go again. The US is just changing the words but not the approach, turning trade wars into "national security"—truly impressive. Is this time to tighten the mineral supply chain as well? The chip industry hasn't even recovered yet, and now this. 180 days? How to negotiate? They’re not fools. The US’s likely conditions are: prices follow my lead, supply volume follows my lead, and I should be grateful. This will cause another round of chaos in the global supply chain, battery costs will rise again, and consumers will ultimately bear the brunt. I wonder how domestic mining companies are feeling right now. Can they make it through this wave?

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OnChainSleuth

· 22h ago

The US's tactics are really ruthless. Do they want to negotiate within 180 days? It's just a covert power struggle. Mineral suppliers are really unable to sit still now. Once the tariff barriers are imposed, industries like chips and batteries will suffer a lot. Inflation is about to rise again. With such a high risk of supply chain disruption, those who don't stock up on mineral-related assets now will regret it. Tsk tsk, it's the same old "national security" excuse, but in reality, they just want to control global mineral rights. This move has directly choked the neck of the global supply chain. Who dares not to cooperate? Key mineral resources must be diversified through multiple channels. Relying on a single source is really asking for trouble.

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GateUser-a5fa8bd0

· 22h ago

Coming back with this again? The US just wants to monopolize the discourse on mineral resources. Do other countries have any room to breathe? 180 days of negotiations... Basically, it's a palace coup, just afraid of being choked off. Chips and batteries are probably going to see price hikes, and wallets will shrink again. Key minerals—whoever controls them is the boss. This game is indeed huge. Supply chains are in chaos, and now domestic manufacturers are going to be worried sick. This move by the US is actually redefining the rules of the game, trying to see who dares to disobey.

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