 |
| US Mining Rare Earth |
Policy shifts set the stage for US mining recovery
The US mining sector faces pivotal changes in 2026 as federal policies and executive orders reshape permitting and investment. The US mining 2026 outlook emphasizes critical minerals and domestic production growth. Meanwhile, decades of restrictive legislation have slowed industry expansion. As a result, rebuilding mining foundations will require sustained effort and investment.
Executive orders including EO 14213, 14220, 14241, 14261, and 14272 direct agencies to remove barriers, open land for exploration, and expand processing capacity. In contrast, litigation and permitting challenges remain key risks. Therefore, the SPEED Act’s passage is critical to reduce approval delays and maintain momentum from 2025 reforms.
Critical minerals, security, and talent shortages
Rare earths remain central to US strategic risk, with dependence on China for heavy and light elements. Meanwhile, domestic separation is costly and small markets limit returns. As a result, public-private investment models are expanding, offering financing and demand guarantees. Additionally, the US faces a talent shortage in mining and metallurgical disciplines. Struhsacker stresses Congress must pass the Mining Schools Act to rebuild technical expertise.
The US mining 2026 outlook underscores the importance of translating policy into tangible gains. Continued federal investment, legislation, and workforce development are required to secure supply chains. Consequently, the sector’s role in global mining markets will evolve as 2026 unfolds.
ScrapInsight Commentary
The US mining sector may strengthen its global role through strategic critical mineral development. Federal policy reforms and investment support could accelerate recovery, yet talent shortages and permitting risks remain. Government-backed financing and regulatory clarity will be essential for sustainable growth.
