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In the sprawling mines of Utah and Arizona, where the likes of Rio Tinto and other global giants extract copper and nickel by the ton, a different kind of wealth quietly slips through the cracks. Germanium, gallium, tellurium—names that don’t make headlines, but underpin the technologies of tomorrow—are discarded as waste or left ignored in tailings ponds. While China tightens its grip on these critical minerals, the US sits idle, stymied not by geology but by corporate calculus.
Big mining companies have little incentive to invest in these niche materials when they can just as easily sweep them into the waste stream without denting their balance sheets. Policymakers need to think bigger. One way to augment the offtake agreements is to add preferential rates for minerals deemed critical to national security and technology development. Without these measures, we are doomed to repeat the cycle of missed opportunities, as American-made minerals continue to slip into obscurity.
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