Ensuring National Security And Economic Resilience Through Section 232 Actions On Processed Critical Minerals And Derivative Products

The review could support tariffs, import restrictions, domestic-production incentives, or other measures to reduce U.S. reliance on vulnerable foreign supply chains. The order itself imposes no new tariffs or restrictions.

What the order does ​

• Directs the Secretary of Commerce to open a Trade Expansion Act section 232 investigation into processed critical mineral imports and derivative products.
• Requires analysis of import sources, country-specific risks, foreign market manipulation, supply chains, domestic capacity, demand, and import values.
• Requires an interagency draft review within 90 days and a final report with recommendations to the President within 180 days after the investigation begins.
• Directs Commerce to consider tariffs, other import restrictions, anti-circumvention safeguards, domestic production and recycling incentives, and additional national-security measures.
• Covers processed minerals, including uranium and rare earth elements, and goods such as batteries, electric vehicles, semiconductors, smartphones, magnets, radar systems, and wind turbines.

Who it affects ​

• U.S. importers, processors, recyclers, and manufacturers that use processed critical minerals.
• Foreign suppliers of processed critical minerals and products containing them.
• Defense, energy, transportation, telecommunications, semiconductor, and advanced-manufacturing supply chains.