US defends new minerals alliance, rejecting claims it targets China

Washington says the Forge initiative is about securing supply chains against shocks and price coercion, not building an exclusive bloc. Beijing has claimed it targets China, but a US official rejected this on Thursday.

US Official Defends Forge Initiative

On Thursday, a senior US official defended Washington’s new critical minerals push in an interview with the South China Morning Post. She described supply chain diversification as a national security measure, not an attempt to form an exclusive bloc as Beijing has claimed.

She sidestepped claims that Forge was aimed at China, which controls nearly 60 per cent of global critical mineral production and 80 per cent of refining. Instead, she framed it as a response to structural vulnerabilities in increasingly mineral-intensive supply chains.

“The focus is truly on diversifying supply chains that will help in the event there’s a disruption, like the pandemic,” Houston said. “These are prudent steps globally … and it’s an important step for national security writ large.”

She added that “by virtue of diversifying global supply chains, we are ensuring that we’re not at risk for these disruptions or price coercion”.

The Forge initiative involves countries including Australia, Democratic Republic of Congo, Peru, Philippines, Guinea, the European Union, Morocco, Paraguay, Argentina, and Ecuador. Keywords highlight potential partners like Glencore and the Cook Islands.

Critical materials are needed to make everything from defence systems and industrial robotics to washing machines. China’s dominance is facing global pushback, raising concerns over rare earths.

This move underscores supply chain security amid geopolitical tensions, though the US insists on its global and defensive nature. (148 words)

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U.S. VP JD Vance addressing allies at the Critical Minerals Ministerial, launching FORGE initiative to counter China's mineral dominance.
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US Vice President JD Vance urged allies to join a critical minerals trading bloc at a meeting in Washington. The inaugural Critical Minerals Ministerial launched the FORGE initiative as a successor to the MSP, with South Korea chairing it through June. The effort aims to counter China's dominance in key resources through diversified supply chains.

The US State Department hosted the first Critical Minerals Ministerial on Wednesday, attended by representatives from over 50 countries and organizations, aiming to break China's dominance in critical minerals vital for smartphones, weapons, and electric vehicle batteries. Vice President JD Vance called on allies to join the initiative to ensure fair market pricing and supply chain stability.

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In February 2026, the United States at the inaugural Critical Minerals Ministerial sought to rally more than 50 countries and the European Union around a landmark framework to loosen China’s control over the global critical minerals trade. The effort aims to counter Beijing’s dominance in the sector.

A ministerial-level meeting on critical minerals in Washington on January 12 saw G7 finance ministers agree to reduce dependence on China for rare earths. Amid China's intensifying use of export restrictions as economic coercion, this step is vital for securing resources underpinning technologies like electric vehicles and semiconductors.

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Argentina and the United States signed an agreement in Washington D.C. to boost the supply and processing of critical minerals, vital for new technologies. Foreign Minister Pablo Quirno and his counterpart Marco Rubio took part in the signing at the Ministerial Meeting on Critical Minerals on February 4, 2026.

Japan's government is hosting the inaugural Tokyo Economic Security Forum on December 15 in Tokyo. Amid global uncertainties from the US-China trade war and high tariffs under the Trump administration, experts from around the world will discuss securing strategic materials and protecting supply chains. The importance of public-private collaboration is highlighted.

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In a key step toward rare earth independence, Japan's research vessel Chikyu set sail from Shizuoka on January 12 for Minamitori Island waters to extract resource-rich seabed mud—building on responses to China's recent export restrictions, as previously covered. The mission coincides with G7 finance ministers' talks on supply chain security in Washington.

 

 

 

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