Critical Minerals: 2025 Year in Review & Looking Ahead to 2026

December 15, 2025 • 9:00 am – 5:00 pm EST

Over the past year, there has been a monumental shift in how the United States, its international partners, and foreign adversaries approach minerals security. 2025 made one thing unmistakably clear: minerals security is inseparable from both national and economic security. Washington has moved beyond rhetoric to action—deploying bold new policy tools such as price floors, equity stakes, and offtake agreements—while embedding minerals strategy at the core of its foreign policy agenda.

Join the CSIS Critical Minerals Security Program for a flagship event, Critical Minerals: 2025 Year in Review & Looking Ahead to 2026, on December 15, 2025, from 9:00 am – 5:00 pm ET. This full day gathering will bring together policymakers, industry executives, and thought leaders to reflect on key trends in critical mineral markets and policy over the past year and explore what lies ahead.

The event will feature a series of fireside chats and keynotes from Jarrod Agen, Executive Director of the White House’s National Energy Dominance Council, Senator Catherine Cortez Masto (D-NV), and Senator Bill Hagerty (R-TN), alongside panel discussions with leaders from government and industry. Speakers will explore how the minerals landscape has shifted in defense, domestic processing, and diplomacy, as well as offer a forward-looking forecast as the U.S. strengthens its mineral production and processing capabilities to meet evolving demand.

Event Agenda


Welcoming Remarks

9:00 am
  • Dr. Gracelin Baskaran, Director, Critical Minerals Security Program, CSIS
  • Dr. Seth G. Jones, President, Defense and Security Department and Harold Brown Chair, CSIS 

Keynote Fireside

9:20 am
  • Jarrod Agen, Executive Director of the White House’s National Energy Dominance Council 

 

Moderator: 

  • Dr. Gracelin Baskaran, Director, Critical Minerals Security Program, CSIS

Panel 1: Advancing Domestic Minerals Security

9:45 am

Speakers:

  • Rahim Bapoo, Managing Director, Energy Transition, Metals, Mining & Critical Minerals, BMO Capital Markets
  • Judy Brown, Head of External Affairs, Americas, South32
  • Jasper Jung, Executive Director, Strategic Initiatives for Global Public Policy, General Motors

Fireside Chat: America's Rare Earths Comeback

10:30 am

Speaker:

  • Matt Sloustcher, Executive Vice President, Corporate Affairs & Chief Communications Officer, MP Materials

Coffee & Networking Break

10:55 am

Panel 2: The Role of Copper in Advancing U.S. Economic Security

11:05 am

Speakers:

  • Seth Levey, Head of U.S. Government Relations and Corporate Affairs, Glencore
  • J.J. Ong, Vice President, Federal Government Relations & International Affairs, Freeport-McMoRan
  • Dominic Perrottet, Head of Corporate and External Affairs USA, BHP

Fireside Chat: A Bipartisan Roadmap for Minerals Security

11:50 am

Speaker: 

  • Representative Ami Bera (D-CA)

 

Moderator

  • Dr. Gracelin Baskaran, Director, Critical Minerals Security Program, CSIS

Lunch

12:25 pm

Panel 3: Strengthening Minerals Diplomacy and International Partnerships

1:05 pm

Speakers:

  • Frank Fannon, Co-founder & Managing Partner, Orion Critical Minerals Consortium; Senior Advisor, Critical Minerals Security Program, CSIS
  • Tom Haslett, Director, Critical Minerals and Energy Policy, U.S. International Development Finance Corporation (DFC)
  • Emily Olson, Chief Sustainability and Corporate Affairs Officer, Vale Base Metals
  • Sarah Whitten, Senior Vice President, China and Transformational Exports Program, The Export-Import Bank of the United States

Fireside Chat

1:50 pm

Speaker:

  • Reggie Singh, Acting Deputy Assistant Secretary for Energy and Critical Minerals, U.S. Department of State

 

Moderator:

  • Eric Palomaa, Director, Hess Center for New Frontiers, CSIS

Fireside Chat

2:15 pm

Speaker: 

  • Senator Catherine Cortez Masto (D-NV)

 

Moderator: 

  • Dr. Gracelin Baskaran, Director, Critical Minerals Security Program, CSIS

 

Coffee & Networking Break

2:45 pm

Tech Spotlight: Leveraging Artificial Intelligence for Mineral Exploration

3:05 pm

Speaker: 

  • Dr. John Mern, Chief Executive Officer, Terra AI

Fireside Chat

3:30 pm

Speaker: 

  • Senator Bill Hagerty (R-TN)

 

Moderator: 

  • Dr. Gracelin Baskaran, Director, Critical Minerals Security Program, CSIS

 

Closing Remarks

3:55 pm

Dr. Gracelin Baskaran, Director, Critical Minerals Security Program, CSIS

Drinks Reception & Networking

4:00 pm

Event agenda is subject to change. 

This event is made possible through generous support from Vale Base Metals, BHP, South32, and Freeport-McMoRan to the CSIS Critical Minerals Security Program.

Contact Information

Image
Seth G. Jones
President, Defense and Security Department; Harold Brown Chair
Image
Jarrod Agen

Jarrod Agen

Executive Director of the White House’s National Energy Dominance Council
Image
Senator Catherine Cortez Masto (D-NV)

Senator Catherine Cortez Masto (D-NV)

Ranking Member, Senate Energy and Natural Resources Subcommittee on Public Lands, Forests, and Mining
Image
Senator Bill Hagerty (R-TN)

Senator Bill Hagerty (R-TN)

Chairman, Senate Banking, Housing, and Urban Affairs Subcommittee on National Security and International Trade and Finance
Image
Representative Ami Bera (D-CA)

Representative Ami Bera (D-CA)

Ranking Member, House Foreign Affairs Subcommittee on East Asia and the Pacific
Image
Rahim Bapoo

Rahim Bapoo

Managing Director, Energy Transition, Metals, Mining & Critical Minerals, BMO Capital Markets
Image
Judy Brown

Judy Brown

Head of External Affairs, Americas, South32
Image
Frank Fannon
Co-founder & Managing Partner, Orion Critical Minerals Consortium; Senior Advisor, Critical Minerals Security Program, CSIS
Image
Tom Haslett

Tom Haslett

Director, Critical Minerals and Energy Policy, U.S. International Development Finance Corporation (DFC)
Image
Jasper Jung

Jasper Jung

Executive Director, Strategic Initiatives for Global Public Policy, General Motors
Image
Seth Levey

Seth Levey

Head of U.S. Government Relations and Corporate Affairs, Glencore
Image
Emily Olson

Emily Olson

Chief Sustainability and Corporate Affairs Officer, Vale Base Metals
Image
J.J. Ong

J.J. Ong

Vice President, Federal Government Relations & International Affairs, Freeport-McMoRan
Image
Dr. John Mern

Dr. John Mern

Chief Executive Officer, Terra AI
Image
Dominic Perrottet

Dominic Perrottet

Head of Corporate and External Affairs USA, BHP
Image
Reggie Singh

Reggie Singh

Acting Deputy Assistant Secretary for Energy and Critical Minerals, U.S. Department of State
Image
Matt Sloustcher

Matt Sloustcher

Executive Vice President, Corporate Affairs & Chief Communications Officer, MP Materials
Image
Sarah Whitten

Sarah Whitten

Senior Vice President, China and Transformational Exports Program, The Export-Import Bank of the United States