EXIM’s long-term loan facility creates a funded buyer-of-record for critical minerals, tightening near-term availability for commercial buyers and potentially lifting non-Chinese producer economics via sustained US procurement. Firms with US manufacturing exposure should plan for new domestic sourcing/stockpile access pathways and associated compliance/eligibility requirements tied to a government-linked reserve. The parallel move to border-adjusted price mechanisms via new bilateral action plans (Japan, EU, Mexico, UK) signals a shift toward coordinated price floors that can reprice inputs and alter contract terms across allied supply chains.