The New Battlefield in America’s Minerals War Isn’t in the Ground?It’s in the Mind

Nov 17, 2025

Highlights

  • A Yeshiva University study identifies misinformation—not permitting delays or regulations—as the primary force derailing U.S. lithium, cobalt, and rare earth mining projects, using sentiment analysis and predictive analytics to model rumor velocity.
  • Research reveals that regulatory silence creates information vacuums where misinformation thrives, with rumors following a predictable 72-hour acceleration curve that can be detected with ~80% accuracy using early-warning systems.
  • The study concludes that trust-building through community engagement, value-framed messaging, and credible intermediaries must become core strategic pillars of America's critical-minerals policy—not optional public relations afterthoughts.

Before a single drill rig arrives, before an environmental review is even complete, and long before any community sees a single dollar of economic benefit, America’s critical-minerals projects are increasingly fighting a different kind of war. It’s not a battle of geology or metallurgy—but of rumor velocity, digital echo chambers, and the fragile currency of public trust.

A new study in the World Journal of Advanced Research and Reviews by Harmony Matenga and colleagues at Yeshiva University, Hult International Business School, and George Washington University exposes what many in the industry have sensed but few have been able to quantify: that misinformation—not litigation, not permitting delays, not environmental regulations—has become one of the most potent forces capable of derailing U.S. lithium, cobalt, and rare earth projects.

Using case mapping, sentiment analysis, and predictive analytics, the authors present a blueprint for defusing distrust before it metastasizes into political paralysis.

This is not just academic theory. It is a warning shot.

How Rumors Become Roadblocks

Matenga’s team dissected real-world controversies—from Nevada’s Thacker Pass lithium mine to Upper Midwest copper-nickel disputes to emerging U.S. rare earth proposals. Their finding is brutally simple: when regulatory timelines become murky, misinformation floods the vacuum.

  • Silence from agencies is interpreted as guilt.
  • Delays become “proof” of hidden contamination.
  • A stray activist tweet becomes a viral Facebook post, becomes a local news headline.
  • Suddenly, public hearings overflow with fear rather than fact.

This is how projects die—digitally, long before they die formally.

Inside the Study’s Toolkit: Rumor Cartography for the Energy Transition

The authors deploy a hybrid toolkit that reads like a 21st-century field manual for America’s minerals strategy:

Case Mapping

They traced misinformation patterns across lithium, rare earth, copper, and cobalt projects—identifying a predictable cycle:

uncertainty → speculation → amplification → distrust.

Sentiment Analysis

Mining doesn’t just generate tailings; it generates emotion.

The team mapped anger spikes, fear clusters, and polarization nodes across social media, public comments, and local news.

They identified three audiences:

  1. Opponents who amplify every negative signal
  2. Conditional supporters who want credible reassurance
  3. Passive observers who get swept wherever the current goes

A/B Message Testing

Fact sheets—beloved by agencies—failed.

Value-framed messaging from trusted intermediaries worked.

Predictive Analytics

Rumor acceleration follows a curve.

Within 72 hours, misinformation either fizzles or becomes unstoppable.

The models predicted rumor surges with ~80% accuracy, giving agencies a narrow tactical window.

This is intelligence work, not communications work.

The Five Major Revelations

RevelationSummary
Misinformation Breeds in Regulatory GapsWhen agencies go quiet, rumors scream.
Echo Chambers Beat Press Releases Every Time A local Facebook post can outrun a federal environmental impact statement. 
Trust Outweighs Technical DataCommunities trust universities, local scientists, and NGOs—not corporations or federal bureaucracy.
One-Size-Fits-All Outreach Is DeadInvestors, activists, farmers, and tribal communities speak different languages, hold different fears, and require different signals.
Rumor Velocity Can Be Modeled—and Managed With early-warning analytics, agencies can fight misinformation proactively rather than scrambling after the fact.

Why This Matters for America’s Rare Earth Ambitions

If the U.S. hopes to build anything resembling a domestic rare earth supply chain, the study delivers a hard truth:

  • Mining technology isn’t the limiting factor—social trust is.
  • Permitting risk is now information warfare.
  • Supply chain resilience is now communication resilience.

A national critical-minerals strategy must include rumor suppression, trust-building, and community co-authorship—not as window dressing, but as structural necessities.

Limitations and the Controversial Terrain Ahead

The authors are careful to note what cannot be solved by analytics alone:

  • Political polarization distorts everything, bending even factual corrections into partisan signals.
  • AI-generated misinformation is rising, making rumor detection vastly harder.
  • Some distrust is earned—decades of environmental harm in some communities can’t be erased with better messaging.
  • Not all public opposition is misinformation; agencies must distinguish genuine concerns from falsehood-driven fear.

This framework is powerful—but it is not a silver bullet.

REEx View: Trust Is Now a Strategic Mineral

Matenga and her co-authors show that misinformation is not a side effect of modern mining—it is the battlefield on which America’s mineral security will be won or lost. Their study reframes communication as a core pillar of national resource policy, not the soft-science afterthought it has long been dismissed as.

If the United States wants lithium for batteries, rare earths for motors, and cobalt for aerospace, then trust must be engineered with the same rigor as metallurgical flowsheets.

The mines of the future won’t just need investors, engineers, and hydrometallurgists.

They will need sentiment analysts, community brokers, rumor forecasters, and credibility architects.

This isn’t PR. This is a national strategy.

Citation: Matenga, H., Shumba, L.N., Mupa, M.N., Gundani, T., & Pedzi, T.L.

Countering Misinformation in U.S. Critical-Minerals Projects: A Risk-Communication Framework for Community Trust and Permitting Resilience. WJARR, 2025; 28(02): 880–888. WJARR-2025-3781

© 2025 Rare Earth Exchanges™Accelerating Transparency, Accuracy, and Insight Across the Rare Earth & Critical Minerals Supply Chain.

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By Daniel

Inspired to launch Rare Earth Exchanges in part due to his lifelong passion for geology and mineralogy, and patriotism, to ensure America and free market economies develop their own rare earth and critical mineral supply chains.

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