🪨🇺🇸The US imports 100% of 11 critical minerals. Uranium sits at 99%. That's the headline from the USGS 2026 minerals report. The more telling part is who the US buys from. 🇨🇳China is the top supplier for graphite, tantalum, yttrium, bismuth, antimony and tungsten. The country on the customs form isn't always where the mineral really comes from, though. Most US gallium arrives from Canada🇨🇦. China still produces the majority of the world's gallium. That matters because Beijing has already used these minerals as leverage. Gallium and germanium export controls in 2023. Graphite later that year. Antimony in 2024. Then an outright ban on shipping gallium, germanium and antimony to the US. Rare earths look slightly better on paper, at 67%. Some of the dependence is on friends. 🇯🇵Japan for titanium and scandium. 🇰🇷South Korea for indium. 🇧🇷Brazil for niobium. Some of it isn't… Uranium comes from 🇰🇿 , Canada and Russia🇷🇺, just as Washington pushes to build more reactors. Mining a mineral and refining it are 2 separate chokepoints. The US is short on both.