Critical Elements Mining and Processing Infrastructure Buildout: a Matter of National Security (Part 1)

from WTR Small-Cap Spotlight · host Water Tower Research

Send us Fan MailIn this exclusive symposium, hosted by Shawn Severson (Founding Partner & CEO) and Dmitry Silversteyn (Managing Director – Chemicals & Materials), industry leaders from The Metals Company (TMC), Westwater Resources Inc (WWR), Avalon Advanced Materials Inc (AVL), Northern Graphite Corp (NGC), and Odyssey Marine Exploration, Inc. (OMEX) break down:Current market dynamics: global demand trends, supply bottlenecks, pricing pressures, and the role of top mining and processing regions.National security implications: why reducing dependence on China and other concentrated markets is critical for energy transition, defense, and technology sectors.Domestic infrastructure buildout: steps companies are taking to develop U.S. and allied processing capacity, including capital strategies, regulatory hurdles, workforce development, and government support.Actionable insights: what’s needed to overcome challenges and accelerate domestic critical materials production for long-term resilience.This WTR Small-Cap Spotlight Symposium brings together executives from leading critical elements mining and processing companies to explore why building a secure, mine-to-materials supply chain is now a matter of national security—far beyond economics.Whether you’re an investor, policymaker, or industry stakeholder, this episode delivers a front-row view into the future of critical elements and the companies shaping the global supply chain.

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This episode was published on September 17, 2025.

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