CRITICAL MINERALSMilitaries, Metals, and Mining

By Fabian Villalobos and Morgan Bazilian

Published 24 April 2023

The U.S. aerospace and defense industries need access to critical minerals. Securing these minerals today may be an even more-complex task than it was during the cold war: the task requires more than deploying audacious subterfuge, as the CIA did in the 1960s to get titanium out of the Soviet Union. These minerals are now very much in the public eye, and they are also needed for the clean energy technologies that will help combat climate change.

In the early 1960s, Soviet fulfillment officers at the Berezniki and Zaporozh’ye (PDF) ilmenite mines must have noticed an uptick in worldwide demand for titanium. Orders for titanium sponge were increasing around the globe, and the Soviet Union reacted by increasing production rapidly.

Yet some of these deliveries resulting from this boost in production were not reaching their intended customers. In fact, some of their customers didn’t even exist. Little did the Soviet producers know that it was actually the CIA on the receiving end of these shipments.

The goal of the subterfuge? Supply Lockheed Martin with high-temperature titanium to build the A12 spy plane, a forerunner to the SR-71 Blackbird.

Russia, and a few other Soviet republics, had won the geological lottery and possessed secure access to the ilmenite ore needed to produce titanium. The United States did not have what it took to manufacture this wonder metal.

Deep concern over access to titanium prompted the CIA to launch its bold plan—and resulted in the USSR unwittingly supplying metals for a plane that would soon be used to spy on the Soviet Union itself.

Today, the U.S. aerospace and defense industries still need access to critical minerals. Yet securing them today may be an even more-complex task—one that requires more than deploying audacious subterfuge. These minerals are now very much in the public eye, and they are also needed for the clean energy technologies that will help combat climate change.

The Chains of Supply
Military requirements for platforms like the SR-71 pushed metallurgical science, processing, and technology forward throughout much of the 20th century. The resultant nickel and cobalt superalloys, titanium 6-aluminum 4-vanadium (Ti6Al4V), and others transformed not only military aircraft and munitions, but also global air travel, space flight, communications, and medical equipment.

Even stricter military requirements and cutting-edge manufacturing techniques, such as additive manufacturing, continue to push the field to its limits in the 21st century—and the demand for raw materials to satisfy these needs is growing in response.

At present, often illiquid and poorly governed markets affect both prices and availability, raising questions about securing access to future supply for clean energy systems. But the aerospace and defense industry’s demands haven’t gone away.