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Strategic industries

Rebuilding the critical-minerals supply chain.

Modern industry — from batteries to defense systems — depends on minerals the United States largely imports. We develop mining, processing, refining, recycling, and advanced-material projects that rebuild domestic and allied capacity.

01

By the numbers

Producing more — importing more still.

Domestic mineral output is rising, but the U.S. remains fully dependent on imports for a growing list of critical commodities.

U.S. nonfuel mineral production valueBillions of dollars

Source: USGS Mineral Commodity Summaries.

16

Nonfuel mineral commodities the U.S. is 100% net import-reliant on.

USGS, 2025

54

Mineral commodities the U.S. is more than 50% net import-reliant on.

USGS, 2025

$112B

Total value of U.S. nonfuel mineral production.

USGS, 2025

The chokepoint

Mining is only half the battle.

Even minerals pulled from U.S. soil are largely refined abroad — and a single country dominates the processing step downstream of the mine.

~90%of rare-earth refining

One country’s estimated share of global rare-earth element processing capacity — the bottleneck the mining figures above never show.

Source: International Energy Agency / USGS, 2024.
03

Common questions

About critical minerals.

No. It spans the full chain — mining, processing, refining, recycling, and advanced-material production — because the bottleneck is often in processing and refining, not extraction.

Modern industry, from batteries to defense systems, depends on minerals the United States largely imports. That reliance links everyday manufacturing and national security to supply that sits mostly overseas.

Often in processing and refining rather than extraction. A mineral can be mined domestically and still leave the country to be refined, so capacity has to be rebuilt across the whole chain.

Recovering minerals from used products and scrap is a domestic source that reduces reliance on new imports. It is developed as part of the same chain as mining, processing, and refining.

The higher-value inputs — refined compounds, alloys, and battery-grade materials — that industry ultimately uses. Building capacity here keeps more of the value chain, not just raw ore, in domestic and allied hands.

No. Where a mineral cannot be secured at home, capacity extends to trusted allied sources, so the chain is resilient even when it is not wholly domestic.

Miners, processors, refiners, recyclers, and materials firms, alongside the states, regions, and sponsors that hold the resource or the site — coordinated across the chain rather than at a single point.

With a mining, processing, refining, or advanced-material opportunity brought forward for review, then developed as a project that strengthens a specific link in the supply chain.

Permitting, environmental review, and the sequencing from extraction through processing to end use. Mineral chains are built in stages, and development is paced to how those stages depend on one another.

Coordinated development across the chain over the project’s life, framed institutionally rather than as a fee, with scope defined together as the opportunity advances.

04

Developing critical-minerals capacity?

Bring us a mining, processing, refining, or advanced-material opportunity to develop.

Critical Minerals & Materials — Applied America