Critical minerals

From deposits in the ground to finished products.

One place for what is actually happening in critical minerals: where the resources are and who mines them; who processes, refines, and manufactures; what governments are funding; which opportunities are open right now; and how policy and trade actions are reshaping supply. Five chains are covered in depth, from rare earths and graphite through gallium, germanium, and lithium. Every fact is dated and linked to its source.

Illustration

Explore the chains

Rare earths

48 mines, separation plants, metal makers, and magnet manufacturers, plus U.S. deposits, production, capacities, programs, and policy.

Graphite

35 facilities across mined-flake and synthetic routes through purification, shaping, graphitization, and anode finishing.

Gallium

18 facilities from byproduct recovery through high-purity metal, precursor chemicals, crystals, and substrates.

Germanium

10 facilities from byproduct recovery through high-purity metal, chemicals, crystals, wafers, and optical materials.

Lithium

67 facilities across hard-rock, brine, clay, and recycling routes through recovery to battery-grade carbonate and hydroxide.

17 funding opportunities

Federal grants, loans, and solicitations for critical minerals — what is open and what came before.

Policy timeline

Dated executive, legislative, and trade actions shaping all five chains.

Briefings

Short, sourced explanations of what happened in the records. All briefings.

National lab capabilities

Ames National Laboratory / Critical Materials Innovation Hub

DOE's lead lab for critical-materials science and home of the Critical Materials Innovation Hub (CMI), spanning separations chemistry, magnet materials, and recycling. 272 rare-earth publications, patents, and reports are listed below with links to their official OSTI records.

Idaho National Laboratory

INL's rare earth work centers on recovery from unconventional and secondary feedstocks, including bioleaching and e-waste value recovery. 147 documents are listed below with links to their official OSTI records.

NETL / METALLIC

The National Energy Technology Laboratory runs METALLIC and DOE's unconventional-feedstock rare earth programs — coal byproducts, acid mine drainage, and produced waters. 238 documents are listed below with links to their official OSTI records.

Oak Ridge National Laboratory

ORNL's separations-science and manufacturing programs cover rare earth solvent extraction, membrane separation, and magnet recycling — the deepest single-lab rare-earth publication corpus among DOE labs. 666 documents are listed below with links to their official OSTI records.

External headlines

Updated Nov 10, 2026. Notes under each link are machine-generated context, not verified records. For verified record updates, see the change log.

  1. Japan likely to continue to pay high premium for yttrium through to 2028

    source.benchmarkminerals.com · Nov 10, 2026

    Japan is expected to face sustained high costs for yttrium imports through 2028, affecting its position in the rare earth market.

  2. Myanmar rare earths have become critical to Chinese supply chains

    marketscreener.com · Nov 10, 2026

    Myanmar's rare earth production has become a vital component of China's domestic supply chains for these critical materials.

  3. Myanmar urges US rare earth investment push

    mining.com.au · Nov 10, 2026

    Myanmar is seeking US investment to develop its rare earth sector, which is currently heavily reliant on and dominated by Chinese interests.

  4. Pentagon Eyes Unprecedented 75-Year Deal to End China's Rare Earth Stranglehold

    oilprice.com · Nov 10, 2026

    The Pentagon is evaluating an unprecedented 75-year agreement aimed at diversifying supply and reducing dependence on China's rare earth production.

  5. Rare Earths Stay in Focus After China Extends Suspension of Selected Export Controls

    kalkine.ca · Nov 10, 2026

    China's extension of its suspension on certain rare earth export controls provides a temporary reprieve for international markets monitoring trade restrictions.

  6. Pricing, financing hinder EU rare earths push as China extends controls pause

    scmp.com · Nov 10, 2026

    European efforts to build independent rare earth supply chains are being hindered by high financing costs and market pricing volatility.

  7. Apex Critical Metals: 223.3 Metres at 2.52% Rare Earths on the Rift Project

    ideal-investisseur.fr · Nov 10, 2026

    Apex Critical Metals reported drilling results showing high-grade rare earth mineralization at its Rift Project, indicating potential for resource development.

  8. Myanmar lobbies US to invest in its rare earths sector, dominated by China

    tradingview.com · Nov 10, 2026

    Myanmar is lobbying for American investment to counter China's dominance in its local rare earths industry.

  9. American Rare Earths Issues 7.34 Million Unlisted Options to KMP Under Incentive Scheme on 6 November 2026

    kalkine.com.au · Nov 10, 2026

    American Rare Earths issued over seven million options to key personnel as part of its internal corporate incentive program.

  10. POSCO Future M reaches a seven-year, 720,000-ton supply agreement with LG Energy Solutin - Expands cooperation to LFP cathode materials, synthetic graphite anode materials, and more

    batteriesnews.com · Nov 10, 2026

    POSCO Future M and LG Energy Solution secured a long-term supply agreement for synthetic graphite anode materials and other battery components.