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Document reveals Pentagon sought 13 critical minerals day before Iran strike

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Document reveals Pentagon sought 13 critical minerals day before Iran strike


A general view of the Pentagon on the day that at least 30 news organizations declined to sign a new Pentagon access policy for journalists, at the Pentagon in Washington, D.C., US, October 15, 2025.  — Reuters
A general view of the Pentagon on the day that at least 30 news organizations declined to sign a new Pentagon access policy for journalists, at the Pentagon in Washington, D.C., US, October 15, 2025.  — Reuters

The US military asked mining companies last Friday to help boost domestic supplies of 13 critical minerals used to make semiconductors, weapons and other products, a document reviewed by Reuters showed.

The request, the day before the US and Israel launched strikes on Iran, is the latest example of Washington’s push for more access to the materials used widely in warfare.

The Pentagon asked members of the Defence Industrial Base Consortium (DIBC), a group of more than 1,500 companies, universities and others that supply the military, for proposals to be submitted by March 20 for projects that could mine, process or recycle select minerals, the document showed.

While the DIBC has worked on minerals-related issues for some time, there was no immediate indication as to whether the timing was intentionally coordinated to coincide with the start of the strikes on Iran.

The list of 13 minerals sought includes arsenic, bismuth, gadolinium, germanium, graphite, hafnium, nickel, samarium, tungsten, vanadium, ytterbium, yttrium and zirconium.

The US is reliant on imports for most of the 13. China is a dominant global producer of all of them.

DIBC member Guardian Metal Resources plans to apply for funding for its two tungsten projects in Nevada, said J.T. Starzecki, the company’s executive chairman. Tungsten is used to harden steel and China is the world’s largest producer.

“This is the opportunity we’ve been waiting for,” Starzecki told Reuters. “Our plan is to look for an application that would give us a funding package to allow us to get to full production at both sites.”

American Tungsten, which is developing an Idaho mine for that metal, plans to apply for funding next week that would complement a loan it has applied for from the US Export-Import Bank, said CEO Ali Haji.

The Pentagon asked for detailed information on the costs, including labour and material, needed to build a mine or processing facility. Projects could be awarded development funds ranging from $100 million to over $500 million, according to the request.

The document did not specify why only those 13 minerals were chosen. Some — including germanium, graphite and yttrium — have been subject to export restrictions by China, the top global producer.

Yttrium shortages, especially, have set off alarm bells throughout the aerospace industry. One of the 17 rare earths, yttrium is used in coatings that keep engines and turbines from melting at high temperatures. Without regular application of these coatings, engines cannot be used.

Colorado-based Energy, also a DIBC member, said it is developing facilities to process gadolinium and samarium by 2027, and is considering processing yttrium.

“The domestic supply of critical minerals remains essential to safeguarding both national security and economic stability,” said Mark Chalmers, the Energy Fuels CEO.

Nickel is a widely traded metal and Indonesia is the top global producer. Yet Jakarta has been throttling exports of the metal used widely in stainless steel and battery production.

The White House, DIBC and Pentagon did not immediately respond to requests for comment.

Latest request

DIBC’s request is just the latest attempt by the Trump administration to increase US supply of key critical minerals. China has been using its market control as diplomatic leverage in ongoing trade disputes with Washington.

Last month, Trump officials launched a $12 billion minerals stockpile backed by the US Export-Import Bank and proposed a preferential minerals trading bloc with more than 50 allies.

That trading bloc would aim to use reference prices for minerals derived in part by a Pentagon-created artificial intelligence programme, Reuters reported last week.

The administration has also taken equity stakes in rare earths miner MP Materials, Lithium Americas, and copper-and-cobalt developer Trilogy Metals.

Separately on Wednesday, the Defence Logistics Agency, which buys a range of goods for the US military, asked for information from miners on potentially acquiring lithium, chromium and tellurium for military stockpiles.





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Iran says US naval blockade has minimal impact on food supply

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Iran says US naval blockade has minimal impact on food supply



Iran’s agriculture minister said a US naval blockade has had little impact on the country’s ability to supply basic goods and food, citing strong domestic production and alternative import routes.

“Despite the US naval blockade, we have no problem in supplying basic goods and food because, due to the size of the country, it is possible to import from different borders,” Agriculture Minister Gholamreza Nouri said on Tuesday.

“About 85 percent of agricultural products and basic goods are produced domestically, so the country’s food security is established,” he added, according to the official IRNA news agency.

The United States imposed a naval blockade on Iran’s ports and coasts on April 13, days after a ceasefire was announced that paused its war with Iran.

Iran has strongly criticised the blockade, describing it as a violation of the ceasefire.



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US missile stockpiles sharply depleted during Iran war: report

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US missile stockpiles sharply depleted during Iran war: report


A Terminal High Altitude Area Defense (THAAD) interceptor is launched during a successful intercept test, in this undated handout photo provided by the US Department of Defense, Missile Defence Agency. — Reuters
A Terminal High Altitude Area Defense (THAAD) interceptor is launched during a successful intercept test, in this undated handout photo provided by the US Department of Defense, Missile Defence Agency. — Reuters 

The United States military used up nearly half of its Patriot interceptor missile stockpile during its seven-week campaign against Iran, according to an analysis by the Center for Strategic and International Studies (CSIS).

A report by Washington-based outlet The Hill highlighted significant depletion across several key munitions, citing the CSIS analysis, and raised concerns about Washington’s preparedness for a potential conflict with China.

According to the CSIS study released on Tuesday, US forces fired almost 50% of their Patriot missiles during the operation. More than half of Terminal High Altitude Area Defence (THAAD) interceptors were also used, alongside over 45% of Precision Strike Missiles (PrSMs), during the air and missile campaign in Iran.

The analysis further found that more than 20% of Joint Air-to-Surface Standoff Missiles (JASSMs), over 30% of SM-3 interceptors and at least 10% of SM-6 missiles were expended as part of Operation Epic Fury.

CSIS warned that rebuilding stockpiles — including Tomahawk cruise missiles and JASSMs — to pre-operation levels could take between one and four years. These weapons, it noted, would be vital in any future conflict in the Western Pacific.

“Even before the Iran war, stockpiles were deemed insufficient for a peer competitor fight. That shortfall is now even more acute and building stockpiles to levels adequate for a war with China will take additional time,” the report’s authors wrote.

While the US is still likely to retain enough munitions to continue operations against Iran, the remaining inventory would fall short in a confrontation with a major adversary such as China, the report added.

Amid these concerns, the United States Central Command (Centcom), which led the Iran campaign, said its forces are actively rebuilding capacity during the ceasefire. In a social media message, CENTCOM said its “forces remain ready”.

Speaking alongside US Defence Secretary Pete Hegseth, Centcom commander Admiral Brad Cooper said: “We are rearming. We’re retooling, and we’re adjusting our tactics, techniques and procedures.”

“There is no military in the world that adjusts like we do, and that’s exactly what we’re doing right now during the ceasefire,” he added.

The findings come as President Donald Trump earlier held talks with leading defence contractors in March, after which he said production of “exquisite class” weapons would be increased fourfold.

Responding to the report, Pentagon chief spokesperson Sean Parnell defended the military’s capabilities, telling The Hill that the US remains fully equipped.

“The US military is the most powerful in the world and has everything it needs to execute missions at the time and place of the President’s choosing,” he said.

“As Secretary [Pete] Hegseth has highlighted numerous times, it took less than 10% of American naval power to control traffic in and out of the Strait of Hormuz. Since President Trump took office, we have executed multiple successful operations across combatant commands while ensuring the US military possesses a deep arsenal of capabilities to protect our people and our interests,” Parnell said in a statement. “Attempts to alarm Americans over the Department’s munitions stockpiles are both ill-informed and dishonourable.”

Meanwhile, Pentagon comptroller Jules ‘Jay’ Hurst said officials are planning to expand multi-year munitions contracts to as long as seven years, aimed at strengthening supply chains and encouraging sustained investment. The move forms part of the administration’s proposed $1.5 trillion defence budget.

“Once Operation Epic Fury ends, the naval assets sent to the Middle East will return to the Pacific. Munitions inventories will start to recover, but restoring depleted stockpiles and then achieving the desired inventory levels will take many years,” the report’s authors, Mark F. Cancian and Chris H. Park, wrote.





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At Pakistan’s request, Trump extends ceasefire until Iran submits ‘unified proposal’

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At Pakistan’s request, Trump extends ceasefire until Iran submits ‘unified proposal’


(Left to right) Prime Minister Shehbaz Sharif, US President Donald Trump, and Field Marshal Asim Munir pose for a photo at the White House in Washington, on September 25, 2025. — X@GovtofPakistan
(Left to right) Prime Minister Shehbaz Sharif, US President Donald Trump, and Field Marshal Asim Munir pose for a photo at the White House in Washington, on September 25, 2025. — X@GovtofPakistan
  • US blockade of Iran ports to continue even during ceasefire.
  • Trump says closing strait risks Iran losing $500m daily.
  • Israel-Lebanon ceasefire talks set for Thursday.

WASHINGTON: President Donald Trump extended the US ceasefire with Iran to allow more time for peace talks, with Tehran silent on the decision early Wednesday.

Trump indefinitely pushed back the end of the two-week truce, crediting a request from mediator Pakistan and stressing the need to give Iran’s “fractured” leadership time to form a proposal. But he said the US blockade of Iran’s ports — a sticking point for Tehran — would continue.

In a Truth social post on Tuesday, the US president accused Iran of wanting to keep the Strait of Hormuz open “so they can make $500 Million Dollars a day,” which he said the Gulf nation would risk losing if it remains closed.

Trump insisted in the post that keeping a US blockade of the strait, a critical waterway for about a fifth of the world’s oil and natural gas exports, is vital for forging a deal with Iran.

“People approached me four days ago, saying, ‘Sir, Iran wants to open up the Strait, immediately.’ But if we do that, there can never be a Deal with Iran, unless we blow up the rest of their Country, their leaders included!,” Trump said in the post.

In an earlier social media post, Trump indicated that he had no desire to extend the ceasefire and had warned of a resumption of bombing when it expired.

“I have… directed our Military to continue the Blockade and, in all other respects, remain ready and able, and will therefore extend the Ceasefire until such time as their (Iran’s) proposal is submitted,” Trump wrote on social media.

Ahead of Trump’s eleventh-hour intervention, it had been unclear when the original ceasefire would expire, with Pakistan indicating it would end at 2350 GMT Tuesday.

This moment came and went with no reports of new military activity by Iran, which had said the ceasefire would end at 0000 GMT. Iran are yet to respond to Trump’s ceasefire extension.

The fate of peace talks hosted by Pakistan was left hanging in the balance following Trump’s announcement.

A White House official confirmed that Vice President JD Vance would not travel to Pakistan for talks on Tuesday as previously planned, pending the submission of an Iranian proposal.

Islamabad lockdown

Strict security measures were adopted on Tuesday in Islamabad which was virtually shut down, even as no Iranian-US meeting was fixed.

Prime Minister Shehbaz Sharif thanked Trump for extending the ceasefire, with UN Secretary General Antonio Guterres also welcoming it.

As the original ceasefire deadline drew in, Iran preemptively threatened to attack its Gulf neighbors’ oil production facilities if their territory was used to attack it once the ceasefire expired.

Since the first round of talks in Islamabad, Trump announced a blockade of Iranian ports, which US Treasury Secretary Scott Bessent said would remain in place.

“In a matter of days, Kharg Island storage will be full and the fragile Iranian oil wells will be shut in,” Bessent said in an X post Tuesday, adding that constraining Iran’s maritime trade will target its “primary revenue lifelines.”

He warned: “Any person or vessel facilitating these flows-through covert trade and finance risks exposure to US sanctions.”

The US Defence Department said Tuesday that its forces intercepted and boarded a “stateless sanctioned” vessel as part of Washington’s efforts. AFP has identified the vessel as one affiliated with Iranian activity.

Both sides have accused the other of ceasefire breaches.

‘Cursed ceasefire’

Residents in the Iranian capital who spoke to Paris-based AFP journalists say life has only worsened despite the truce.

“This cursed ceasefire has broken us,” said Saghar, 39. “I don’t know anyone around me who is doing well.”

Experts said Iran’s noncommittal public stance was an attempt to put pressure on Washington.

“The current standoff between the United States and Iran is no longer a clash of capabilities but rather a struggle of political endurance and bargaining leverage,” Daniel Byman of the Center for Strategic and International Studies wrote in a commentary.

Despite the ongoing uncertainty, stocks rose on Tuesday amid lingering hopes for a deal to end the conflict.

Israel-Lebanon talks

On another front in the war, Israel and Lebanon, which have no diplomatic relations, will hold fresh talks in Washington on Thursday, a State Department official told AFP.

A separate 10-day ceasefire was agreed between the two nations on Friday and included Hezbollah, whose rocket fire in support of Iran drew Lebanon into the wider Mideast conflict.

Sporadic violence has continued, and Israel’s military warned civilians against returning to dozens of villages in southern Lebanon.

Israeli attacks on Lebanon have killed at least 2,454 people since the start of the war, a Lebanese government body said in its latest toll.

Hezbollah said it launched an attack on northern Israel on Tuesday in retaliation for what it said were Israeli violations of the ceasefire, the first such claim since the truce began.





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