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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.
The US Department of Commerce's CHIPS Program Office, invoking authority under the CHIPS and Science Act, signed a non-binding letter of intent on 2026-01-26 to provide USA Rare Earth with up to $277 million in direct federal funding and a $1.3 billion senior secured loan. The funding backs a "mine-to-magnet" vertically integrated supply chain: a rare earth mine at Round Top, Texas (commercial production targeted 2028) and a neodymium-iron-boron magnet and rare-earth-metals manufacturing facility in Stillwater, Oklahoma. In exchange, Commerce receives roughly 16.1 million USAR common shares and warrants for a further 17.6 million shares. The agreements were finalized as definitive on 2026-06-03, unlocking access to up to $1.6 billion combined with the federal award, alongside a separately raised $1.5 billion in private capital.
On 26 November 2025 the Union Cabinet, chaired by Prime Minister Narendra Modi, approved a Rs 7,280 crore (~USD 800 million) scheme to establish 6,000 MTPA of integrated sintered Rare Earth Permanent Magnet (REPM) manufacturing capacity in India. The Ministry of Heavy Industries will allocate capacity to five beneficiaries (up to 1,200 MTPA each) via global competitive bidding. The package combines a Rs 6,450 crore sales-linked incentive (PLI-style, paid on REPM sales over 5 years) with a Rs 750 crore capital subsidy for facility build-out. The scheme runs 7 years from award (2-year gestation + 5-year disbursement) and covers the full value chain from rare-earth oxides through metals, alloys, to finished sintered Nd-Fe-B and SmCo magnets.
On 3 November 2025 the US Department of War's Office of Strategic Capital (OSC), together with the Department of Commerce, announced a joint conditional loan commitment of $700 million to two domestic rare-earth magnet producers: $620 million to Vulcan Elements and $80 million to ReElement Technologies. The loans fund separation, metallization and finished-magnet manufacturing capacity for Neodymium Iron Boron (NdFeB) magnets, targeting up to 10,000 metric tons of annual domestic magnet production. In exchange, the Department of War receives warrants in both companies. This action covers the OSC loan tranche; a related, separately-tracked action covers the Department of Commerce's parallel $50 million CHIPS Act equity stake in Vulcan Elements.