Interactive Roundtable Exchange: From Discussion to Action. What Will It Take to Build Competitive U.S. Critical Minerals Supply Chains? 

Led by: Elle Gahl, Managing Director, 1864 Capital  

Each roundtable will focus on a specific challenge in developing commercially viable U.S. critical minerals supply chains, beginning with a short context-setting briefing followed by 3–5 pre-prepared discussion questions. 

Participants will share experiences, challenges and practical approaches, with a facilitator guiding the conversation and capturing the key points. Each discussion will conclude with a brief summary of key takeaways, areas of agreement, differing perspectives and practical actions identified by the group. 

• Capital allocation & project bankability — What makes a critical minerals project investable, and how can financing gaps be addressed? 

• Offtake & long-term demand — How can producers and industrial buyers establish commercial relationships and secure long-term demand? 

• Permitting & infrastructure — Which barriers are holding projects back, and what would accelerate development? 

• Processing, refining & commercial scale — How can the U.S. close midstream capacity gaps and bring projects to commercial production? 

• Supplier qualification & market access — What do downstream manufacturers need before committing to new domestic suppliers?