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Structured register of government actions in the geoeconomic space — export controls, tariffs, sanctions, FDI screening, subsidies, industrial-policy laws — cross-referenced into the country, minerals, and ETF surface. Charter: docs/IPTM_CHARTER.md.
Severity 1-5 is the qualitative impact rating (1=minor, 5=structural). The bilateral-trade-grounded quant scorer is the next IPTM milestone. RBI (Register Breadth Index) is a complementary structural-breadth indicator from scripts/py/iptm/breadth.py; divergence between RBI and severity is itself informative (high-sev / low-RBI = strategic chokepoint; low-sev / high-RBI = broad but shallow). Every action has at least one primary source URL. Verify-or-don't-file. See also themes, timeline, graph, sankey, map, country exposure, sector exposure, material exposure (+ graph), weekly briefs, portfolio scan, escalation monitor, trans-shipment hubs. Internal triage tools (RSS-poller candidate feed, source-feed health) live under /admin/candidates + /admin/sources. Subscribe via Atom feed (accepts ?country=CN, ?material=lithium, ?issuer=BIS, ?type=export_control, ?etf=SOXX, ?company=NVDA, ?minSeverity=4, ?year=2026, ?q=…) or pull /api/iptm/actions.
The White House announced over $2 billion in direct federal investment across eight critical-minerals and battery-material companies, funded through the Department of War (formerly DOD), the Export-Import Bank, and the Development Finance Corporation. The largest awards are $1.4 billion to Sila Nanotechnologies for silicon-carbon battery anodes and lithium-ion cell manufacturing, $400 million to Sunrise Energy Metals for a scandium value chain, and $150 million to Niron Magnetics for rare-earth-free permanent magnet production in Minnesota. An additional $180 million was committed to mining-workforce education across 17 schools.
BIS published a temporary final rule under DPA section 101 (following a Presidential Determination dated July 30, 2026 that recoverable critical minerals and materials are scarce and essential to national defense) requiring U.S. persons to allocate 100 percent of their monthly sales of black mass (shredded lithium-ion battery scrap containing lithium, cobalt, nickel, manganese and graphite) and tungsten waste and scrap to other U.S. persons, effectively barring export of these materials without an explicit BIS adjustment or exception. The order takes effect August 27, 2026, runs for one year through August 27, 2027, and BIS is accepting public comments through November 4, 2026 on whether additional sales requirements are needed. This is the first US DPA/export-control action targeting the recycling and secondary-materials stage of the critical minerals supply chain, rather than primary mining or refining.
President Trump signed Executive Order 14415 on 20 July 2026, tightening the 10 U.S.C. 4872(c)(1) "specialty metals" waiver process for defense contractors: from 1 January 2027, waivers will be granted only under approved mitigation plans showing "exhaustive efforts" to source compliant materials and a documented timeline for removing non-compliant content. The order requires the Secretary of War to develop, within 180 days, a supply-chain mapping policy compelling contractors to trace covered materials to raw-material origin ("indentured Bill of Materials"), with final implementing regulations due 90 days after that, and a source-qualification acceleration strategy for domestic and allied alternatives to "unreliable foreign suppliers" due within 90 days. Mandatory progress reporting runs at 6-month intervals through 1 January 2028. The order explicitly preserves the U.S. Strategic Critical Minerals Reserve ("Project Vault") and Export-Import Bank-financed or government-backed sourcing arrangements from its restrictions.
On 2 April 2026 President Trump issued a Presidential Proclamation under Section 232 of the Trade Expansion Act of 1962 ("Adjusting Imports of Pharmaceuticals and Pharmaceutical Ingredients into the United States") imposing a 100% ad valorem tariff on imports of patented pharmaceutical products listed in the FDA Orange Book and Purple Book, together with the active pharmaceutical ingredients (APIs) and key starting materials used to make them. The base rate takes effect at 12:01 a.m. EDT on 31 July 2026 for the 17 manufacturers identified in Annex III, and on 29 September 2026 for all other companies. The proclamation adopts findings of the Section 232 investigation initiated by the Department of Commerce on 14 April 2025 into pharmaceuticals and APIs as a national- security supply-chain risk. The instrument is structured around a multi-tier rate ladder rather than a flat tariff: concessionary 15% rates for EU/Japan/South Korea/Switzerland/Liechtenstein under reciprocal-deal tracks, 10% for the UK with a pathway to 0% under the pending UK pharmaceutical agreement, a "+20%" surcharge for companies operating under a Commerce-approved onshoring plan (until 2 April 2030), and a 0% pathway for companies that combine an approved onshoring plan with an MFN-pricing agreement with HHS (until 20 January 2029). Generics, biosimilars and their ingredients, orphan drugs, nuclear medicines, plasma-derived therapies, fertility treatments, and cell/gene therapies are carved out.
The US Department of Commerce issued affirmative preliminary countervailing duty (CVD) determinations on hardwood and decorative plywood from China, Indonesia, and Vietnam, finding countervailable government subsidies in all three countries. Preliminary subsidy rates are 81.34% for China, 2.40% to 128.66% for Indonesia (case-by-case, non-cooperating producer PT Mustika Buana Sejahtera at the top of the range), and 4.37% to 26.75% for Vietnam. Commerce published the determinations in the Federal Register on 22 January 2026, triggering CBP collection of cash deposits at these rates pending final determinations. A parallel antidumping (AD) investigation on the same product and countries runs on a separate track (see responds_to) with preliminary AD margins of 187.27% (China), up to 84.94% (Indonesia), and 196.14% (Vietnam) announced 25 February 2026 — AD and CVD duties stack cumulatively.
The US Department of Commerce issued a countervailing duty (CVD) order on steel concrete reinforcing bar (rebar) from Algeria, effective 6 July 2026, imposing a 72.94% subsidy-offset rate on Tosyali Iron Steel Industry Algeria SPA and, by default, all other Algerian producers — a rate based on facts available with adverse inferences after the Algerian government and/or exporters did not fully cooperate with Commerce's subsidy questionnaires. Because USTR determined Algeria is not a "Subsidies Agreement country," the US ITC was not required to make an injury determination, so the CVD order took effect on Commerce's final subsidy determination alone. This is a separate legal track from the parallel antidumping case on the same product (see responds_to) — the AD investigation used a 127.32% margin, the CVD order uses 72.94%, and both stack as cumulative duties on Algerian rebar. Parallel countervailing-duty investigations on Egypt and Vietnam remained at the preliminary stage as of Commerce's 13 January 2026 determinations, with net subsidy rates set at 29.51% (Egypt) and 1.08% (Vietnam); these are provisional cash-deposit rates pending each country's final CVD determination.