Critical mineral supply chain compliance
Critical mineral supply chain compliance is one of the sharpest pressure points facing Energy, Power & Commodities firms right now, as the U.S. Department of Energy, the U.S. Federal Energy Regulatory Commission, and the European Commission's Directorate-General for Energy each assert disclosure and sourcing requirements tied to lithium, cobalt, and rare earth dependencies across generation and grid infrastructure. The EU Critical Raw Materials Act, which entered into force in May 2024, set binding strategic reserve and audit benchmarks that commodity traders and power developers with European operations are now mapping into procurement contracts. Domestic exposure is not separate: DOE loan and grant conditions increasingly require applicants to certify mineral sourcing provenance before funding decisions.
Watch
- EU Critical Raw Materials Act audit benchmarks: compliance deadlines for strategic raw material stockpiling
- DOE loan program office sourcing attestation requirements for critical mineral inputs
- FERC interconnection rule updates referencing grid component mineral traceability
- Proposed U.S. import restrictions on Chinese-origin processed critical minerals affecting battery storage procurement
- Vendor contract clauses: how firms are addressing cobalt and lithium country-of-origin certification gaps
Recent material activity in Energy, Power & Commodities
A selection of recent published briefs; this is not a complete archive.
DOE / EIA Energy Policy & Data release pending Cresthaven Analytics full analysis: Energy Department Announces Speed to Power Investments Across 26 States to Lower Electricity Costs and Improve Grid Reliability
DOE / EIA Energy Policy & Data published a regulatory release titled 'Energy Department Announces Speed to Power Investments Across 26 States to Lower Electricity Costs and Improve Grid Reliability'. Cresthaven Analytics…
Read a full sample brief →NRC proposes wholesale revision of reactor licensing, decommissioning, and operational oversight regulations under Executive Order 14300
On September 24, 2026, the NRC published a proposed rule to revise its reactor licensing, decommissioning, and operational oversight regulations. The proposal implements Section 5 of Executive Order 14300, which directs …
Read a full sample brief →EPA reopens public comment on 2024 Texas SIP disapproval covering emissions during power plant maintenance activities
The EPA granted reconsideration on May 11, 2026 of its December 20, 2024 disapproval of a Texas state implementation plan governing visible emissions and particulate matter during planned maintenance, startup, and shutdo…
Read a full sample brief →EPA proposes consent decree setting deadlines for overdue California and Colorado ozone SIP final actions
The EPA published notice on September 24, 2026 of a proposed consent decree in Center for Biological Diversity and Center for Environmental Health v. Lee Zeldin, No. 4:25-cv-10007-JST. The decree would resolve citizen-su…
Read a full sample brief →FERC opens intervention window on Transcontinental Gas Pipe Line Company natural gas pipeline application
FERC published a notice on September 24, 2026 opening the intervention deadline period for a Transcontinental Gas Pipe Line Company, LLC certificate or abandonment application. The notice establishes the procedural windo…
Read a full sample brief →FERC opens scoping period for LED Enterprises Yuma Pipeline Project environmental review
FERC issued a notice on September 24, 2026 opening a public scoping period for the proposed Yuma Pipeline Project by LED Enterprises, LLC. The notice solicits comments on environmental issues and announces a public scopi…
Read a full sample brief →FERC accepts GR Catalyst One LLC hydropower application and opens intervention and protest period
FERC accepted GR Catalyst One, LLC's application for filing on September 24, 2026, opening a formal proceeding for the project. This acceptance initiates the intervention and protest window, establishing the procedural r…
Read a full sample brief →AEMC releases draft rule enabling Commonwealth's $40 million EV charging infrastructure program across regional and urban sites
The AEMC released a draft rule on September 24, 2026 to support the Commonwealth Government's Accelerating EV Charging Program. The draft targets two specific gaps: regional charging blackspots and high-density kerbside …
Read a full sample brief →EPA proposes to approve North Carolina second 10-year ozone maintenance plan for Charlotte-Rock Hill area through 2035
EPA published a proposed rule on September 23, 2026 to approve North Carolina's second 10-year maintenance plan for the 2008 8-hour ozone standard covering the bi-state Charlotte-Rock Hill area. The proposal incorporates…
Read a full sample brief →FERC opens intervention deadline for High Island Offshore System pipeline application
The Federal Energy Regulatory Commission published a notice on September 23, 2026 establishing an intervention deadline for an application filed by High Island Offshore System, L.L.C. The notice opens the formal particip…
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