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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.
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.
The UK Department for Business and Trade launched a £50M critical minerals programme at Teesside's Wilton Centre on 22 June 2026, announced by Industry Minister Chris McDonald. The programme has three pillars: a £25M Critical Minerals Accelerator funding collaborative extraction, processing and recycling projects; a £20M Magnet Hub establishing a national facility for rare earth permanent magnet manufacturing and skills training; and a £5M Demand Aggregation Platform pooling UK industrial demand to unlock supply partnerships. The programme operationalises the UK Critical Minerals Strategy 'Vision 2035' (November 2025) and marks the first UK capital commitment to domestic critical minerals processing at scale.
At the Japan–UK bilateral summit in London on June 14, 2026, Prime Minister Takaichi Sanae and Prime Minister Keir Starmer issued the "Japan–UK Leaders' Joint Declaration on Economic Security Cooperation," committing to deepen collaboration on critical minerals supply-chain diversification (mining, refining, processing, recycling, stockpiling), a focused battery-materials and recycling dialogue, and semiconductor technology cooperation through the Japan–UK Frontier Technology Partnership. The two leaders expressed grave concerns over economic coercion and arbitrary export restrictions on critical minerals and other materials that could affect global supply chains. The declaration preceded and informed the G7 Évian critical-minerals alliance announced three days later on June 17, 2026.
On 26 May 2026 at the Quad Foreign Ministers' Meeting in New Delhi, the United States, Japan, Australia, and India signed the Quad Critical Minerals Initiative Framework, committing to mobilise up to USD 20 billion in combined government and private-sector investment for mining, processing, refining, and recycling of critical minerals across the Indo-Pacific. The framework coordinates investment-policy tools, exploration support, market-development instruments, and supply-chain financing across all four members, with the explicit aim of diversifying critical mineral supply chains away from single-point dependencies in processing. It is the first Quad-format multilateral critical minerals commitment and represents a structural coordination layer atop existing bilateral frameworks (US-Japan, US-India, Japan-France) and national strategies.
On 26 May 2026, Secretary of State Marco Rubio and Indian External Affairs Minister Subrahmanyam Jaishankar signed a Strategic Critical Minerals Cooperation Framework at Hyderabad House in New Delhi, formalising bilateral cooperation across the full critical-minerals and rare-earths value chain — mining, processing, recycling, and downstream investment. The framework commits both governments to protecting sensitive supply chains from coercive market practices and reducing collective vulnerability to single-source monopolies, extending the FORGE (Forum on Resource Geostrategic Engagement) bilateral architecture from its February 2026 founding phase into a FORGE expansion phase. The US Government is mobilising over $30 billion in letters of interest, loans, investments, and other support alongside the private sector in support of FORGE-aligned projects; simultaneously the four Quad partners (US, Japan, Australia, India) announced a separate Quad Critical Minerals Initiative Framework targeting up to $20 billion in government and private-sector mobilisation.
The European Commission and the US announced on 24 April 2026 the signing of a Memorandum of Understanding (MoU) on a strategic partnership on critical minerals, accompanied by an EU-US Critical Minerals Action Plan. The framework deepens cooperation on supply-chain security across the strategic raw-materials list shared between the two jurisdictions — joint financing, recycling, mutual recognition of strategic- project status under the EU Critical Raw Materials Act (filed: 2024-05-23-eu-crma-entry-into-force) and US IRA §30D / §45X frameworks (filed: 2022-08-16-us-inflation-reduction-act). The agreement is positioned as a joint response to non-market practices in third-country supply chains for the named materials.
Minister of Trade Regulation No. 6 of 2026 (Permendag 6/2026), signed 26 March 2026 and effective 1 April 2026, amends the appendix of Permendag 22/2023 on Goods Prohibited for Export, making four substantive changes to Indonesia's prohibited-export list: (i) nitrogen-containing mineral and chemical fertilizers, including urea in all forms, are added to the prohibited-export list as a food-security instrument; (ii) rice is removed from the prohibited-export list, partially reversing a long-standing prohibition; (iii) rough wood, sawn wood, and wood carpentry and building products are added as value-added-export-requirement items, extending Indonesia's hilirisasi downstream-processing doctrine from minerals into the forestry-products sector; and (iv) rattan weaving materials remain prohibited for export. Together with the simultaneously enacted Permendag 5/2026 (fourth amendment to Permendag 23/2023 on export-licensing procedures), this forms Indonesia's most consequential 2026 export-regulation package.
On 4 March 2026 the Council of the EU adopted its general approach (negotiating position) on proposed amendments to the Critical Raw Materials Act (Regulation (EU) 2024/1252) under the RESourceEU package. The Council position transfers from member states to the European Commission the responsibility for identifying large companies using critical raw materials and mandates Commission notification to member states and company boards of CRM supply risks. It endorses mandatory permanent-magnet labelling and recycled-content declarations, product passports for permanent-magnet information obligations, and expanded Commission authority to propose risk-mitigation measures. Adoption of the general approach unlocks interinstitutional trilogue negotiations with the European Parliament.
On 21 February 2026 in New Delhi, during the State Visit of Brazilian President Luiz Inácio Lula da Silva, India and Brazil signed a Memorandum of Understanding on Cooperation in the Field of Critical Minerals between India's Ministry of Mines and Brazil's Ministry of Mines and Energy. The MoU establishes a bilateral framework spanning the entire critical-minerals value chain — exploration, mining, processing, recycling, and refining — with explicit focus on rare-earth elements, lithium, nickel, cobalt, niobium, manganese, and other strategic minerals. It was issued alongside a broader Joint Statement targeting USD 30 billion in bilateral trade by 2030 and a ten-year strategic-partnership roadmap covering AI, defence, energy, agriculture, and digital transformation.
Brazil's federal innovation-financing agency FINEP (Financiadora de Estudos e Projetos), under the MCTI/FNDCT umbrella, published a BRL 215.2 million (~USD 40.8 million) public call — "Finep Mais Inovação Brasil – Transformação Mineral" — offering non-repayable economic-subsidy grants for private-sector research, development and innovation projects across five thematic lines: critical and strategic minerals for the energy transition, urban mining (recovery of high-value materials from e-waste, batteries, photovoltaic cells and wind-turbine magnets), rare-earth magnets, sustainable mining technologies, and decarbonization of mineral transformation. Applicant companies must partner with a Scientific, Technological and Innovation Institution (ICT). Proposal submission opened 2026-02-06 and, per the official call page, the deadline was later extended from 2026-08-31 to 2026-09-04 18:00 (Brasília time).
The UAE and United States signed a bilateral Framework on Securing Supply in the Mining and Processing of Critical Minerals and Rare Earths on 4 February 2026, on the sidelines of the 2026 US Critical Minerals Ministerial in Washington DC. The framework coordinates a joint UAE-US approach across mining, separation, processing, recycling, and downstream activities, leveraging UAE strategic reserves alongside US industrial demand and stockpiling infrastructure. Both parties committed to mobilise public and private investment via financing, guarantees, equity investments, offtake arrangements, insurance, and regulatory facilitation, and to streamline permitting and protect supply chains from non-market practices. Within six months, both parties intend to identify priority projects for financing, and to cooperate on recycling technology, geological mapping, and national security asset-review procedures.
On 4 February 2026, in Washington, DC, Philippine Secretary of Environment and Natural Resources Raphael P.M. Lotilla and US Under Secretary of State for Economic Affairs Jacob Helberg signed an intergovernmental Memorandum of Understanding to cooperate on diversifying global critical-mineral supply chains and to promote bilateral investment in mapping, survey, processing, refining, and recycling of critical minerals and rare earths. The MoU was one of eleven founding-member bilateral instruments signed simultaneously at the inaugural FORGE (Forum on Resource Geostrategic Engagement) Critical Minerals Ministerial hosted by Secretary of State Marco Rubio. The framework explicitly aims to push the Philippines' mining sector beyond raw-ore export toward domestic value-add and downstream processing.
On 20 January 2026, Canada Growth Fund Inc. (CGF), a CAD 15bn federal Crown investment vehicle, invested US$25 million into Cyclic Materials Inc., a Kingston, Ontario-based rare-earth recycler. The investment forms part of a US$75 million Series C preferred-equity round led by T. Rowe Price Associates, with continued participation from existing investors; CGF's US$25 million contributes roughly one-third of the total raise. Proceeds expand Cyclic's Kingston Center of Excellence and Canada-based R&D footprint and accelerate commercial deployment of its Hub-and-Spoke recycling process, which recovers magnet metals (rare-earth oxides) from end-of-life products and manufacturing scrap at a stated 98%+ recovery rate.