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Bill intelligence

Congress quietly raises tax breaks for rare earth miners

S. 4033 — Critical Minerals Investment Tax Modernization Act of 2026 · Filed by Jon Husted (R-OH) · Introduced Mar 10, 2026 · Referred to committee

85%
Transparency
Typical bill: 82%
15/100
Hidden-provision risk
Typical bill: 15/100
Targeted Tax Subsidy for Mining

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What it does

This bill increases the tax deduction (percentage depletion allowance) that mining companies can claim when extracting rare earth elements and scandium from 15% to 22% of gross income. The higher deduction reduces taxable income and thus federal tax liability for rare earth miners, effective immediately upon enactment.

Why we flagged it

The bill's sole operative mechanism is a tax deduction increase for a specific industry sector. It is a straightforward, if narrow, tax expenditure benefiting rare earth miners.

What the text implies

  • The 22% depletion rate may incentivize domestic rare earth mining, potentially reducing U.S. reliance on foreign supplies, but this geopolitical benefit is not stated in the bill and is speculative.
  • Increasing the depletion allowance for rare earths but not other minerals creates a competitive advantage for rare earth miners relative to other extractive industries, potentially distorting capital allocation.

The full analysis lists 3 implications of this text.

Who stands to gain

rare earth mining companies; scandium mining operations

Correlative observation from public records — not evidence of coordination or wrongdoing, and not financial advice.
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Quorum analysis of the full bill text · 119th Congress · public record