Why the Pentagon called domestic miners before striking Iran
The United States and Iran signed a memorandum of understanding to end the war.
Then Iran hit a cargo vessel with a drone in the middle of the strait. The U.S. responded with strikes on Iranian missile storage facilities and radar sites. And Iran launched drones at Bahrain.
So much for the peace deal.
Here's what serious investors need to understand about what's happening – because the media is missing the story.
The MOU guarantees toll-free passage for 60 days. After that, Iran and Oman will "define the future administration and maritime services" in the strait. Iran has already established something called the Persian Gulf Strait Authority – a government agency to manage "safe passage permits." They insist they won't charge tolls. They'll charge "fees." For "navigational services" and "environmental protection."
The distinction is semantic. The reality is structural: Iran is positioning itself to control access to the waterway through which 20% of the world's oil and liquefied natural gas normally flows. And shipping traffic through the strait remains a fraction of pre-war levels.
But oil isn't the only thing that is shipped through Hormuz.
Half the world's seaborne sulfur supply passes through that strait. Sulfur is the foundational chemical reagent required to process critical minerals – including lithium, cobalt, nickel, and copper. When the strait closed, it didn't just spike oil prices. It disrupted the entire upstream supply chain for the batteries that power electric vehicles, AI data centers, and the U.S. defense industrial base.
The Pentagon understood this. The day before the first strikes were launched, they asked domestic mining companies to boost production of 13 critical minerals. That is not a coincidence.
This crisis didn't create America's critical mineral vulnerability. It exposed it. And it made the case for domestic lithium production a matter of national security.
One private U.S. company is already producing battery-grade lithium on American soil.
They hold 120-plus patents on a direct lithium extraction technology that recovers up to 94% of lithium in days – not the 18 months required by traditional evaporation methods. Their Texarkana plant – Project Lonestar – is the largest DLE facility in the United States. At full commercial scale, it projects roughly $1 billion a year in revenue.
General Motors led a $50 million round. The Department of Energy backed them with a $5m grant.
The strait may reopen fully. Or it may not. Iran may drop its toll demands. Or it may not. But the lesson of the last four months is not going away: America cannot afford to depend on foreign chokepoints for the materials that power its economy.
Invest in domestic lithium production before this round closes
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