Deep Dive: Why Are Billions Going Into Critical Minerals?

We are still completely underestimating how short we are in terms of the global demand and supply dynamics of a handful of critical minerals that we need...

On the 2026 All-In Predictions episode, I made a simple point: We are still completely underestimating how short we are in terms of the global demand and supply dynamics of a handful of critical minerals that we need. What Are Critical Minerals The U.S. defines critical minerals as materials that are essential to national security and economic stability, yet vulnerable to supply chain disruptions. To build the 2025 critical list, the U.S. Geological Survey (USGS) modeled more than 1,200 supply-disruption scenarios, ranking minerals by how severely a cutoff could hit the U.S. economy.…