Huge Utah Mineral Find Gives U.S. New Firepower Against China’s Supply-Chain Grip

The Wall Street Journal reports that Ionic Mineral Technologies (Ionic MT) has recently uncovered what may be one of the most significant critical-mineral reserves in the United States while mining clay at Utah’s Silicon Ridge.

Originally leasing the land to produce nanosilicon for lithium-ion batteries, the company unexpectedly identified high-grade concentrations of 16 critical minerals, including lithium, alumina, germanium, rubidium, cesium, vanadium, niobium, and scandium. Independent testing confirmed the deposit is a halloysite-hosted ion-adsorption clay, similar to geological formations in China that supply a major share of global rare-earth output.

Because the deposit is shallow, accessible, and located on pre-permitted land with extensive infrastructure, Ionic MT says extraction could begin quickly. CEO Andre Zeitoun argues the find has far-reaching implications for national security, as these minerals are indispensable for advanced semiconductors, electric vehicles, fighter jets, and artificial-intelligence hardware.

The discovery comes amid heavy geopolitical tension over China’s control of critical mineral markets. China produces roughly 70% of the world’s rare earths and processes about 90%, giving it enormous leverage over global supply chains. Recent Chinese export restrictions have alarmed American industry and policymakers, though a temporary one-year delay won through recent trade negotiations offers a short window for the United States and allies to expand production and processing capacity.

It is this strategic vulnerability that has galvanized Marco Rubio’s leadership on the issue. In July 2024, in another move to counter Communist China, Rubio introduced the Critical Mineral Supply Chain Realignment Act of 2024. imposing aggressive, escalating tariffs on Chinese-controlled electromagnets, permanent magnets, batteries, solar components, and other key technologies. Tariffs would reach 800% on Chinese goods, while non-allied nations would face 25% duties, all designed to push supply chains toward American and allied producers.

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Rubio argued that the United States must break China’s “critical mineral industrial monopoly,” warning that Beijing’s near-total control of end-to-end supply chains — mining, refining, and magnet production — posed economic and national-security dangers.

Rubio has also spearheaded bipartisan pressure — partnering with Sen. Mark Warner (D-VA) and others — urging the White House and the Export-Import Bank to prioritize financing for domestic and allied processing, refining, and metallurgical capacity. Their joint letters emphasized that demand for critical minerals was soaring while the United States remained dangerously dependent on China, which often controls “nearly 100%” of the entire supply chains. They argued that only rapid investment, coordinated with allies such as Australia, could counter China’s dominance.

Utah’s newly revealed deposit — supported by the state’s already diverse critical-mineral portfolio — represents not just an industrial opportunity but a strategic asset. State leaders echo Rubio’s warnings: securing reliable domestic sources of these minerals is essential for U.S. energy independence, defense needs, and long-term technological competitiveness.