Critical Minerals in Defense: Strategic Intelligence
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Critical Minerals in Defense is part of GlobalData's stategic intelligence series of reports on trends within military equipment modernization.
This report assesses the role of critical minerals in aerospace and defense, alongside their extraction and strategies to secure supply. Focus is placed on five main critical minerals: rare earth elements, lithium, cobalt, copper, and nickel.
Critical minerals are essential to economic and military systems and are emerging as a geopolitical flashpoint, with volatile prices and risks of restricted access. Defense platforms—from radars and missiles to satellites, sensors, engines, and ammunition—rely on materials such as beryllium, neodymium, tungsten, and lithium.
Rare-earth elements (REEs) are 17 metals widely used in electronics, lasers, magnets, and industry. China dominates REE supply chains and has implemented export restrictions. With Western vulnerabilities exposed, efforts to diversify supply have been accelerated.
Scope
The key defense challenges that forces and defense sector suppliers face are covered.
The investment opportunities for armed forces, suppliers, and institutional investors, across the whole soldier modernization value chain are covered.
Highlights from the range of different critical minerals initiatives.
Key Highlights
Studies of emerging technological trends and their broader impact on the defense market.
Analysis of various critical minerals and projects currently under development
Reasons to Buy
Determine potential investment companies based on trend analysis and market projections.
Gaining an understanding of the market challenges and opportunities surrounding the critical minerals in defense theme.
Understanding how critical mineral supply chains and related segments will fit into the overall market and which spending areas are being prioritized.
Anglo American
BHP
Freeport McMoRan
Glencore
Lynas Rare Earths
MP Materials
Sherritt International
Sociedad Química y Minera (SQM)
Tianqi Lithium
Table of Contents
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