The recently announced Project Vault is a $12 billion public-private partnership designed to establish the first U.S. strategic critical minerals reserve dedicated to civilian industrial use. But Project Vault is just one tentpole of a broader U.S. government strategy to secure critical mineral supply and shield U.S. industry from potential price shocks. In this report, we leverage workflows from the AlphaSense platform to dig into Project Vault and assess its trajectory as judged by leading experts in the field.





