INDUSTRIAL BASEFound Industries Aims to Strengthen America’s Industrial Supply Chains

By Zach Winn

Published 4 May 2026

Found Industries has developed technologies for extracting critical metals and making fuel out of aluminum. The company will extract the critical metal gallium from mineral refineries — a move that builds on its original technology while addressing a major national security need.

Found Industries has gone through several distinct phases in the four years since it was originally formed as Found Energy. There was the scrappy startup stage, in which the company was primarily housed in the basement of founder Peter Godart ’15, SM ’19, PhD ’21. Then there was the demonstration phase, in which the company worked to productize its technology for transforming aluminum into high-density fuel for industrial operations.

Now, after confronting supply chain vulnerabilities related to critical metals in its aluminum fuel business, the company is launching a new division, Found Metals, to extract the critical metal gallium from mineral refineries — a move that builds on its original technology while addressing a major national security need.

Gallium is a critical material in the defense, semiconductor, and energy sectors. In 2024, China produced 99 percent of the world’s primary supply — market dominance the country takes advantage of through export controls.

Godart’s company developed an electrochemical gallium extraction technology for internal use after realizing how dependent it would be on China for the catalyst material at the center of its aluminum fuel reactors. Now, with support from the U.S. Department of Energy, Found is hoping to use that technology to create a new domestic supply chain for gallium and a host of other important metals.

Found Industries is still committed to its aluminum fuel operations, now under its Found Energy division. It is already running a 100-kilowatt-class demonstration plant and is preparing for industrial pilot deployments next year. But with its expansion, which was announced April 21, the company is also working to meet the moment for critical metals production.

“Gallium is the world’s most critical metal, as it’s 99 percent controlled by China,” Godart says. “When you produce 99 percent of something, you also produce 99 percent of the tools required to extract it. We couldn’t get our hands on some of those tools, so we were forced to come up with a new technology. Now we believe we can deploy this at scale to become one the first major Western suppliers of these metals.”

From Fuel to Metals
Godart focused on robotics as an undergraduate in MIT’s Department of Mechanical Engineering and Department of Electrical Engineering and Computer Science. Following graduation, he worked at NASA’s Jet Propulsion Laboratory, where he explored systems for tapping into high-density fuels like aluminum on other planets.