U.S. Critical Minerals LLC

The briefing examines active lithium projects in Texas and the Smackover Formation, including project progress, realistic paths and timelines to commercial production, technical milestones, investment and project economics, capital requirements, lithium pricing and demand, and routes to offtake. It also addresses policy and responsible development, permitting, local delivery, and how proposed production timelines and project economics compare with wider North American supply. The panel “Texas and the Smackover Formation: The Scale of the US Lithium Opportunity” explores the shift from resource potential to commercial delivery. Fastmarkets analysts will examine the lithium price outlook, domestic demand, and market conditions affecting new supply.

A Washington briefing on US critical minerals strategy, combining policy priorities for 2027 with Fastmarkets’ market outlook. Topics include strengthening domestic mining, processing and refining capacity; supply-chain gaps and overseas processing dependence; the effects of industrial policy, government support and market conditions on investment and commercial development; and the influence of defense and aerospace demand on sourcing, procurement and security of supply. The program also addresses trade relationships, geopolitical risk, international competition, prices, supply and demand, project economics, and the implications of policy and market developments for investment and procurement. Competitor attendance is subject to approval.