The U.S. Export-Import Bank (EXIM) will deploy $100 billion to strengthen U.S. and allied supply chains for critical minerals, nuclear energy, and LNG, according to Chair John Jovanovic in an FT interview.
This move follows growing concerns that the West is over-reliant on unfair and unstable supply sources. EXIM has $100B remaining from the $135B approved by Congress.
First Wave of Deals
- $4B credit insurance guarantee for natural gas delivered to Egypt (Hartree Partners).
- $1.25B loan to support the Reko Diq copper-gold project in Pakistan (Barrick Mining).
- Additional projects across Egypt, Pakistan, and Europe underway.
Jovanovic emphasized that energy and critical raw materials are foundational to U.S. industrial and geopolitical strategy — aligning directly with President Trump’s energy-dominance agenda.