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The US Federal Framework: Capital, Permitting, and the Race to Supply Chain Sovereignty
Covers $700B+ in programme authority, 12 federal departments, 21+ bilateral agreements, and every sunset date that matters between now and 2034. Built for project developers, investors, and executives who need to understand where the capital is, what the constraints are, and what the policy window actually means for project economics.
The US Federal Framework: Capital, Permitting, and the Race to Supply Chain Sovereignty is a 17-page institutional-grade research memo produced by Kamoa Capital.
It is a structured analytical framework built for investors, mining executives, and government counterparts who need to understand how the US federal critical minerals architecture actually works and where the commercial opportunities and risks concentrate.
What the memo covers:
The Five Layers of Federal Mineral Policy a proprietary framework mapping executive direction to deployed capital
Every major financing programme post-OBBBBA: EDFP ($250B), OSC ($200B), DFC ($205B), 45X, 48C, DPA Title III
The permitting gauntlet: eight regulatory processes, average 29 years discovery to production, and where value is destroyed
China's processing dominance across eight strategic minerals and what the IEA's N-1 scenario actually shows
The policy cliff corridor: every critical sunset date from September 2026 to December 2033
FORGE, Section 232, and the US-Australia Critical Minerals Framework (~US$3.5B combined)
Kamoa Capital View analysis in every section proprietary commercial interpretation, not just data