Serellium

Billions in federal financing. New critical minerals processing capacity. Strategic reserves. Workforce investments. A lot has happened in the U.S. critical minerals market in 2026. Here's a quick rundown of the major federal moves and what they mean for American industry:

We analyzed $880M in federal machinery contracts since FY2023. 35% involved foreign-made equipment or foreign-owned suppliers. Just 52 domestic vendors captured 80% of domestic spending. What does this tell us about America's defense industrial base? Let's dive in:

We looked at 9 of the biggest moves the federal government made in 2026 to bring more manufacturers into the defense industrial base. What they are, what they mean, & where opportunities are emerging for commercial manufacturers to support national security. Our breakdown:

We scored 10 industries on federal demand and private-sector contracting opportunity: budget signals, strategic priority, contracting activity, market saturation. #1 isn't a weapons platform. It's critical infrastructure. Full rankings for investors & businesses in comments:

Department of Energy seeks applications for their Nuclear Energy Launch Pad to help nuclear companies deploy faster in capabilities like nuclear reactors, fuel fabrication, fuel recycling, enrichment, and conversion & deconversion facilities. Link below:

U.S. Special Operations Command's $2.65B SOFGSD solicitation dropped. This multiple-award IDIQ will support global SOF mission requirements with capabilities in education and training, program management, engineering, technical, and professional services, and admin support.

Here's a cheat sheet for startups, Venture Capital, Private Equity, and businesses of all sizes to sell innovative capabilities to the federal government. 36 entry points to get you moving if you don't know where to start: