critical minerals investment analytical
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Investor News / Critical Minerals Report · Canada · US extends DoD-style price floors to allies as Project Vault and G7 stockpile pledges reshape the Western minerals toolkit
Comprehensive sector review documenting three concurrent policy developments in March 2026: the US price-floor framework reaching Japan (including a Lynas-Japan offtake arrangement for separated rare earths from the Malaysia LAMP plant), the DoD's solicitation of supply for 13 named critical minerals, and the emergence of an allied 'floor network' designed to guarantee minimum prices for Western-sourced minerals even if spot prices fall below production cost.
“Price floors arrive, Lynas-Japan deal reshapes rare earth markets, US DoD solicits supply of 13 critical minerals.”