Capital Markets & Funding
Based on the unprecedented demand, and limited supply of critical minerals, the Company is currently exploring many options regarding funding, and sale of mineral rights. US Critical Materials has been approached by funding sources and continues to seek the best scenario for the Company and its shareholders.
Offtake Contracts
The Company is confident that it will be able to execute forward offtake contracts based on the imbalance in the marketplace, and activity of competitors. The contracts could be broad or targeted to each of the Company’s many critical minerals. Rare earths projects with significantly lower critical mineral levels are currently negotiating and signing contracts with major end users. The contracts are long term, and do not require production for a few years.
End User Investments
Due to the shortage of critical minerals, end users are investing at the beginning of the supply chain so they will not be shut out. Auto companies have recently been entering into contracts with, and have even been purchasing outright, mining companies with a focus on critical minerals. With the expected continuation of geopolitical volatility around the globe, and the ever-increasing need for a secure supply, we believe US Critical Materials will become an acquisition, joint venture or other target for not only auto companies, but a variety of other end users.
About Us
US Critical Materials Corp. is a privately held rare earth exploration and process development company headquartered in Salt Lake City, Utah. With substantial mineral holdings in Montana and Idaho, the company is advancing a high-grade, domestically sourced supply of rare earth elements—including critical heavies such as dysprosium, terbium, and samarium—alongside gallium. These elements are essential to defense technologies, permanent magnets, and national security applications. USCM’s mission is to reduce U.S. reliance on foreign imports and establish a resilient, independent supply chain.
In partnership with Idaho National Laboratory (INL), USCM is developing a pilot-scale processing facility to refine ore from the Sheep Creek deposit, which contains both light and heavy rare earths. Under a Phase II CRADA, INL is providing technical leadership in advanced separation science to support clean, scalable extraction of rare earths and gallium. The facility will demonstrate environmentally responsible processing aligned with federal priorities and defense applications.
USCM is committed to building a resilient, independent supply chain—setting new standards for ESG-aligned mineral production and strategic autonomy.
National Security
There is limited supply of critical minerals globally. China controls 80-90 % of rare earths in the world. The U.S. is dependent on China for many of the elements necessary for not only consumer uses, but critical military and industrial applications as well, and is not permitted to buy and import these raw materials from China, but rather only to buy fully processed rare-earth-containing products and product components manufactured within China itself, under CCP rule. Thus in summary, the Chinese Communist Party in China has essentially weaponized its global rare earths domination.
National Security: The Rare Earths and Gallium Crisis
The United States faces a growing national security threat due to its dependence on foreign sources—especially China—for rare earth elements (REEs) and gallium. These materials are essential for defense systems, advanced technologies, and energy infrastructure.
China controls over 70% of global rare earth production and 90% of processing. The U.S. cannot import raw materials directly from China—only finished components produced under CCP oversight. This vulnerability has been weaponized, most recently through China’s ban on gallium exports, a critical material for semiconductors and military applications.
Why It Matters
China controls approximately 70% of global rare earth production and 90% of processing. This dependency leaves the U.S. vulnerable to supply chain disruptions, threatening national defense capabilities and technological innovation. In a concerning move, China has recently banned exports of gallium—a mineral vital for semiconductors and defense applications—citing its dual military and civilian uses.
How US Critical Materials Strengthens U.S. Security
Sheep Creek, the flagship deposit of US Critical Materials, offers one of the highest-grade domestic sources of rare earths and gallium—directly supporting national defense and supply chain independence.
- High-grade gallium – well above economic thresholds for domestic production
- Rare earth oxide grades averaging 9.1% – among the highest in North America
- Low thorium levels – minimizing regulatory and environmental risk
- Surface-accessible carbonatites – enabling efficient, low-impact extraction
- INL-backed processing – scalable, clean technology aligned with federal ESG goals
Defense Applications Enabled by Sheep Creek
Materials from Sheep Creek support mission-critical systems:
- Missiles & guided munitions – Tomahawk, JDAMs
- Radar & avionics – F-35, advanced aircraft
- UAVs & drones – surveillance and targeting systems
- Naval platforms – submarines, destroyers, sonar arrays
- Jet engines & Magnets – F-16, high-performance propulsion
- Secure communications & night vision – battlefield readiness
The Path Forward
US Critical Materials is securing a resilient, domestic supply chain for rare earths and gallium through Sheep Creek. Our mission is to eliminate foreign dependence, strengthen U.S. defense capabilities, and set new standards for clean, scalable mineral processing.
The Need for Action
The U.S. must act swiftly to secure a domestic supply chain for these critical materials, ensuring that our national security, technological leadership, and economic stability are not compromised. Strengthening domestic mining, refining, and innovation in REEs and gallium processing is a matter of urgent national security.
US Critical Materials is The Answer.