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Mexico and U.S. Set Critical Minerals Pact to Bolster Regional Supply Chains

The pact links mineral planning to the USMCA review timeline to guide sector-specific plans before mid-2026.

Overview

  • Mexico’s Economy Ministry says the agreement will bolster national and North American content and prioritize the automotive, steel, and aluminum sectors.
  • The action plan names lithium and silver among targeted materials, with officials refining the critical-minerals list and regional needs.
  • USTR representative Jamieson Greer called the move an important step as the North American trade accord’s review approaches in mid-2026.
  • Economy Secretary Marcelo Ebrard worked in Washington with the Foreign Ministry to secure the deal, and multiple plans and strategies will be drafted to build supply resilience for critical and rare minerals.
  • Mexico will coordinate with the United States alongside partners in Europe and Japan, leveraging its status as the world’s leading silver producer and a source of other key minerals.