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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 — and still import-reliant.

Domestic mineral output is rising, but net imports still supply all of U.S. consumption for some mineral commodities, and more than half of it for many more.

U.S. nonfuel mineral production valueBillions of dollars

Source: USGS Mineral Commodity Summaries.

16

Nonfuel mineral commodities for which net imports supply all U.S. consumption.

USGS, 2025

54

Mineral commodities for which net imports supply more than half of U.S. consumption.

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

China’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

Mined here, refined elsewhere.

No. It spans the full chain — mining, processing, refining, recycling, and advanced-material production. The bottleneck is usually not extraction: a mineral can be mined domestically and still leave the country to be refined, which is why capacity has to be rebuilt at every step rather than at the mine.

Import reliance links everyday manufacturing and national security to supply that sits mostly overseas.

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.

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.

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.

04

Developing critical-minerals capacity?

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

Critical Minerals & Materials — Applied America