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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.
On 5 February 2026, South Africa's state-owned Industrial Development Corporation (IDC) made a USD 20 million equity investment in Frontier Rare Earths' local subsidiary to fund a Definitive Feasibility Study (DFS) and corporate development for the Zandkopsdrift rare-earths and battery-grade manganese project in the Northern Cape. The investment was announced jointly with a technology supply and offtake agreement between Frontier and France's Carester SAS. The IDC holds an option to offtake up to 10% of Zandkopsdrift production at prevailing market prices, conditional on further downstream processing occurring in South Africa.
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.
The Canada Infrastructure Bank, a federal Crown corporation, reached financial close on a CAD 55 million enabling-infrastructure loan to Torngat Metals Ltd., its first investment in the critical minerals sector. The loan funds early-stage work — utility connections, airstrip rehabilitation, and infrastructure upgrades — ahead of construction of an open-pit mine and concentration plant at the Strange Lake rare earth deposit (Nunavik, Quebec) and a separation plant in Sept-Îles. The financing is paired with a separate CAD 110 million bridge facility from Export Development Canada, bringing combined federal support to CAD 165 million, and is framed by CIB as advancing the Canadian Critical Minerals Strategy.