Critical Minerals and the New Americas Supply Chain

As demand for copper, lithium, rare earths and other critical minerals accelerates, major processing, manufacturing and supply chain projects are scaling across the US, from rare earth separation and magnet facilities to battery and advanced manufacturing investments linked to semiconductors, electrification and energy infrastructure. But domestic supply alone will not meet rising demand. Increasingly, the US is looking across the Americas to secure long-term access to the materials needed to support industrial growth. Key discussion points will include:

• How trade agreements, financing, regional partnerships and localization strategies are reshaping critical minerals supply chains;
• Why Latin America is becoming central to US manufacturing ambitions;
• Where infrastructure and logistics constraints are emerging;
• What this means for future project development, logistics demand and trade flows across the Americas.