Private investment increasingly looks to be a key driver to...

Private investment increasingly looks to be a key driver to finance the US critical mineral strategy, with the US working with a network of mining and technology firms to help encourage investment in up to 15 global critical-minerals projects.Security will arguably be the most important factor for any investor looking to gain exposure to military demand for critical minerals. For example, a secure location for the mineral deposit and mine, allied with the US, as well as ease and security for exports (see our analysis on mining and US supply chains in Australia and Canada).Demand will particularly focus on the minerals that the US is 50-100% reliant on for imports, from gallium to manganese, titanium to cobalt.And, particularly if another crises occurs sooner rather than later, there will be a demand to secure existing mines rather than developing new ones. QUOTE
Nickel /cobalt secure supply is now more than ever imperative for the Western Alliance as global conflict looms over Europe and instability is rife leading up to the November election IMO

https://theoregongroup.com/commodities/copper/military-rearmament-is-just-getting-started-without-enough-critical-minerals/