Table of Contents
Summarised by Centrist
On January 14, US President Donald Trump warned that countries failing to sign agreements on critical minerals and derivative products within 180 days could face retaliatory tariffs.
Experts argue that New Zealand could be drawn into a US-aligned minerals deal.
The US is seeking to secure supply chains and reduce dependence on China for minerals critical to defence systems, artificial intelligence, energy infrastructure, and electric vehicles.
Critical minerals, such as copper and molybdenum, are materials essential to industry and national security that cannot be easily sourced or replaced. Rare earth minerals, such as neodymium, are a smaller, specific group used mainly in advanced technology and defence.
The most likely model the US may pursue with NZ is the critical minerals framework agreement Australia signed with the US last year.
That arrangement incorporated informal price supports, coordinated limits on Chinese investment, and geopolitical alignment enforced through the threat of trade retaliation rather than formal dispute mechanisms.
For New Zealand, alignment would not require a major policy shift. The government has already mapped domestic mineral resources, identified more than 20 exploitable critical minerals, joined the international Minerals Security Partnership, and adopted a strategy to double mineral exports by 2035.
A coalition government openly supportive of mining development makes participation administratively and politically easier.
However, expanded mining is already being challenged through Treaty-based and climate claims, which critics argue risk embedding uncertainty and delay into major economic decisions.
