Australia is considering mandated minimum prices for critical minerals and a A$1.2 billion (about US$777 million) strategic minerals reserve as part of a potential resources deal with the US, according to a leaked departmental brief summarized by Bloomberg.
The government has begun talks with miners about contributing to the billion reserve, with the proposal aimed at bolstering local producers amid volatile pricing. The briefing circulated in recent weeks and frames the reserve as a targeted support mechanism linked to supply security for allies.
Policy levers under consideration include price floors, government-backed loans, offtake guarantees, and direct equity or project investment in Australian rare earth and other critical minerals projects, each designed to underwrite baseline revenues and unlock financing.
The push comes as China maintains dominance in processed rare earths and has tightened export controls, while President Donald Trump has threatened sweeping new tariffs in response.
Earlier this year in August, a public-private initiative was reported to create the first US Strategic Minerals Reserve led by Nevada-based M2i Global with aviation partner Volato Group and supported by the Department of Defense, Defense Logistics Agency, and Department of Energy.
Information for this briefing was found via Bloomberg and the sources mentioned. The author has no securities or affiliations related to this organization. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
