Clarios evaluates three U.S. states for a $1 billion critical minerals facility to strengthen domestic supply chains.
Clarios, a global battery manufacturer and subsidiary of Brookfield, announced plans to build a critical minerals recovery and processing facility in the United States. The project, estimated at up to $1 billion, represents a strategic effort to enhance domestic supply chain resilience and reduce dependency on mineral imports from countries such as China.
Massive Investment Toward a Sustainable Future
Clarios has completed its initial site evaluations and is now considering Indiana, Texas, and Utah as potential locations for this advanced facility. The plant, which will utilize cutting-edge technologies and benefit from federal incentives such as advanced manufacturing tax credits, will focus on recovering critical minerals from recycled materials.
The move is both economically and geopolitically significant, as the United States aims to secure domestic access to essential minerals used in high-tech and defense applications, amid increasing global competition and supply chain disruptions.
Focus on Antimony: A Strategic Metal for Defense and Technology
One of the key elements to be recovered at the facility is antimony, a strategic metal used in the production of ammunition, night vision goggles, infrared sensors, and precision optics. Following China’s imposition of export controls on antimony in September, global prices surged and access to the metal became more restricted.
By establishing this facility, Clarios aims to directly support U.S. national security and economic policy. The company stated:
“The U.S. administration has underscored the importance of these minerals to national security and economic growth. Recent executive orders have paved the way for expanding domestic production and reducing foreign reliance.”
Aligned with Federal Policies and Environmental Goals
Mark Wallace, CEO of Clarios, remarked:
“We are proud to announce the next phase of our strategy to expand investment in the United States. This project aligns with national priorities around security, economic development, and sustainability.”
Recovering valuable metals from recycled sources not only reduces the need for raw material extraction and environmental degradation, but also promotes more efficient use of industrial waste. This approach is increasingly embraced by developed nations as part of their long-term sustainable growth strategies.
A Strategic Step for Strengthening Domestic Supply Chains
Clarios’ announcement follows its withdrawal from plans for an initial public offering (IPO) in the U.S. earlier this year. While the company has not disclosed specific reasons for this decision, its pivot toward infrastructure investment suggests a deliberate focus on long-term industrial presence over near-term market entry.
The proposed facility is expected to contribute significantly to job creation, domestic production capacity, and national supply chain resilience—potentially serving as a model for future public-private collaboration in advanced manufacturing and green technology sectors.
Conclusion
Clarios’ $1 billion investment in a domestic critical minerals recovery facility marks a major step in the U.S. effort to secure strategic materials and reduce foreign dependence. With a focus on sustainability, security, and industrial development, the project has the potential to become a cornerstone in the next generation of American manufacturing.
Given the current geopolitical climate and growing demand for rare minerals in sensitive industries, Clarios’ move reflects a timely and forward-thinking strategy aligned with national and environmental priorities.
