A major $100 billion initiative aimed at strengthening supply networks for nuclear energy, liquefied natural gas, and key minerals across the United States and its allied nations is being prepared, and the US Export-Import Bank will serve as the driving force behind this effort. In an interview published by the Financial Times, the bank’s chair, John Jovanovic, said the plan is intended to reduce the West’s dependence on suppliers that he believes no longer offer dependable or equitable access to crucial resources.

Jovanovic noted that the first set of agreements will cover projects in Europe, Pakistan, and Egypt. He stressed that stable access to essential raw materials is a prerequisite for advancing economic priorities, warning that no meaningful progress can be achieved without reliable and efficient supply chains at the foundation.

Among the early ventures, the bank intends to provide a credit insurance guarantee linked to $4 billion in natural gas shipments to Egypt arranged by New York-based Hartree Partners. It will also extend a $1.25 billion loan to support Pakistan’s Reko Diq copper-and-gold operation being developed by Barrick Mining. Jovanovic added that EXIM still has $100 billion available out of the $135 billion in authority approved by Congress.

This large-scale investment strategy aligns closely with President Donald Trump’s broader energy vision, which focuses on boosting domestic production and loosening regulatory constraints. Since taking office, Trump has pushed to elevate the United States’ role in global energy markets, and EXIM’s new commitments are set to further advance that goal.