US Government Investment in Critical Minerals: Strategic Shift

Critical minerals form the backbone of modern technology and defense systems, yet the United States faces significant supply vulnerabilities. These essential raw materials, including rare earth elements, lithium, cobalt, and antimony, are vital components in everything from smartphones to fighter jets and renewable energy systems.

The US currently imports over 50% of its supply for 47 of the 50 minerals designated as critical by the US Geological Survey, creating substantial national security concerns. This dependence has prompted unprecedented government intervention in the critical minerals transition.

Several factors are driving this strategic shift in US policy:

National security imperatives: Military systems rely heavily on…

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