US Defense Agency Seeks $300 Million in Lithium for 36 Million-Pound Stockpile
Updated
Updated · Bloomberg · Jul 8
US Defense Agency Seeks $300 Million in Lithium for 36 Million-Pound Stockpile
1 articles · Updated · Bloomberg · Jul 8
Summary
$300 million is the maximum value of a Pentagon tender seeking nearly 36 million pounds of battery-grade lithium carbonate over the next five years.
The Defense Logistics Agency is buying the material for strategic stockpiles as the US steps up efforts to cut supply risks in critical minerals.
The volume equals about 16,000 tons, underscoring the scale of Washington's push to secure battery supply chains through direct government procurement.
A tender document dated July 2 on a US government website shows the Defense Department is using long-term contracting to build reserves of a key energy-transition metal.
How will the Pentagon's massive lithium purchase affect the cost and supply of batteries for electric cars?
Which allied nations are set to profit from America's new strategic 'white gold' rush?
U.S. Defense Logistics Agency’s 550-Ton Lithium Stockpile: Strategic Shift in Critical Mineral Security
Overview
In July 2026, the U.S. Defense Logistics Agency (DLA) launched a major initiative to procure battery-grade lithium carbonate for the National Defense Stockpile, marking a turning point in the nation’s critical minerals strategy. This move shifts the U.S. from policy planning to active implementation, as large-scale lithium stockpiling is now seen as essential to address supply chain shortfalls during national emergencies. Industry experts recognize this step as crucial for overcoming gaps in critical mineral reserves, directly responding to scenarios outlined in previous national emergency plans and strengthening the country’s defense resource security.