U.S. Critical Mineral Reliance and Geopolitical Tensions with Iran
The U.S. is entirely reliant on imports for over 15 critical minerals, including gallium and germanium. This dependency raises concerns over national security and the supply chain, particularly as geopolitical tensions with Iran escalate.
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The U.S. Geological Survey reports that the U.S. is 100% reliant on imports for gallium and has no domestic production capabilities. Additionally, the country imports all germanium, with shipments from China ceasing prior to late 2024.
The U.S. lacks active graphite mines, impacting battery storage and the electric vehicle transition. In parallel, geopolitical analysis indicates that Iran, now led by hardliners, may develop nuclear weapons, supported by Russia and China. This evolving dynamic could destabilize the Gulf Cooperation Council and alter regional power balances, with Iran potentially emerging as a dominant force.
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