Benchmark's take on US Project Vault and other recent US critical mineral developments

Bryan Bille - Benchmark's Lead Policy and Geopolitical Analyst - Daniel Fletcher-Manuel, Director - Indexing & Derivatives at Benchmark

As the US recently unveiled Project Vault, a public-private critical minerals reserve, and the concept of a Critical Minerals Preferential Trade zone, Bryan Bille, Benchmark's Lead Policy and Geopolitical Analyst, and Daniel Fletcher-Manuel, Director - Indexing & Derivatives, unpack these recent developments, discuss the aim and the limitations of Project Vault and dig deeper into using reference prices as price floors for tariff access.