Strategic minerals drive Pentagon push ahead of Iran action

WASHINGTON: The United States intensified efforts to secure supplies of critical minerals just a day before launching strikes on Iran, highlighting how resource security is increasingly tied to military readiness and geopolitical strategy.

According to a document reviewed by Reuters, the U.S. Department of Defense approached domestic mining firms and industry partners on Friday, seeking proposals to boost production of 13 key minerals essential for semiconductors, advanced weapons systems and other defense technologies.

The request, issued through the Defense Industrial Base Consortium — a network of more than 1,500 companies, academic institutions and suppliers — called for projects focused on mining, processing or recycling these materials. Companies were asked to submit detailed plans, including cost estimates for labour and infrastructure, by March 20.

The move came just one day before U.S. and Israeli forces launched strikes on Iran, underscoring a broader push in Washington to strengthen supply chains critical to modern warfare. While there is no confirmation that the timing was directly coordinated with the military action, the proximity of the two developments points to heightened strategic urgency.

The Pentagon’s list includes minerals such as graphite, nickel, tungsten, yttrium and germanium — many of which are vital for aerospace systems, electronics and high-temperature engine components. Several of these materials are currently subject to export restrictions by China, which dominates global production.

Particular concern surrounds yttrium, a rare earth element used in protective coatings that prevent aircraft engines and turbines from overheating. Industry experts warn that shortages could disrupt aerospace manufacturing and maintenance cycles.

The United States remains heavily dependent on imports for most of these minerals, exposing vulnerabilities in times of conflict or trade tension. In recent months, the administration of Donald Trump has accelerated efforts to secure alternative sources, including a proposed $12 billion stockpile and plans for a preferential minerals trade bloc with allied nations.

Washington has also taken direct stakes in mining ventures and expanded procurement initiatives through agencies such as the Defense Logistics Agency, which is exploring additional stockpiles of lithium, chromium and tellurium.

Together, these efforts reflect a growing recognition within the Pentagon that future conflicts may hinge not only on military strength, but also on control over the raw materials that power modern defense systems.