Restoring American Mineral Security Act of 2025
Why China-relevant: the United States is heavily dependent on the People's Republic of China for the production and processing of many key critical minerals; ... the Government of the People's Republic of China has displayed a willingness to weaponize its dominance of critical mineral production ... rates of duty for mined and processed c
Path to becoming law
- Introduced
- Passed committee next step
- Passed House
- Passed Senate
- Sent to President
- Became law
done next step still ahead
Legislative timeline — dated actions so far
- Filed
5% to become law · 12% to clear committee
- + Bipartisan support (2/3 cosponsors from across the aisle)
- + 3 cosponsors
- − Sponsor is in the minority party
Legislative likelihood — a tracking indicator, not investment advice.
Signals — secondary, directional
Directional context (see Methodology); the pinned, high-confidence axes are relevance and asset impact.
Shares that might be influenced
Each sector shows a direction (which way its China-related names are pushed) and, for precise mappings, how hard this bill hits the sector — rated marginal → very strong (1–5). Hover any chip for its definition. The headline 0–5 impact is at the top of the card.
Allied bloc raising tariffs (PRC 301-rate benchmark) on Chinese critical minerals/processed minerals while granting allied minerals duty-free access, targeting Chinese rare-earth/processing dominance
| Ticker | Name (Local) | Name (EN) | Restriction Lists |
|---|---|---|---|
| 601899.SS | 紫金矿业 | Zijin Mining | |
| 603993.SS | 洛阳钼业 | CMOC | |
| 2259.HK | 紫金黄金国际 | ZIJIN GOLD INTERNATIONAL COMPANY LIMITED | |
| 002379.SZ | 宏桥控股 | Hongqiao Holdings | |
| 601600.SS | 中国铝业 | CHALCO | |
| 600111.SS | 北方稀土 | China Northern Rare Earth | |
| 000657.SZ | 中钨高新 | CHINA TUNGSTEN HIG | |
| 001280.SZ | 中国铀业 | 中国铀业 | |
| 600362.SS | 江西铜业 | JCCL | |
| 600547.SS | 山东黄金 | sd-gold |
Select derivative products (EV/non-EV lithium-ion batteries, permanent magnets) sourced from China face the 301-rate duties under the alliance
| Ticker | Name (Local) | Name (EN) | Restriction Lists |
|---|---|---|---|
| 300750.SZ | 宁德时代 | CATL (Contemporary Amperex) | 1260H |
| 002594.SZ | 比亚迪 | BYD | |
| 300274.SZ | 阳光电源 | SUNGROW POWER SUPPLY | |
| 000338.SZ | 潍柴动力 | WEICHAI POWER | |
| 600930.SS | 华电新能 | 华电新能 | |
| 0175.HK | 吉利汽车 | Geely Automobile Holdings Limited | |
| 601985.SS | 中国核电 | CNNP | |
| 9973.HK | 奇瑞汽车 | Chery Automobile Co., Ltd. | |
| 002460.SZ | 赣锋锂业 | Ganfeng Lithium | |
| 001289.SZ | 龙源电力 | CHINA LONGYUAN |