White House Secures Rare Earth Concessions From China, But U.S. Supply Chains Remain At-Risk

Following last week’s bilateral summit in Beijing, the White House announced limited progress on rare earth export restrictions. While the agreement addresses shortages in yttrium, scandium, indium, and neodymium, it tacitly acknowledges a harder reality: China’s export control regime is here to stay. M2i Global recognizes this moment as a critical inflection point in U.S. […]
The Good Guide to Critical Minerals: Why the Stakes Have Never Been Higher

The Minerals Council of Australia’s Good Guide to Critical Minerals is essential reading for anyone serious about the future of the global energy transition, advanced manufacturing, and national defense. Released in early 2026, the Guide catalogs more than 50 minerals that governments across the United States, European Union, Japan, South Korea, Canada, and the UK have collectively […]
America’s Rockefeller Moment in Critical Minerals Has Arrived

A recent Fortune commentary by Venkat Pacha of Neoterra Partners draws a powerful historical parallel: the critical minerals industry today mirrors the oil industry of the 1860s. Fragmented and volatile, it was ripe for the infrastructure-driven consolidation that made John D. Rockefeller the wealthiest man of his era. Pacha’s central thesis is clear. The real […]
Mining Isn’t Enough: 60 Minutes, MP Materials, and the Midstream Crisis

CBS News’ 60 Minutes investigation into MP Materials’ Mountain Pass rare earth mine tells a compelling story: two hedge fund managers revive America’s only active rare earth mine, refine neodymium to 99.9% purity, and supply magnets to GM and Apple. The Pentagon backs the venture with $400 million and a 15% stake. But the feature […]
M2i Global Featured on Advancements with Ted Danson

M2i Global was recently featured on Advancements with Ted Danson, an award-winning educational television series that highlights breakthrough innovations shaping the future of industry, technology, and global resilience. Advancing Critical Minerals Supply Chain Resilience In this segment, M2i Global President and CEO Alberto Rosende, Board Chair Doug Cole, Board Member Anthony Short, and partners David Batstone and Mark Wexler discuss the growing urgency […]
Fastmarkets Features M2i Global CEO Alberto Rosende on Building America’s Critical Mineral Reserve

M2i Global’s CEO and President Major General (Ret.) Alberto Rosende joined Fastmarkets’ “Fast Forward” podcast to offer an in-depth look at M2i’s Critial Mineral Reserve (CMR) and the company’s broader mission to realign the U.S. mineral economy. In conversation with Andrea Hotter, Rosende outlines a new framework for mineral security that blends government partnership, private innovation, […]
Battery Recycling and the Missing Middle: Rebuilding U.S. Midstream Metals & Minerals Infrastructure

The Washington Post’s in-depth profile of Redwood Materials’ Nevada operations, highlights the fact that battery recycling is a national security imperative. The ability to reclaim and refine metals like lithium, nickel, and cobalt offers the U.S. a chance to close the loop on materials and reduce reliance on foreign-controlled supply chains. At M2i Global, this midstream capacity of refining, traceability, […]
WHITEHOUSE: U.S.-Japan Critical Minerals Framework Reinforces Global Need for Allied Midstream Infrastructure

The United States and Japan have officially signed a joint framework to strengthen cooperation around critical minerals and rare earths, an agreement that signals a new phase in allied economic and energy security. The U.S.-Japan Critical Minerals Framework, announced in this White House briefing, outlines a coordinated investment strategy across mining, processing, and stockpiling of strategic materials. […]
M2i Global Applauds Historic U.S.-Australia Critical Minerals Deal: A Model for Trusted Supply Chain Partnerships

In a major move to reshape global supply chains, the United States and Australia have announced a $3 billion joint investment under a newly signed Critical Minerals Framework. The agreement is designed to secure strategic resources, scale domestic and allied production, and advance resilience through trusted partnerships. M2i Global strongly supports this framework, one which we […]
Famed Wharton Finance Professor Calls It “Scandalous” That the U.S. Lacks a Rare Earth Reserve

n a recent CNBC interview, world-renowned economist and expert on the financial markets, Wharton’s Jeremy Siegel didn’t mince words: “It’s scandalous that we don’t have a rare earth strategic reserve [and] that we let China monopolize 90% of refining rare earth materials.” Siegel’s comments highlight a reality M2i was founded to address. While policymakers debate […]