NEW EARTH RESOURCES CORP. has welcomed President Trump’s January 14, 2026, U.S. Presidential Proclamation issued under Section 232 of the Trade Expansion Act of 1962, which addresses imports of processed critical minerals and derivative products into the United States.
The proclamation, entitled “Adjusting Imports of Processed Critical Minerals and Their Derivative Products into the United States,” follows a Section 232 investigation that found the United States is 100-per-cent net-import reliant for 12 critical minerals, and 50 per cent or greater net-import reliant for a further 29 critical minerals. The investigation concluded that processed critical minerals and derivative products are being imported in such quantities and under such circumstances as to threaten to impair the national security of the United States.
The proclamation underscores the growing importance of secure, reliable, and allied sources of critical minerals for national security, clean energy technologies, advanced manufacturing, and defense applications. The U.S. administration has indicated that it will pursue negotiations with key trading partners to strengthen supply chains and reduce reliance on non-allied jurisdictions.
New Earth views this development as further confirmation of the strategic value of North American critical mineral resources, particularly those located in stable jurisdictions with strong regulatory frameworks and close trade relationships with the United States.
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Implications for the Rare-Earth Sector
The proclamation signals a significant policy shift that may benefit rare earth exploration and development companies operating in allied nations. Key implications include:
- Processing infrastructure investment: The finding that processing capacity is the critical choke point may drive increased government and private sector investment in North American separation and refining facilities.
- Defense industrial base considerations: The proclamation identifies rare-earth permanent magnets as vital to defence systems and critical infrastructure, potentially supporting long-term demand fundamentals for heavy rare-earth elements.
“This proclamation highlights the increasing focus by the United States on supply chain security for critical minerals,” said Lawrence Hay of New Earth Resources Corp. “As a Canadian-based exploration company, with two projects prospective in “REE” located in Quebec and Labrador, respectively, we believe our jurisdictional footprint and project focus align well with the long-term objective of supporting resilient, allied supply chains for critical minerals.”
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