Phase ITungsten. Antimony. Gallium. Germanium.

Phase I

We start where criticality peaks.

USGS ranks 84 mineral commodities by the GDP impact of a supply disruption. Our Phase I targets sit at the top.

USGS 2025 — Top 10 highest-risk critical minerals, by GDP impact of a supply disruption
#1Samarium #2Rhodium #3Lutetium #4Terbium #5Dysprosium #6Gallium #7Germanium #8Gadolinium #9Tungsten #10Niobium

Three of our four Phase I metals rank in the USGS top ten. The fourth, antimony, is China's most openly weaponized export.

74 · 183.84
W
Tungsten
USGS #9 · ~80% China-controlled
Aerospace, armor-piercing rounds, semiconductor fab tooling.
51 · 121.76
Sb
Antimony
Most weaponized · −97% exports
Munitions, infrared sensors, phase-change memory.
31 · 69.72
Ga
Gallium
USGS #6 · ~98% China-refined
GaN/GaAs chips: radar, electronic warfare, AI power electronics.
32 · 72.63
Ge
Germanium
USGS #7 · Prices +70%
AI-server fiber optics, infrared optics, satellite solar.
National security — the Western arsenal
TungstenArmor-piercing penetrators, artillery, missile components. No substitute matches its density and heat resistance.
AntimonyMunitions primers, flame retardants, the infrared sensors behind night vision and targeting.
GalliumGaN radar, electronic warfare, the F-35's sensor and communications electronics.
AI & data centers — the compute build-out
GalliumGaN/GaAs power chips and gallium-oxide devices for high-voltage AI accelerators.
GermaniumThe fiber-optic backbone between GPUs, roughly a third of global demand.
TungstenThrough-silicon vias and interconnects in high-bandwidth memory.
$602B
USGS estimate of the hit to US output from a 30% gallium disruption alone — ≈2.1% of GDP. Sovereign AI hardware cannot exist without these inputs, and China dominates the supply of every one.