Rare Earth Programs
U.S. Government Rare Earth & Critical Minerals Programs — Comprehensive Tracker (March 2026)
$14,836M
2025
$4,880M
75x
$65M → $4,880M
Total Estimated USG Rare Earth Funding by Year
Source: "Funding by Year" sheet, Row 26 — TOTAL ESTIMATED ($M). Excludes uncapped tax credits (45X, 48C).
AML reclamation figures reflect partial rare earth relevance. DFC/EXIM figures are commitment estimates, not appropriations. Funding accelerated sharply after the Bipartisan Infrastructure Law (2021), CHIPS and Science Act (2022), and Inflation Reduction Act (2022).
About This Document
This Excel workbook provides a comprehensive inventory of U.S. Government rare earth and critical mineral programs as of March 2026. It tracks over 30 federal programs across the Department of Defense, Department of Energy, USGS/DOI, and financial agencies (DFC, EXIM).
The workbook contains four sheets:
- USG Rare Earth Programs — Full program listing with agency, funding, status, year initiated, description, and legislative authority
- Summary by Agency — Aggregated program counts and total funding by agency group
- Key Timeline — Milestones in U.S. rare earth policy from 2002 through 2025
- Funding by Year — Year-by-year estimated funding breakdown (2010–2028) for each program, with the totals shown in the chart above
Key findings include the dramatic acceleration of federal investment beginning in 2020, with total annual funding growing from $65M in 2019 to an estimated $4.88B in 2025 — driven primarily by DPA Title III awards, the Bipartisan Infrastructure Law, CHIPS and Science Act, and Inflation Reduction Act provisions.
Rare_Earth_Programs.xlsx
Excel Spreadsheet · 4 sheets · Updated Mar 2026
Contact: Mark Rosenblatt, Rationalwave, [email protected], 914-584-5400