NORTH AMERICA

North America critical minerals coverage spans the US, Canada, and
Mexico — the most strategically active Western jurisdiction for new
mining and processing investment. The Inflation Reduction Act, the
Canadian Critical Minerals Strategy, and billions in Department of
Energy and Department of Defense financing are converting North
America’s substantial geological endowment into active supply chains
for lithium, nickel, cobalt, rare earth elements, and copper. This
section tracks advanced projects including Thacker Pass, Mountain Pass,
and the James Bay lithium corridor, alongside policy developments,
company news, and offtake agreements shaping the North American battery
and defence materials supply chain in 2026.