Robert Friedland: U.S. executive order to map critical mineral supply chains

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21.07.2026

Robert Friedland: U.S. executive order to map critical mineral supply chains — U.S. to map mineral supply chains

The U.S. government is taking steps to understand and secure its critical minerals supply chains. Robert Friedland offered congratulations to former President Donald Trump on the recent executive order that mandates a comprehensive mapping of supply chains linked to the country's defense sector. Friedland emphasized the intricate nature of securing metals vital to national interests, referencing major companies such as Apple that rely on robust supply lines. The initiative is intended to strengthen U.S. resource independence and improve resilience against potential disruptions.

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Friedland has previously cautioned that copper supply disruptions have tightened global markets, with ongoing interruptions expected to sustain higher prices, according to a recent report. He also highlighted Bank of America data on copper project capital intensity and noted Kamoa-Kakula's strong performance in project execution in a separate analysis. Both issues are central to discussions around the security of supply chains for critical minerals.

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