HALEU Fuel Enrichment
Centrus Energy (only US producer)CRITICALHeavy Nuclear Forgings
Doosan Enerbility (South Korea)HIGHSwitchgear and Transformers
Incumbent manufacturers (Eaton, ABB, Schneider Electric) and transformer makersHIGHRare Earth Processing
China (~90% of processing); MP Materials is the only US mineCRITICALBattery-Grade Graphite
China (~95%)HIGHPrimary Aluminum Smelting
Concentrated among 4-5 remaining US smelters (Century Aluminum, Alcoa)HIGH