The US mining sector is expected to experience unprecedented growth as the government announces a series of executive actions aimed at increasing domestic mineral production. Tavi Costa, partner and Macro Strategist at Crescat Capital, notes that exploration companies could see significant benefits from these measures.
Costa says the government’s new directive, titled “Immediate Measures to Increase American Mineral Production,” frames mineral production not just as an economic objective but as a national security mandate. The executive orders will fast-track permitting for mining projects on federal lands and make project financing available through the Defense Production Act.
The government has also expanded its list of critical metals, including copper, uranium, potash, and gold, alongside traditional battery metals. This move aims to establish a strategic supply chain for rare earth materials, with the Department of Defence purchasing $400 million worth of shares in MP Materials to build an end-to-end US supply chain.
MP Materials currently operates the world’s second-largest rare earth mine in California and plans to use its new capital to build a magnetics facility in Texas. The government has now become the company’s largest shareholder, demonstrating its commitment to developing a strategic supply.
While Costa acknowledges that America still has a long road ahead on its path to critical mineral independence, he emphasizes that policy momentum is unmistakable. The US government has declared war on resource insecurity and made clear that mining is prioritized, funded, and essential. This shift in approach sets the stage for a new golden era of American mining.
Source: https://www.kitco.com/news/article/2025-08-13/us-govt-sparks-golden-era-mining-strategic-investments-and-policy-shift