This shifts US critical-minerals access from open-market sourcing toward preferential arrangements, tightening availability for buyers outside the bloc and increasing the value of long-term offtake and government-to-government supply deals. Companies dependent on tantalum, rare earths, gallium or antimony should plan for higher procurement friction (export controls, allocation, pre-emption) and longer lead times as more supply is reserved for strategic stockpiles. The move also increases pressure on allied jurisdictions to align stockpiling and sourcing rules, raising compliance and reporting requirements for firms selling into US/EU supply chains.