renewable energy metals
The 2026 Critical Minerals Boom: How Pentagon Funding Is Driving U.S. Supply Security
Executive Summary The critical minerals sector is gaining momentum in 2026, driven by U.S. government efforts to secure domestic and allied supply chains amid geopolitical risks, particularly China’s dominance in processing (~90% for many key minerals). The Pentagon committed over $4.5 billion in capital to critical minerals deals in late 2025, alongside broader funding of…
