Pentagon Accelerates Critical Minerals Stockpiling Amid Global Supply Bottlenecks.
ByAinvest
Thursday, Jan 22, 2026 9:15 am ET1min read
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The US Pentagon is accelerating a critical minerals stockpiling mandate, shifting focus to domestic assets with inelastic production profiles like indium and antimony. Western governments are investing to counter global processing capacity. GoldHaven Resources, American Resources, Electra Battery Materials, Americas Gold and Silver, and Western Copper and Gold are leading the North American response to this strategic rotation. Industry analysts project that strategic industrial policy will dictate capital flows in 2026 due to supply bottlenecks in the defense and semiconductor sectors.
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