Ending Supply Chain Dependency: Aligning Tools, Capital, and Partnerships

Defense Posture and Global ThreatsHouse Foreign Affairs · 2026-07-15 · 119th Congress
The House Foreign Affairs Committee convened this hearing to examine how the U.S. Begins at 0:01:48
Transcript
Highlights

Title

Oversight of DFC, USTDA, and MCC on Critical Mineral Supply Chains

Purpose

The House Foreign Affairs Committee convened this hearing to examine how the U.S. International Development Finance Corporation (DFC), U.S. Trade and Development Agency (USTDA), and Millennium Challenge Corporation (MCC) are using economic statecraft tools to reduce American dependence on China for critical minerals, energy, and advanced technology. Chairman Mast highlighted the bipartisan Dominance Act and agency efforts on projects like the Lobito Corridor, while Ranking Member Meeks and several Democrats pressed witnesses on conflicts of interest tied to a Kazakhstan tungsten mining deal connected to the Trump family and Commerce Secretary Lutnick. Begins at0:01:48

Who spoke

Chairman Brian Mast (R-FL)0:02:29: Opened by framing US dependency on China as an urgent problem0:02:58, later pressed Mr. Black on DFC projects he considers wasteful, including a failed Brazil bike-share and a Dunkin' Donuts investment in Georgia0:29:160:31:16.

Ranking Member Gregory Meeks (D-NY)0:22:57: Criticized the Trump administration's cuts to foreign assistance and USAID programs0:23:26, said DFC's development mandate is being lost in favor of upper-middle-income countries and Trump family interests0:25:04; later grilled Mr. Black on the Kazakhstan tungsten deal and Dormitory/Dominari Securities' ties to Trump's sons, asking repeatedly whether he knew of the connections before submitting letters of interest0:33:240:37:13.

Mr. Ben Black, CEO, DFC0:07:42: Said DFC now has $205 billion in investment capacity and a pipeline of 340+ deals totaling $78 billion0:08:130:08:33; cited a $553 million Lobito Atlantic Railway loan0:10:51 and a Kazakhstan telecom "rip and replace" deal removing Huawei/ZTE0:31:49; repeatedly said he was confirmed in October 2025, after the July 2025 letter of interest on the Kazakhstan tungsten project0:34:540:35:59; declined to say whether members of Congress or officials should personally benefit from DFC deals0:54:410:55:45; denied any relationship with Jeffrey Epstein when questioned by Rep. Bell2:01:04.

Mr. Thomas Hardy, Deputy Director/COO, USTDA0:13:24: Described USTDA's role funding feasibility studies and project prep, citing work on the Lobito corridor and the Luzon economic corridor in the Philippines0:13:500:15:06; cited $412 million in DFC financing unlocked after USTDA prep work in Sierra Leone0:16:59; said USTDA generates over $200 in US exports per dollar invested and $127 billion in exports since 19921:25:13.

Mr. Dan Petrie, Acting Chief of Staff, MCC0:18:16: Said MCC's board selected five new partner countries including Guatemala, Bolivia, and Ecuador0:19:11; described a $1.3 billion MCC critical-minerals-related portfolio and work in Zambia's mining and agricultural regulatory reforms0:20:040:20:59; cited a Mongolia water plant that increased water supply by up to 80%, with Mongolia contributing $112 million and raising water tariffs 40%0:22:26; said MCC's board stepped away from 12 programs worth about $1.5 billion under the Trump administration1:37:10.

Rep. Chris Smith (R-NJ)0:38:39: Raised his Cobalt Supply Chain Act (HR 2310), modeled on the Uyghur Forced Labor Prevention Act, to address child labor in DRC cobalt mining0:39:33; asked witnesses to support the bill's rebuttable presumption standard0:40:55.

Rep. Keating (D-MA)0:43:44: Pressed Mr. Black on his personal involvement in DFC's review process and awareness of Kazakhstan-linked companies Caz Resources and Dominari Securities, which he said are partly owned by Trump's sons and earned fees from the deal's financing0:45:160:47:57.

Rep. Wilson (R-SC)0:48:53: Asked about DFC's potential role in Syria's economic development following the fall of the Assad government0:49:18; asked Mr. Petrie about MCC's Georgia compacts and the "illegitimate Georgian dream government"0:51:44.

Rep. Moskowitz/Oeski (D)0:54:01: Asked Mr. Black directly whether members of Congress or the Secretary of State should personally benefit from deals like Kazakhstan's, calling his non-answer telling0:55:59; questioned DFC's involvement with Congo's Sicomines, under investigation for embezzling over $300 million0:56:27.

Rep. Jack (R)0:59:07: Asked all three witnesses about barriers—infrastructure, corruption, conflict—to African mineral processing expansion and pressed on tangible Lobito Corridor progress0:59:271:00:52.

Rep. Jackson (D)1:04:02: Raised concerns about Trump's travel-ban executive order restricting visas for African visitors, including World Cup attendees, and its effect on investment relationships1:04:30; noted the US has 107 of 195 ambassador posts vacant compared to China's diplomatic expansion1:07:52.

Rep. Young Kim (R-CA)1:08:46: Discussed the Dominance Act's energy security pacts and asked about inter-agency coordination1:09:47; highlighted a $1.5 billion DFC Pacific investment and the Philippines' Pacilica hub for AI/semiconductor processing1:13:37.

Rep. (D, name not given in transcript)1:15:02: Accused Mr. Black of turning DFC into a "sovereign wealth fund" and pressed him on where cobalt from the Serra Verde project in Brazil would be processed, noting China controls 95% of refined cobalt processing capacity1:15:301:16:48.

Rep. Huizenga (R-MI)1:19:35: Defended Mr. Black against prior criticism, noted 80% of DFC deals approved under Black are in low- or lower-middle-income countries1:20:16; asked about the Kazakhstan telecom deal's strategic fit and how Congress should evaluate agency performance1:21:381:24:21.

Rep. Caster (R)1:26:13: Pressed Mr. Black on DFC's compliance with Build Act Section 1444 transparency requirements and the status of the chief development officer position, which remained unfilled and under interview1:26:421:31:51.

Rep. Isa (R)1:33:08: Asked whether TDA can invest in Brazil and about the 10% high-income-country cap limiting DFC in places like Argentina1:33:171:33:41; asked Mr. Petrie how much "fraudulent" prior-administration spending MCC had clawed back, cited as $1.5 billion across 12 programs1:36:391:37:11.

Rep. Kamlager-Dove (D)1:37:42: Criticized the closure of USAID and said DFC's reputation risks being tied to Trump family enrichment rather than development outcomes, citing the Kazakhstan mining deal1:38:011:42:09.

Rep. Davidson (R-OH)1:43:10: Asked how DFC, USTDA, and MCC coordinate with Export-Import Bank's "Project Vault" strategic minerals reserve and the Defense Production Act1:43:261:46:10.

Rep. (R, name not given)1:48:34: Asked Mr. Petrie about Armenia's potential MCC eligibility and Pacific island compacts (Solomon Islands, Fiji, Tonga, Vanuatu)1:48:581:49:51; entered a New Yorker article and referenced the "Evan Anzu memorial act" tied to USAID cuts1:50:32.

Rep. (D, follow-up on DFC history)1:51:10: A 30-year DFC overseer questioned Mr. Black on an oil tanker reinsurance investment and DFC's transparency disclosures, citing a CRS report on reduced public information1:51:431:52:59.

Rep. Scott Perry (R-PA)1:53:53: Walked through DFC's investment-vetting process step by step, asking whether named individuals (Soros, Styer, Pelosi) could invest if they passed ethics review, and Black confirmed a name-neutral process1:56:151:57:16; asked Mr. Petrie about lapsed vs. transferred MCC compacts under DOGE reviews1:58:33.

Rep. Bell (D-MO)1:59:10: Cited DOJ records showing Mr. Black had an undisclosed business partnership and personal ties to Jeffrey Epstein, including a shared birthday event and real estate advice, and repeatedly asked whether he disclosed this before Senate confirmation1:59:402:00:10.

Rep. (R, critical minerals exchange question)2:03:19: Asked Mr. Black about the organizational structure of a proposed government-backed critical minerals exchange and dollar-denominated pricing2:03:362:04:49; also asked about ammunition storage facilities in Subic Bay, Philippines2:07:01.

Rep. Moskowitz (D-FL)2:08:38: Drew on his COVID-era emergency management experience to ask whether trillions in pandemic spending actually fixed US medical-supply and PPE supply chain dependency on China2:10:362:11:02.

Rep. (R-TN)2:14:30: Asked Mr. Black about specific DFC projects reducing Chinese telecom reliance, citing Ericsson/Nokia financing as trusted vendor alternatives2:15:272:16:36.

Rep. Juan Ciscomani (R-AZ)2:20:08: Asked about DFC's expanded Western Hemisphere investments post-reauthorization, citing Argentina, Mexico, and Brazil as top targets2:21:24; raised semiconductor supply chain legislation and MCC's requirement to consult women in compact design2:23:142:24:46.

Rep. Baird (R-IN)2:26:06: Asked all three witnesses how Congress can support biotechnology and onshoring to protect US farmers from fertilizer and agricultural supply chain disruptions tied to China2:28:51; cited Zambia grain-export regulatory reforms enabled by an MCC compact2:30:07.

Key moments

Mr. Black testified DFC now has $205 billion in investment capacity and a pipeline of over 340 deals worth $78 billion0:08:130:08:33.

Ranking Member Meeks pressed Black on whether he knew of ties between the Kazakhstan tungsten project, Trump's sons, and Commerce Secretary Lutnick before DFC submitted its letter of interest; Black repeatedly said he was confirmed in October 2025, after the July 2025 LOI, without directly answering0:34:260:36:03.

Rep. Keating cited SEC filings showing Cantor Fitzgerald (run by Lutnick's associates) and Dominari Securities (partly owned by Trump's sons) had already earned fees on the Kazakhstan transaction; Black called the underlying process rigorous but did not directly confirm awareness0:47:570:48:39.

Chairman Mast highlighted two failed prior DFC investments — a Brazil bike-share project with zero return and a Dunkin' Donuts investment in Georgia that also failed — contrasting them with a new rare-earths deal in Brazil (Serra Verde) that Black said sends 100% of output to the US0:29:160:31:160:30:09.

A Democratic member pressed Black on where cobalt from the Serra Verde project would be processed, noting China controls 95% of refined cobalt processing capacity; Black repeatedly stated cobalt is "not a heavy rare earth" without directly answering the processing-location question1:16:161:17:43.

Rep. Bell cited DOJ records showing Black had an undisclosed business partnership, shared investment, and personal contact with Jeffrey Epstein, including attending Black's birthday and receiving real estate advice; Black repeatedly stated "I had no relationship with that individual" without addressing the specific DOJ records2:00:102:02:24.

Rep. Perry asked whether individuals like George Soros, Tom Steyer, or Paul Pelosi could invest in DFC-backed projects; Black confirmed anyone passing ethics/KYC review could, regardless of political affiliation1:56:151:57:16.

Rep. Meeks and other Democrats cited a report that China's export controls caused a 74% drop in rare earth magnet shipments to the US, underscoring urgency around critical minerals resilience0:23:46.

Mr. Petrie said MCC's board withdrew from 12 programs worth roughly $1.5 billion, characterized by Rep. Isa as clawing back prior-administration waste1:37:101:37:13.

Rep. Jackson noted 26 of 54 African countries faced full or partial US travel bans during the World Cup, and that the US has 107 of 195 ambassador posts vacant versus growing Chinese diplomatic presence1:04:551:07:38.

Metadata

CommitteeHouse Foreign Affairs
Chamber / CongressHouse · 119th Congress
Date2026-07-15
TypeHearing
Witnesses
Mr. Dan Petrie — Acting Chief of Staff, Millennium Challenge Corporation
Mr. Thomas Hardy — Deputy Director / Chief Operating Officer, U.S. Trade and Development Agency
Mr. Ben Black — Chief Executive Officer, U.S. International Development Finance Corporation
Videoyoutube
Transcript538 caption blocks · 23,479 words · 2:32:03 runtime
EventCongress.gov 119451