Highlights
- Public Citizen found fewer than half of the 38 announced U.S. mineral MOUs publicly available in full, raising serious transparency concerns.
- The group warns that weak labor, environmental, and anti-corruption standards risk repeating exploitative resource extraction patterns in Africa and Central Asia.
- REEx notes the missing half of the debate is China, which holds decades of financing, infrastructure, and processing advantages across target regions.
- Both Public Citizen and the House Ways and Means Committee agree host-country value-chain development is key to durable supply security.
- A signed MOU produces no dysprosium—politically unstable or economically unfair deals offer no real supply security for the U.S.
Melinda St. Louis (opens in a new tab), director of Public Citizen’s Global Trade Watch, will testify (opens in a new tab) September 2 before the House Ways and Means Committee as Washington searches for critical-mineral partnerships in Africa and Central Asia. Public Citizen argues that the Trump administration’s mineral agreements suffer from inadequate transparency and risk corruption, weak labor and environmental protections, and exploitation of resource-rich countries. The hearing itself is confirmed by the Committee. For investors, the debate exposes a genuine tension: America urgently needs non-Chinese supply, but deals that fail politically or economically in host countries may ultimately provide little supply security.
Melinda St. Louis, Director of Public Citizen’s Global Trade Watch

REEx Insight: Public Citizen Identifies a Real Risk—But Only Half the Equation
Public Citizen deserves credit for asking who benefits from Western mineral security. Its review says the administration referenced 38 mineral MOUs or frameworks completed or under negotiation, while Public Citizen could independently identify only 28 and found fewer than half of announced MOUs publicly available in full. That is a legitimate transparency question.
Its broader framing, however, comes from an advocacy perspective. Terms such as “neocolonial extraction” and “seizing critical minerals” are interpretations, not neutral descriptions. The missing half is China—and that’s a big one.
In Great Powers Era 2.0™, Washington is competing against decades of Chinese financing, infrastructure construction, processing capacity, and commercial relationships across Africa and Central Asia. The U.S. cannot secure supply merely by writing stronger ESG clauses. It needs mines, separation plants, metallurgy, infrastructure, reliable offtake, and competitive financing—quickly.
But Public Citizen's strongest argument actually reinforces the REEx thesis: successful Western partnerships must let producing countries move up the value chain. African and Central Asian governments increasingly want processing, jobs, skills, and tax revenue—not permanent status as ore exporters. Agreements ignoring that ambition may prove strategically brittle.
The Real Test: Durable Supply, Not Signed MOUs
The Committee itself has emphasized Africa's strategic importance and competition with China. Public Citizen emphasizes accountability and sovereignty. Both perspectives contain truth. The winning Western model probably requires both: speed and standards, capital and accountability, U.S. security and host-country industrial development. A signed MOU produces no dysprosium. A politically unstable mine produces no security either.
REEx: The West cannot secure minerals without securing the partnership around them.
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