Global Supply Chain Task Force 2024 Roadmap 

Action is necessary if America and our allies are to achieve greater access, security, and  resiliency in our Critical Mineral and Rare Earth Element (CM/REE) supply chains, to  include critical technologies. It is not merely enough to admire the problem. The  objective of our Global Supply Chain Security Task Force (GSCTF) for this year is to hone  our recommendations and leverage our established networks into impactful and  necessary action—2024 is a critical year for our country and our allies. 

The demand for critical minerals and rare earth elements is only growing and will  continue to do so over the next decade. The current CM/REE ecosystem is insufficient to  meet needs for advanced manufacturing, critical and military technologies, and the clean  energy transition. This growing demand is occurring at a time of increased global  tensions, military engagements, strategic competition between the United States and  China. To ensure that the U.S., the EU, and NATO remain not just economically  competitive but leading drivers of growth and innovation, securing access to critical  minerals and rare earths is vital.  

Building upon the successes of 2023, the GSCTF will leverage the unique and deep  relationships we established over the past four years. 2024 -2025 will be increasingly  important years for securing appropriate access to critical minerals and improving the  resiliency of their supply chains, along with the supply chains of other critical  technologies. 

The GSCTF will continue the productive virtual discussions and engagements, convene  new events, and most importantly, translate the conversations into action. In addition to  regular virtual briefings, below is a summary of planned and proposed events: 

• January – February: The Diplomatic Roundtable Series proved to be an outstanding  success and will continue this year. The roundtables tentatively confirmed are:

➢31 January: P2P and Silverado are co-hosting an event with the EU to which Task Force members are invited. “A U.S.-EU Strategy to Close the Critical Minerals  Circularity Loop” 

➢Early February: An Africa-focused roundtable with diplomatic representatives  expected from Tanzania, Botswana, Kenya, Namibia, Zambia, South Africa, Liberia,  and others. 

➢Late February: Scandinavia and the European Union, hosting senior  representatives from Sweden, Finland, Norway, Denmark, and other countries to  be named.  

➢Tentative: A Lithium Triangle event with Argentina, Chile, and Mexico. 

• March: The Task Force will convene its first tabletop exercise (TTX) in Washington  D.C. Participants will be senior executives divided into blended teams of government,  industry, and academia, then presented with a scenario. The intention is to stress test  our/GSCTF recommendations and edit if necessary or develop new ideas.  

• End of March: The GSCTF will hold a two or three-hour forum at the Capitol’s Visitor  Center Conference room with senior Members both R and D, senior congressional  staff, and media guests to unveil the GSCTF recommendations. 

• April: Return to a Five Eyes and Indo-Pacific focused roundtable. Anchored by the  senior representatives of Australia, Canada, UK, and New Zealand, delegates from  Japan and South Korea will also be invited.  

• May (Tentative): The GSCTF has been invited to host a joint roundtable discussion of  tabletop exercise (TTX) with the London Metal Exchange in London. The GSCTF anticipates participation from House of Commons and House of Lords representatives.  

• June: Closing out the first six months, the GSCTF will convene a discussion (in-person  or virtual) to support the development of a paper for voters and those running for  office: What Every Elected Official Must Understand to Secure our Critical Minerals & Critical Technologies Supply Chains. The Task Force will continue working in  partnership with Silverado and our members to develop some key, concise points on  the relevant subject voters should understand about each candidate running for  office. 

• June – August: Throughout the summer the Task Force will evaluate what remains  on the congressional CM/REE to-do list, identifying priorities for the next Congress  and administration, and preparing a Day One legislative playbook for incoming  legislators and their staff.  

• Tentative plan but discussions underway for an October “trade” or industry mission  to an African capital, likely Nairobi, Kenya. Our objective will be to convene  suppliers, purchasers, and investors to create a closed loop supply chain pilot project.  This multi-day mission will bring Task Force members together with their African  counterparts for discussions. In addition, we anticipate facilitating business-to 

business and government-to-business engagements. Additional information on this  mission will follow.  

• November: Election time. Regardless of who is elected, the Task Force’s work will  remain of indispensable importance. The GSCTF with our partner, Silverado, will  finalize the Day One playbook book begun during the summer. We will position the  GSCTF as a source of policy and industry expertise. Both the Task Force and Silverado  are well-placed to serve as a resource for either a renewed Democrat administration  or an incoming Republican team.  

• December: Convene a forum with congressional and executive branch senior  officials and unveil the GSCTF Day One Playbook and 2025 priorities. 

Again, the activities above will be augmented by virtual and in-person briefings that will  offer GSCTF members an opportunity to engage directly with the senior administration  officials and congressional members and staff. We are currently planning for in-depth  continued discussion on various trade authorities, import restrictions, etc.  

2023 Global Supply Chain Task Force
Year-in-Review

With your assistance and expertise, our GSCTF actioned measurable and impactful  progress in 2023. Below is a summary of our successes, briefings, and established senior  level networks. 

• Spring-summer: The GSCTF responded to requests from Senators Manchin, Sinema,  and Young’s offices on our recommendations for environmental permitting reform  to improve our access to critical minerals. 

• October and November: Hosted two, in-person diplomatic roundtables with the  Deputy Chiefs of Mission from Australia, Canada, the UK, and senior officials from New Zealand and Japan. More than 35 senior industry executives, U.S. government  executives, and bi-partisan congressional staff also attended. 

• November: GSCTF recommendations are included in the inaugural White House  Council on Supply Chain Resilience’s 30 actions to strengthen our global supply  chains. Specific language and ideas discussed during several virtual briefings with  White House and other senior government officials are also included for action.  

• Held monthly virtual briefings where senior congressional staff participated in many.  These briefings led to regular interaction with the following:  

o Department of Energy’s Manufacturing & Energy Supply Chain Office o Dept. of Energy’s Loan Program Office 

o USAID’s Supply Chain Integrity & Freedom Office (SCIF) 

o USAID’s Prosper Africa  

o Commerce Department’s CHIPS office  

o State Department’s Minerals Security Partnership 

o White House Office of Science & Technology Policy  

o White House National Economic Council 

o White House National Security Council

o Department of Defense’s Office of Industrial Base Policy 

o RAND, MITRE, CSIS, SAFE, National Mining Association. 

• Maintained regular communication with senior congressional staff (Democrats &  Republicans) from relevant committees, specific Members’ offices including: Senate  Chairmen Peters and Warner, Ranking Member Risch, Sens. Rubio, Manchin, Sinema,  and Wicker; House Chairmen McCaul and McMorris Rodgers, Ranking Member  Meeks, Reps. Keating, Bera, J. James, among others. 

The value of the Task Force is evidenced in the successes achieved this year and our  planned course of action for the year ahead. The efficacy of the Task Force, and the  expansion of both its reach and influence is due entirely to the participation of  companies and organizations such as yours. I will be following up with you directly to  discuss continued GSCTF membership. Thank you for sharing your expertise and your  consideration.