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G7 Set to Unveil Critical Minerals Pact in Toronto to Counter China’s Market Power

Ministers aim to translate earlier pledges into concrete safeguards for critical minerals.

Overview

  • Canada says the pact will deploy coordinated offtake agreements, price floors and stockpiling to blunt manipulation in key materials.
  • The announcement is slated for Friday at the close of the two-day energy and environment ministers’ meeting in Toronto.
  • President Trump announced a one-year rare-earths arrangement with Xi Jinping that pauses Chinese export restrictions, complicating a unified G7 strategy.
  • Officials say the framework will prioritize enabling specific mining and processing projects, with a heavy Canadian focus and stronger traceability requirements.
  • China dominates rare-earths supply chains, controlling roughly 60–69% of mining and over 90% of processing, driving partners to diversify sources.