Presidential Memorandum: Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials
Summary
This memorandum invokes the Defense Production Act (DPA) Section 101 to declare that recoverable critical minerals and materials (such as black mass, end-of-life rare-earth magnets, and scrap) are essential to national defense and that the U.S. cannot meet defense needs without disrupting civilian markets. It directs the Secretary of Commerce to issue regulations and take actions—including priority contracts and supply-chain interventions—to rapidly expand domestic recovery and processing of these materials, while explicitly excluding copper scrap already covered by a separate proclamation.
See which stocks are affected
Key takeaways, market implications, full AI analysis, and connected signals are available to HillSignal members.
Already have an account? Log in
Key Takeaways
- 1.Finds that recoverable critical minerals and materials (CMMs) are scarce and essential to national defense, invoking DPA Section 101 authority.
- 2.Directs the Secretary of Commerce to implement actions under Section 101, including issuing regulations, to secure domestic supply of recoverable CMMs.
- 3.Defines 'recoverable critical minerals and materials' to include black mass, end-of-life rare-earth permanent magnets, swarf, and other waste/scrap containing critical minerals, explicitly excluding copper scrap.
- 4.Expands the definition of critical minerals by referencing existing executive orders and statutes, and allows the Secretary of Commerce to designate additional materials.
Market Implications
This DPA action will boost investment and production in domestic critical mineral recycling and processing, likely increasing stock valuations for pure-play recovery companies and defense contractors reliant on secure rare-earth magnet supplies, while potentially raising costs for import-dependent manufacturers.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 139 separate government actions have converged on Critical Minerals / Mining. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 59 patents, 41 procurement notices, 15 federal contracts, 7 bills, 6 SEC filings, 6 executive actions, 3 advancing legislation and 2 insider buys — it's the clearest early tell that Washington is committing to critical minerals / mining, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- BillRecognizing the Importance of Critical Minerals in Healthcare Act of 2023 · 2025-01-04
- Congressional tradeMarjorie Taylor Greene bought SCCO ($1,001 - $15,000) · 2025-04-11
- BillZero-Based Regulatory Budgeting to Unleash American Energy Act of 2025 · 2025-07-24
- BillPERMIT Act · 2025-12-15
- BillMining Regulatory Clarity Act · 2026-02-11
- ContractLEIDOS, INC.: SEE SECTION J, ATTACHMENT 1, P1-23-2490 PERFORMANCE WORK STATEMENT (PWS) CRITICAL MINERALS AND MATERIALS RESEARCH AND DEVELOPMENT FOR THE OF · 2026-05-21
- Executive actionProclamation: Modifying the Grand Staircase-Escalante National Monument · 2026-07-13
- Executive actionProclamation: Modifying the Bears Ears National Monument · 2026-07-13
- Executive actionPresidential Memorandum: Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials · 2026-07-30
- ContractDAVIE DEFENSE INC.: $3.5B Department of Homeland Security Contract · 2026-07-31
- ContractIOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY: MULTI-PROGRAM NATIONAL PHYSICAL RESEARCH INCLUDING RARE EARTHS AND USE OF AMES MPC. · 2026-08-27
- BillTo ensure that goods made using or containing cobalt extracted or processed with the use of child or forced labor in the Democratic Republic of the Congo do not enter the United States market. · 2026-09-10
- Procurement noticeREQUEST FOR INFORMATION MINERAL PROCESSING LEASING OPPORTUNITIES · 2026-09-10
- Procurement noticePolaris 2026/2027 Ranger Crew XD 1500 Northstar Premium-Super Graphite Smoke · 2026-09-11
This signal is one of the converging government actions below.
Over the last 90 days, 7 separate government actions have converged on Rare Earth Magnets / Permanent Magnets. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 5 procurement notices, 1 executive actions and 1 patents — it's the clearest early tell that Washington is committing to rare earth magnets / permanent magnets, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- BillCMMSA 2.0 · 2026-02-10
- BillRare Earth Magnet Market Revitalization Act · 2026-02-12
- Procurement noticeDomestically Sourced Rare Earth Magnets for sUAS · 2026-06-04
- BillTo amend the Internal Revenue Code of 1986 to incentivize the domestic production and use of permanent magnets, and for other purposes. · 2026-06-09
- Procurement noticeDomestically Sourced Rare Earth Magnets for sUAS · 2026-06-10
- Procurement noticeDomestically Sourced Rare Earth Magnets for sUAS · 2026-06-17
- Procurement noticePermanent Magnet Blocks · 2026-07-29
- Executive actionPresidential Memorandum: Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials · 2026-07-30
- Procurement noticePermanent Magnet Blocks · 2026-07-31
- Procurement noticeRare Earth Magnets · 2026-08-12
- Procurement noticePermanent Magnet Blocks · 2026-08-27
- PatentPatent: Infineon Technologies AG — MAGNETIC FIELD SENSOR WITH MECHANICALLY PROTECTED PERMANENT MAGNET · 2026-09-01
Full Analysis
This DPA action will boost investment and production in domestic critical mineral recycling and processing, likely increasing stock valuations for pure-play recovery companies and defense contractors reliant on secure rare-earth magnet supplies, while potentially raising costs for import-dependent manufacturers.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
Rare Earth Magnet Market Revitalization Act
To establish the Critical Minerals Innovation Partnership, and for other purposes.
To amend the Internal Revenue Code of 1986 to incentivize the domestic production and use of permanent magnets, and for other purposes.
Executive Order: Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Excluding Certain Canadian Alcoholic Beverages from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages
President Trump, invoking Section 338 of the Tariff Act of 1930, orders an import ban on certain Canadian alcoholic beverages effective September 29, 2026, escalating previous 50% ad valorem duties. This action targets Canadian discrimination against U.S. alcoholic beverages, citing Canada's broken commitments and additional retaliation. The ban replaces the tariff for specified products with a complete exclusion from entry into the United States.
Excluding Certain Canadian Products from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Motor Vehicles
This proclamation bans imports of certain Canadian products, escalating a trade dispute over Canada's motor vehicle tariffs. It builds on prior actions under Section 338 of the Tariff Act of 1930 to impose an import exclusion, effective September 29, 2026, for goods currently subject to a 50% duty. The measure directs U.S. Customs and Border Protection to implement the ban and removes these products from the tariff regime, potentially disrupting supply chains in automotive and related sectors.
Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages
This proclamation modifies the list of Canadian products subject to a 50% ad valorem additional duty originally imposed under Proclamation 11046, effective September 15, 2026. It adds certain products to the duty (Annex I, Part A) and removes others (Annex I, Part B), based on recommendations from senior executive branch officials to better serve the public interest while still offsetting Canadian discrimination against U.S. alcoholic beverages. The action directs U.S. Customs and Border Protection to implement the changes and maintains that the duties are in addition to any existing section 232 duties.
Free — no credit card
Get the next market-moving signal before the news does
HillSignal scores every Congressional bill, federal contract, and insider filing for market impact and emails you the high-conviction ones — free, no credit card.
Weekly digest — the congressional activity that actually moved markets that week, in plain English. Free, one email.
Free forever plan · No credit card · Unsubscribe in one click
Want the live terminal too? Create a free account →