The U.S. recently added 10 new minerals to its official list of critical minerals — a move that’s reshaping markets, supply chains and investment flows through the critical metals ecosystem.
In an email interview with Hedge Fund Alpha, Rahul Sen Sharma, president and co-CEO of Indxx, explained the impacts of reclassification, how it affects the market’s definition of critical minerals, and how investors can get a piece of the action.
The impacts of reclassification
The U.S. added copper, silver and metallurgical coal to its critical minerals list, which Sharma believes raises the likelihood of future tariff actions. Washington implemented a 50% tariff on semi-finished copper goods like pipes but initially gave an exemption to raw copper and cathodes.
“Copper is central to U.S. goals across energy, AI, national security and re-industrialization,” Sharma said. “Strengthening domestic copper supply is essential for grid expansion and long-term economic competitiveness, and critical-mineral status helps address upstream mining and refining challenges alongside new Section 232 tariffs.”
He added that the addition of silver to the critical minerals list could significantly reshape the market because of its heavy use in electronics, solar, jewelry and investing. The U.S. imports two-thirds of its silver.
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