SAFE

Because America needs energy to win.

[SAFE @Securing_Energy]

Thank you to everyone who joined us for this year’s #SAFESummit2026. Over two days, we tackled a wide spectrum of challenges—from energy and critical minerals to supply chains, infrastructure, and industrial capacity.

One theme was clear: the systems underpinning our energy security are being fundamentally redefined.

[SAFE @Securing_Energy]

The full House Armed Services Committee markup of the #FY27NDAA is tomorrow–basically the Superbowl for defense policy nerds. Join us tomorrow for live-tweets on:

1. A @DeptofWar-wide program to assess, anticipate, and respond to risks about the defense industrial base supply chain.
2. A realistic, tiered-framework for defense contractors to phase out purchases of critical minerals from FEOC (foreign entity of concern) sources.
3. Workforce development initiatives to support responsible domestic sourcing of critical minerals

…and of course, all things energy. Stay tuned for more.

[SAFE @Securing_Energy]

.@RecyclingToday’s deep dive into SAFE’s recent Strategic Surpluses report:
1. U.S. industrial capacity has eroded across steel, aluminum and copper
2. Major metals are essential to defense and energy security
3. China’s strategic surpluses has reshaped global metals markets

SAFE calls for a sustained, bipartisan policy agenda to build a competitive and secure metals supply chain.
https://t.co/0EA7tSP7Sh

[Solar and Storage Industry @SEIA]

If America wants to keep up with China's energy addition, solar + storage is the only way to go.

@Securing_Energy ⬇️

[Glencore @Glencore]

Last month, Glencore joined the @EximBankUS’ Annual Conference. Head of Marketing for Metals and Bulks Jyothish George joined a panel on critical minerals security, underscoring how strong government-industry partnerships and a stable, supportive regulatory environment are key to unlocking investment and resilient supply.

“Re-industrialisation is going to take some time. You need mines. You need processing facilities. You need manufacturing facilities... and what you need most is regulatory stability. Mining companies need to feel that the rules of the game won’t change for some period of time so that we have the certainty required to invest capital.”

And at @Securing_Energy Summit 2026, Glencore’s Head of U.S. Corporate Affairs Seth Levey joined conversations on Project Vault – the U.S. government‑backed initiative to build a strategic stockpile of critical minerals, designed to strengthen supply chains for American industry.

Seth highlighted how Glencore’s position – as a miner and trader – means we can operate across the critical minerals value chain to support unique partnerships like Project Vault: “We’re able to use our unique model and take everything produced from a mine all the way to market, and also on the back-end through to recycling. And so we think with Project Vault there is going to be a lot of opportunities to really buttress our global mining supply chain and our trading platform.”

The message is clear: partnership, stability and market expertise are central to securing the critical minerals of the future.

[Solar and Storage Industry @SEIA]

"They added an entire U.S. grid to their grid... on top of what they already had since 2021."

Danielle Russo of @Securing_Energy explains why the U.S. must compete with China's energy addition.

WATCH: https://t.co/bcZ6ZO1lx5

[SAFE @Securing_Energy]

SAFE calls for a roadmap to reindustrialization: modernized metals facilities, grid readiness, recycling, advanced metallurgy, stronger trade enforcement, allied coordination, and workforce development.

Read the full report: https://t.co/stxorEv8op

[SAFE @Securing_Energy]

NEW: SAFE’s Center for Strategic Industrial Materials released Strategic Surpluses: China’s Economic Warfare on Major Metals.

As attention remains on U.S.-China competition, the report highlights a critical but underappreciated front of steel, aluminum, and copper production.
https://t.co/EJBMwvhfp5

[SAFE @Securing_Energy]

China refines more copper, manufactures more steel, and smelts more aluminum than any other country.

The report warns that the Chinese Communist Party’s state-backed overcapacity suppresses global prices, weakens U.S. producers, and creates strategic vulnerabilities.

[SAFE @Securing_Energy]

Yesterday, the DOMINANCE Act was marked up in the House Committee on Foreign Affairs. The bill would codify FORGE and authorize Energy Security Pacts — giving the U.S. the tools to counter the CCP's stranglehold on critical mineral and energy supply chains through aligned foreign policy and global partnerships.

SAFE & @ClearPathAction led a coalition of 16 orgs urging the committee to pass the bill: "Failure to align U.S. foreign policy strategies to build durable global partnerships would be a strategic mistake...Passing this bill would represent significant progress toward securing critical mineral supply chains and advancing American energy dominance."

- @EnergyforGrowth, @ConservAmerica, @BPC_Bipartisan, C3 Solutions Action, @ACCFmedia, @ACCAction, @TheCLCouncil, @FDDAction, @TheBTI, @FAIAction, @ThirdWayTweet, @AELIAction, @CRESenergy, @ACMAssociation

[SAFE @Securing_Energy]

Steel and aluminum. Both sectors face real pressure from Chinese market manipulation. Both are critical to defense, aviation, infrastructure, and energy. But each industry faces different challenges in raw material access, energy intensity, and capacity utilization.

The facts ⬇️
https://t.co/yRZ4RW2t2b

[SAFE @Securing_Energy]

Brock Gill (@TeckResources), Janet Lin (@Panasonic), Paul Gait (@AngloAmerican), and J. Duncan Pitchford (Norsk Hydro) joined us on stage to explore how the U.S. can build durable critical mineral supply chains by strengthening resilience against geopolitical and market shocks, scaling recycling and waste-to-value recovery as domestic supply sources, and securing the raw materials needed to support accelerating AI, energy, and industrial demand.

[SAFE @Securing_Energy]

Over 70 industry and government leaders convened in Washington, D.C. last week for the #SAFESummit2026.

[SAFE @Securing_Energy]

Buzz is building around Sen. @BernieMoreno’s and @SenatorSlotkin’s Connected Vehicle Security Act. In a bipartisan move, the senators joined hands to prohibit on the import, sale, and operation of vehicles manufactured in China and ban the use of Chinese-developed connected vehicle technologies, like software, on American roads.

SAFE supports this bill to protect the U.S. industrial base and national security.

Sen. Slotkin at #SAFESummit2026 on the national security risks Chinese vehicles would pose in the United States ⬇️

[SAFE @Securing_Energy]

Press release: https://t.co/59goGKlA6r

[SAFE @Securing_Energy]

Today, Joe Quinn (Executive Director of SAFE’s Center for Strategic Industrial Materials) testified before the @USTradeRep's Section 301 hearing on structural excess capacity in global manufacturing.

His assessment was stark: Fueled by state-directed investment, China currently dominates global production of steel, aluminum, and copper. Its subsidized exports suppress prices worldwide and undermine the competitiveness of Western producers.

Despite existing tariffs, the indirect effects of China's overcapacity continue to pressure U.S. margins and competitiveness, leaving manufacturers caught between costly non-Chinese metals and risky dependence on Chinese supply.

[SAFE @Securing_Energy]

SAFE made four recommendations to the USTR:

1️⃣ Prioritize investigating China over other economies and partner with like-minded market economies to address China’s strategic efforts to undermine domestic producers.

2️⃣ Tariff actions should avoid instances of tariff inversion and foreign trade surpluses that underutilize domestic manufacturing capacity.

3️⃣ Strengthen and modernize rules of origin to support meeting domestic metals and material demand through U.S. and allied supply.

4️⃣ Meaningful non-tariff action should be seriously explored to catalyze new domestic investments, including production tax credits, investment tax credits, energy policy changes, and other financial tools

[The Ripon Society @RiponSociety]

The most powerful military in the world runs on a grid it doesn't control — and that's a national security problem. @Securing_Energy’s Center for Grid Security Exec. Director Danielle Russo makes the case for urgent grid reform in the latest Ripon Forum – https://t.co/DsaClmHAvy

[American Critical Minerals Association @ACMAssociation]

ACMA was proud to join leaders across energy, industry, and national security at #SAFESummit2026! The Summit’s focus on rebuilding the industrial base, securing critical supply chains, and advancing energy abundance aligns directly with ACMA’s mission.

Great conversations, strong partnerships, and real momentum. We’re looking forward to continued collaboration to advance energy-security solutions that strengthen the economic and national security interests of the U.S.

Thank you to @Securing_Energy for convening such an impactful event!

[ITA @TradeGov]

This week, Deputy Assistant Secretary Joshua Kroon participated in @Securing_Energy’s #SAFESummit2026 🪨⛏️ where he discussed the Trump Administration’s efforts to reinvigorate America’s industrial base, supporting resilient supply chains and good-paying jobs for American workers. 🇺🇸