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List of NATO’s top critical minerals released, including aluminium, cobalt, gallium, germanium

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NATO, the largest peacetime military alliance in the world, has released a list of the 12 defence-critical raw materials essential to the alliance’s defence industry.

List of NATO defence critical raw materials:

  1. Aluminium
  2. Beryllium
  3. Cobalt
  4. Gallium
  5. Germanium
  6. Graphite
  7. Lithium
  8. Manganese
  9. Platinum
  10. Rare Earth Elements
  11. Titanium
  12. Tungsten

Supply risk for critical raw materials in military applications - The Oregon Group - Critical Minerals and Energy Intelligence

The critical materials are described as integral to the manufacture of advanced defence systems and equipment.

For example:

  • aluminium, is essential in the production of lightweight yet robust military aircraft and missiles, enhancing their agility and performance
  • graphite is crucial for the production of main battle tanks and corvettes due to its high strength and thermal stability; and, in submarines, graphite is used in the construction of hulls and other structural components, significantly reducing acoustic signatures and enhancing stealth capabilities
  • cobalt is another critical material, essential for producing superalloys used in jet engines, missiles, and submarines, which can withstand extreme temperatures and stress

“The availability and secure supply of these materials are vital to maintaining NATO’s technological edge and operational readiness. Disruptions in their supply could impact the production of essential defence equipment. Identifying these key materials is NATO´s first step towards building stronger, better protected supply chains, crucial for Allied defence and security”

— NATO, NATO releases list of 12 defence-critical raw materials

The release of the critical mineral list is part of a roadmap to protect NATO’s supply chains from disruption.

Shortly before the list’s publication, China announced they are banning the export of critical minerals gallium, germanium, antimony, as well as superhard materials to the US. A new review of graphite is also set to be implemented. All, except antimony, are listed as critical to NATO.

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The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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