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PakistanU.S. Minerals Deal Touts First Shipment Claim as May Pact’s $1 Trillion Potential Comes to Light

Disclosures highlight the army-linked Frontier Works Organization’s control of the venture, with a promoter’s claim of an initial delivery still unverified.

Overview

  • PR Newswire, citing US Strategic Metals, said Pakistan sent an initial batch of enriched rare earths, antimony and copper concentrate to the United States under a reported $500 million partnership.
  • The Sunday Guardian Live published details of a May 22, 2025 framework that sets a five-year, government-to-government cooperation led on Pakistan’s side by the military-run Frontier Works Organization.
  • The framework text reportedly references an initial offtake with an ‘indicative’ value of up to $1 trillion, presented as aspirational rather than a binding commercial commitment.
  • Dunya News reported the U.S. embassy in Islamabad confirmed the USSM–FWO signing at the Prime Minister’s House as part of plans to build exploration, processing and eventual refining capacity in Pakistan.
  • News18, citing intelligence sources, described parliamentary objections, local consent and security concerns in Balochistan, and alleged friction with China, including reported pauses by Norinco and MCC.