Critical Minerals Alliance: Diversified Supply, Responsible Sourcing, and Strategic Stockpiles for the Clean Energy Transition
Three interlocking initiatives to solve the critical minerals bottleneck: (1) Democratic Minerals Alliance (DMA): A binding agreement among 30 resource-rich democracies to streamline permitting for critical mineral projects (target: 3-year
Based on: Critical Minerals Alliance: Diversified Supply, Responsible Sourcing, and Strategic Stockpiles for the Clean Energy Transition1
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Three interlocking initiatives to solve the critical minerals bottleneck: (1) Democratic Minerals Alliance (DMA): A binding agreement among 30 resource-rich democracies to streamline permitting for critical mineral projects (target: 3-year approvals), share geological data, and coordinate strategic stockpiling — creating an alternative to Chinese supply chain dominance. Modeled on the US-led Minerals Security Partnership but with binding commitments and a joint investment vehicle ($50B fund for mine development and processing capacity). (2) Responsible Minerals Certification: Extend and strengthen the OECD Due Diligence Guidance for Responsible Mineral Supply Chains into a mandatory certification backed by market access conditions — EU and US import rules require certified sourcing by 2028. Creates economic incentive for DRC and other producing nations to improve governance. (3) Critical Minerals Strategic Reserve: G20 nations each maintain a 90-day strategic reserve of the six most critical minerals (lithium, cobalt, nickel, rare earths, copper, graphite) — the clean energy equivalent of the strategic petroleum reserve — providing buffer time if China restricts exports.
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