Bunny Hill
L2 1.5 security s789-119

Critical Minerals Security Act of 2025

Why China-relevant: Critical Minerals Security Act of 2025: covered nation defined by reference to 10 U.S.C. 4872(d) (NDAA covered nation proxy statute, includes PRC); mandates reports on critical minerals and strategy to reduce dependence on covered nations.

Sponsor: Cornyn, John (R-TX) · 6 cosponsors bipartisan

Path to becoming law

  1. Introduced
  2. Passed committee next step
  3. Passed Senate
  4. Passed House
  5. Sent to President
  6. Became law

done next step still ahead

Legislative timeline — dated actions so far

  1. Filed
Stage: In committee

3% to become law · 11% to clear committee

For context: only ~2% of introduced bills ever become law, so every estimate starts near that baseline — the factors below show what moves this bill above or below the average bill.

  • + Bipartisan support (3/6 cosponsors from across the aisle)
  • + Sponsor's party controls both chambers
  • + Unified government (sponsor's party controls House, Senate, and White House)
  • + Broad cosponsorship (6 cosponsors)
  • − No companion bill in the other chamber

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk medium Hawkishness 3

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.

Rare Earth Materials negative moderate (3/5) precise 178 names

Targets critical minerals supply chain dependence on China (covered nation per 10 U.S.C. 4872(d))

Top 10 of 178 by market cap Full roster · Premium

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
+168 more