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.
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 security of the United States depends on a stable and independent supply chain for critical materials, yet our nation faces a growing crisis due to its reliance on foreign sources—especially China—for rare earth elements (REEs) and gallium. These materials are essential for modern defense systems, advanced technology, and energy solutions.
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.
Critical Defense Applications
REEs and gallium are indispensable to U.S. military technology:
- Missiles – Tomahawk missiles, Joint Direct Attack Munitions (JDAMs), precision-guided weapons
- Radar Systems – Used in F-35 stealth fighters and advanced aircraft
- Unmanned Aerial Vehicles (UAVs) – Predator drones and next-gen surveillance technology
- Naval Warfare – Virginia-class submarines, Arleigh Burke destroyers, and sonar systems
- Jet Engines – Fighter jets like the F-16 depend on rare-earth magnets
- High-Powered Lasers – Advanced weaponry and targeting systems
- Night Vision & Communications – Essential for battlefield operations and secure communications
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.