Critical Raw Material Supply Chains
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America’s $100 Billion Plan to Ensure Energy Security
Yahoo Finance· 2025-11-25 17:00
Core Points - The US Export-Import Bank will invest $100 billion to secure supply chains for critical minerals, nuclear energy, and LNG as part of President Trump's plan [1][2] - The agency aims to reduce reliance on China and Russia for critical materials, with initial projects in Egypt, Pakistan, and Europe [2][4] - The bank has $100 billion available for deployment out of $135 billion authorized by Congress, with $8.7 billion in new transactions authorized in the past year [3] Investment Focus - The first deals include a $4 billion credit insurance guarantee for LNG from Egypt and a $1.25 billion loan for the Reko Diq mine in Pakistan [2] - Ex-Im Bank is experiencing high demand for support for US LNG exports from Europe, Africa, and Asia, with multibillion-dollar deals expected soon [4] - The bank's focus has shifted from renewable energy projects to supporting LNG exports and energy security [6] Strategic Importance - The new chair, John Jovanovic, emphasized that secure supply chains for critical raw materials are essential for achieving broader US objectives [2][4] - Ex-Im Bank's role in providing energy security through American LNG is highlighted, especially in regions that require it most [5]