America Can’t Import Its Way out of the Critical Minerals Crisis
12th September 2026
The U.S. defense industrial base today faces a critical minerals challenge—one with serious national security implications.
On August 4, media reports indicated that a major U.S. defense contractor is, for the first time, planning to source germanium and scandium—critical minerals used to build high-end defense items—from American firms. Here’s the problem: the prospective supplier does not have an operational mine—and will not until at least 2028. To highlight the scope of this challenge, consider the fact that the United States has not mined scandium since the 1960s.
Critical minerals are vital elements used in numerous defense platforms: warships, stealth bombers, fighter jets, missiles, sensors, and radars. Today the United States is import-reliant when it comes to critical minerals. China accounts for 90 percent of worldwide refining and processing capacity and is the top global refiner for 19 of 20 strategic minerals especially relevant to defense production.