M2i Global CEO Outlines Critical Minerals Strategy Amid U.S. Policy Shift

Highlights

• M2i Global is strategically working to reduce U.S. reliance on foreign critical mineral sources, particularly challenging China's current dominance.
• The company is pursuing strategic mineral reserves through partnerships with universities, federal agencies, and allied nations like the Five Eyes Intelligence Alliance.
• With plans to acquire critical mineral recycling assets by 2025, M2i is positioning itself to support a more resilient domestic mineral supply chain.

As the United States sharpens its focus on critical mineral security, M2i Global (opens in a new tab) CEO Alberto Rosende (opens in a new tab) detailed the company’s efforts to build a resilient domestic supply chain, aligning with President Donald Trump’s new executive order on critical minerals.

In an interview with Proactive Investors (opens in a new tab), Rosende emphasized the need to reduce U.S. reliance on foreign sources, particularly in extraction, refining, and processing—areas where China currently dominates.

M2i Global is actively pursuing strategic mineral reserves, not just through stockpiling but by developing new refining and processing capabilities. The company is also forging partnerships with allied nations, particularly those in the Five Eyes intelligence alliance, which, under the 2024 NDAA, are now considered domestic sources of critical minerals.

Public-Private Partnerships, Investments & M&A—But Is That Enough?

Rosende highlighted M2i’s expanding collaborations with universities, federal and state agencies, and private industry to enhance the flow of critical minerals into the U.S. Looking ahead to 2025, M2i plans to acquire assets focused on critical mineral recycling, supporting the circular economy.

However, while the company has signed several off-take agreements, Rosende acknowledged that a meaningful flow of critical minerals isn’t expected until 2026—raising key questions about how quickly the U.S. can achieve mineral independence and whether policy shifts will be enough to counter China’s entrenched dominance.