G7 leaders have established a hard cap on critical mineral dependency. During the summit in Kananaskis, Canada, the bloc unveiled the Critical Minerals Action Plan. This coordinated strategy mandates that no single country may supply more than 60% of any member nation’s critical mineral imports by 2030.
The policy directly addresses China's current command of over 60% of the global market for rare earths, lithium, and cobalt processing. G7 officials frame this initiative as an essential insurance policy against supply chain coercion.
Launched June 17, 2025, the plan prioritizes diversification, responsible production, and traceability over rigid quotas. A detailed roadmap outlining specific market mechanisms is scheduled for release in October 2025.
Significant capital backs this geopolitical pivot. The G7 announced $6.4 billion across 26 projects designed to establish alternative supply chains outside Chinese control. Individual members are also setting national targets, with the UK aiming for similar diversification benchmarks by 2035.
These minerals remain foundational to the energy transition, semiconductor manufacturing, and defense sectors. Recent export restrictions on gallium and germanium demonstrated the strategic liability of relying on a single dominant supplier.
For capital markets, this collective redirection of funds creates a guaranteed demand floor for non-Chinese mining operations. Companies focused on lithium, cobalt, and rare earth extraction stand to benefit from government-backed procurement standards. Investors should monitor the October 2025 roadmap for clarity on enforcement mechanisms and financial incentives.