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| Volato Group |
The US strategic mineral reserve at Nevada’s Hawthorne Army Depot marks a new security play. The US strategic mineral reserve will store, refine, and distribute critical materials. Therefore, the US strategic mineral reserve directly targets defense and semiconductor bottlenecks.
Public-private structure ties industry to national security
Volato Group and M2i Global will develop and operate the reserve. The partnership includes the DoD, DLA, and DOE. As a result, governance spans procurement, logistics, and technology. The consortium plans to add private and international partners. This broad network aims to scale capacity and resilience quickly.
What the reserve will hold—and why it matters
The reserve will prioritize gallium, graphite, and copper. These metals underpin missiles, chips, EVs, and grid storage. Meanwhile, the US still lacks domestic processing depth. Gaps persist in cobalt, nickel, lithium, and rare earths. Consequently, a refining and distribution hub can shorten lead times. It can also stabilize supply during geopolitical shocks.
The Metalnomist Commentary
This move shifts the conversation from stockpiling to an operating capability. Watch whether gallium and graphite refining reach commercial cadence. Execution at Hawthorne will signal if the US can finally derisk upstream inputs for chips and defense.
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