Critical Minerals on U.S. Government List
of Rare Earth Processing Controlled by China
U.S. Government Financing Available (DFC + EXIM)
Target Timeline to Public Listing or Acquisition
The SpaceX of Critical Minerals
Raw Reserves was founded on a single conviction: the West cannot win the next century without controlling the minerals that power it. From the tungsten in armor-piercing munitions to the rare earths in fighter jet guidance systems, critical minerals are the hidden leverage point of geopolitical power.
We operate like a technology company, not a legacy miner. We identify dormant, proven assets in strategically aligned jurisdictions, structure sovereign-level joint ventures with local partners, and stack U.S. government financing to de-risk the capital structure, then build domestic processing infrastructure to complete the supply chain.
Our StrategyPrincipal-led and conviction-driven, Raw Reserves is on a mission to rebuild the full critical minerals supply chain for the Western world. We partner with sovereign-connected operators to develop proven assets and deliver the materials infrastructure that powers defense, energy, and advanced manufacturing.
VERTICALLY INTEGRATED FOR SPEED AND SCALE
With end-to-end capabilities spanning acquisition, joint venture structuring, government financing, and domestic processing, we deliver unmatched operational efficiency and supply chain control.
SUPPLY CHAIN TRANSPARENCY YOU CAN RELY ON
We set the standard for responsible sourcing and traceable provenance, providing partners and offtakers with full visibility into origin, processing, and chain of custody in an otherwise opaque market.
PRECISION IN EVERY TRANSACTION
At Raw Reserves, rigorous due diligence and disciplined capital allocation are our foundation. We reliably structure and execute the projects that deliver finished critical materials to Western buyers.
A Generational Supply Chain Crisis
China controls over 85% of global rare earth processing and dominates tungsten, antimony, gallium, and germanium supply chains. The U.S. Department of Defense, NATO allies, and advanced manufacturers are actively seeking alternative sources and willing to finance them.
Proven Geology, Dormant Assets
Decades of historical exploration data identify high-grade deposits that were abandoned due to low commodity prices, not lack of ore. Today's defense-driven demand changes the economics entirely.
Bilateral MOU Access
Recent U.S. bilateral agreements with resource-rich nations create a legal and diplomatic framework for American companies to secure concessions ahead of competitors from adversarial nations.
Government Financing Tailwind
The DFC, EXIM Bank, and DoW Office of Strategic Capital have collectively committed billions to critical mineral supply chain development, with more being allocated each fiscal year.
Defense Prime Acquisition Appetite
Major defense primes and industrial conglomerates are actively acquiring upstream mineral assets to vertically integrate. This creates a clear M&A exit pathway alongside a NASDAQ listing.
A Proven Playbook,
Scaled Globally
Our model draws on the most successful critical minerals joint venture structures of the past decade: identify a proven deposit, partner with a sovereign or royally-connected local entity, bring U.S. government financing to the table, and build a vertically integrated processing operation inside a special economic zone or industrial park.
Target dormant, historically-proven deposits in U.S.-aligned jurisdictions with active bilateral mineral MOUs.
Partner with sovereign-connected local entities. Bring U.S. capital, technical expertise, and government relationships.
Layer DFC project finance, EXIM Bank supply chain guarantees, and DoW OSC co-investment for maximum capital efficiency.
Construct domestic processing infrastructure including APT plants and separation facilities to deliver finished product to Western buyers.
Target TSX-V to NASDAQ listing or strategic acquisition by a defense prime within 3 to 5 years.
Minerals That Matter Most
We focus on minerals with the highest strategic value to Western defense and advanced manufacturing, where supply chain concentration risk is greatest and U.S. government financing support is most available.
Rare Earth Elements
Lanthanide-series elements essential to permanent magnets, optics, and advanced electronics
The backbone of permanent magnet technology. Neodymium-iron-boron (NdFeB) magnets are the strongest commercially available magnets in the world and are essential to every EV motor, wind turbine generator, and precision-guided munition. Without neodymium, modern defense systems and the clean energy transition stall.
Praseodymium is blended with neodymium to produce didymium alloys used in high-performance permanent magnets. It improves magnet coercivity at elevated temperatures, making it critical for aerospace motors, defense actuators, and EV drivetrains operating under demanding conditions. It is rarely separated from neodymium in the supply chain.
A heavy rare earth element added to NdFeB magnets to prevent demagnetization at high temperatures. It is indispensable for EV traction motors, jet engine actuators, and military hardware operating in extreme heat. Dysprosium is one of the scarcest and most strategically sensitive elements in the rare earth group.
Used alongside dysprosium to enhance the thermal stability of permanent magnets. Terbium also plays a role in solid-state lighting, naval sonar systems, and advanced display technologies. Its extreme scarcity and near-total Chinese processing control make it one of the most supply-critical elements on the U.S. government watch list.
Used in high-refractive-index optical glass for camera lenses, telescope optics, and precision targeting systems. Also a key component of nickel-metal hydride batteries and fluid catalytic cracking catalysts in oil refining. Lanthanum is one of the most abundant rare earths but still heavily processed in China.
The most abundant rare earth element by volume. Cerium oxide is the standard polishing compound for optical glass, semiconductors, and precision lenses. It is also used in catalytic converters, fuel additives, and as a UV-blocking agent in specialty glass. Despite its abundance, Western processing capacity remains limited.
A critical component of yttrium-aluminum garnet (YAG) lasers used in defense targeting, medical surgery, and industrial cutting. Yttrium is also used in phosphors for LED lighting, radar systems, and as a stabilizer in zirconia ceramics for jet engine thermal barrier coatings. It bridges rare earth and advanced materials applications.
Europium produces the red and blue phosphors in LED displays, fluorescent lighting, and anti-counterfeiting features on banknotes and passports. It is also used in nuclear reactor control rods due to its high neutron absorption capacity. Europium is one of the least abundant rare earths and commands significant strategic value.
Critical Minerals
Strategic industrial metals and battery materials with concentrated supply chains and no viable substitutes
The hardest natural metal with the highest melting point of any element. Tungsten is the material of choice for armor-piercing munitions, kinetic energy penetrators, cutting tools, aerospace alloys, and radiation shielding. It is irreplaceable in defense manufacturing and has no viable substitute for high-temperature industrial applications.
A critical input for night-vision equipment, infrared sensors, flame retardants, and lead-acid battery grids. Antimony trioxide is the primary synergist in flame retardant formulations used across military vehicles, aircraft interiors, and electronics. China imposed export controls on antimony in 2024, triggering immediate Western supply chain alerts.
An essential semiconductor material for gallium arsenide (GaAs) and gallium nitride (GaN) chips used in 5G base stations, radar systems, satellite communications, and high-frequency military electronics. Gallium is a byproduct of aluminum smelting and has no primary mine production, making supply highly dependent on Chinese refining.
Used in fiber optic cables, infrared optical systems, night-vision lenses, and satellite solar cells. Germanium-based infrared optics are standard in military thermal imaging and missile seeker heads. Like gallium, it is a byproduct mineral with no dedicated mine production, and China banned its export in 2023.
A superalloy additive that dramatically increases the strength and heat resistance of steel. Niobium-bearing high-strength low-alloy (HSLA) steel is used in pipelines, automotive frames, bridges, and military vehicles. It is also used in superconducting magnets for MRI machines and particle accelerators. Brazil holds a near-monopoly on global supply.
A critical input for lithium-ion battery cathodes powering EVs, portable electronics, and grid storage. Cobalt superalloys are used in jet engine turbine blades and gas turbines due to their extreme heat resistance. The Democratic Republic of Congo supplies over 70% of global cobalt, with Chinese companies controlling most of the processing.
The foundational element of modern battery technology. Lithium-ion batteries power everything from smartphones and EVs to grid-scale energy storage and military portable power systems. Lithium carbonate and lithium hydroxide are the two primary processed forms. The U.S. has significant domestic lithium resources but limited refining capacity.
Natural graphite is the dominant anode material in lithium-ion batteries. It is also used in nuclear reactor moderators, lubricants, and refractory materials for steel production. China produces approximately 65% of the world's natural graphite and controls the vast majority of the spherical graphite processing used in battery anodes.
The U.S. Government Is
Our Co-Investor
Raw Reserves structures every project to qualify for multiple layers of U.S. government financing, dramatically reducing private capital risk while accelerating development timelines. This is not a subsidy play; it is a strategic alignment of interests between private capital and national security objectives.
Our target capital stack for each project combines DFC project finance loans, EXIM Bank Critical Technology Export Program (CTEP) guarantees, and DoW Office of Strategic Capital co-investment alongside private equity and strategic partner capital.
Investor and Partner
Inquiries
Raw Reserves is currently engaged in pre-seed and seed-stage capital formation. We are selectively accepting introductions from qualified institutional investors, family offices, sovereign wealth funds, and strategic partners with relevant operational or government relationships.
PE firms, family offices, sovereign wealth funds seeking critical minerals exposure
Defense primes, industrial manufacturers, and processing technology providers
DFC, EXIM, DoW, and bilateral MOU counterparties seeking U.S.-aligned operators
Sovereign-connected entities in U.S.-aligned jurisdictions with mineral concession access