DLG Critical Minerals
DLG Companies · Critical Minerals USA

A FOCI-clean Delaware LLC, purpose-built as the United States flow-through for federal capital in critical minerals.

DLG Critical Minerals USA, LLC is the United States operating entity within the DLG Companies family, the U.S. counterparty designed to ensure that the Sovereign Mineral Statecraft Platform has a clean, accountable, and federally-aligned vehicle to receive and deploy capital across the U.S. critical minerals architecture.

  • SAM Registered
  • FOCI-Clean
  • Delaware LLC
  • Federally Aligned

Our Mission

Sovereign-grade architecture for the U.S. critical minerals supply chain.

DLG Critical Minerals USA, LLC operationalizes the Sovereign Mineral Statecraft Platform on the United States side of the dual-stack joint venture architecture. Where the Platform pairs allied sovereign upstream mineral systems with U.S. refining and processing capacity, DLG Critical Minerals USA, LLC serves as the U.S. counterparty.

The objective: to make American-soil critical minerals refining commercially durable, strategically resilient, and structurally aligned with United States Government priorities.

Holder of U.S. refinery interests
Interface with the U.S. federal stack
Vehicle through which capital, offtake, and statutory authority flow

Our Role

Four Functions, One Counterparty.

01

Federal Capital Flow-Through

The receiving entity for federal capital instruments across the critical minerals supply chain, including Defense Production Act Title III instruments, Office of Strategic Capital credit programs, the Industrial Base Fund, National Defense Stockpile channels, DOE Loan Programs Office facilities, EXIM financing, and DFC facilities. Structured to satisfy eligibility, governance, and reporting requirements from inception.

02

U.S. Refinery Operations

Holds equity interests in U.S. refinery joint ventures under the Country-to-State Pairing Doctrine. Each refinery is calibrated to the workforce, regulatory, energy, and industrial profile of its host state.

03

Federal and Multilateral Coordination

In coordination with DLG Partners, engages federal agencies, Congressional bodies, and multilateral systems. This is not lobbying. It is alignment of infrastructure programs with federal systems.

04

Sovereign Counterparty Function

Serves as the U.S. partner to allied sovereigns engaged through the Sovereign Mineral Statecraft Platform. The entity through which the United States side of each partnership is held accountable.

Why It Matters

A defining moment in U.S. critical minerals industrial policy.

The United States is now operating at an unprecedented level of direct participation in critical minerals supply chains. Recent statutory and policy developments have created expanded federal authority and capital.

  • Expanded federal capital programs
  • Direct federal equity participation authority
  • Increased supply chain prioritization
Where supply chains matter to national security and economic resilience, the United States Government participates directly.
The MP Materials Precedent

DLG Critical Minerals USA, LLC is structured to operate within that doctrine as the next-pattern U.S. counterparty.

Structure

Built clean. By design.

Standard vehicle

A standard vehicle for federal capital participation.

FOCI-clean

No foreign ownership, control, or influence.

Federally engaged

Structured for engagement across all relevant federal agencies.

Sub-HoldCo for Refinery SPVs

State-level SPVs beneath the entity for structured execution.

The Platform

One Platform. Five Operating Entities.

DLG Critical Minerals USA, LLC operates within a unified platform.

01Origination

Dragon List Global

Sovereign origination and system architecture

02Policy

DLG Partners

Government relations and federal engagement

03You are here

DLG Critical Minerals USA

U.S. counterparty and refinery platform

04Intelligence

Veriton AI

Intelligence and source-of-origin attestation

05Capital

DLG Capital

Capital architecture and coordination

Engagements

Disciplined engagement across the federal stack.

DLG Critical Minerals USA, LLC engages across the breadth of U.S. federal authority on critical minerals. Each engagement is structured within the appropriate statutory and institutional framework.

  • Department of War
  • Department of Energy
  • Department of State
  • Department of the Interior
  • U.S. Geological Survey
  • Defense Logistics Agency
  • Office of Strategic Capital
  • EXIM
  • DFC

Sovereign Origination, Already in Motion

Active engagements across multiple partner jurisdictions.

Federal Pattern, Direct Comparable

Structured analog to established federal participation models.

Statutory Window, Now Open

Expanded federal authorities and capital programs.

Aligned Architecture, Single Counterparty

Integrated platform across sovereign, federal, and capital systems.

Allied Jurisdictions

  • Africa
  • South America
  • Other allied jurisdictions

Strategic Materials

  • Rare earth elements
  • Lithium, cobalt, nickel
  • Industrial and specialty metals
  • Heavy mineral sands

Strategic materials across the U.S. Critical Minerals List.

We are not a third-party sponsor seeking access to a sovereign. We are already in the room.
Dragon List Global, Inc.

Our Commitments

The principles we operate by.

Statutory Discipline

Operate within all applicable federal frameworks.

FOCI Hygiene

Maintain strict structural integrity.

Sovereign Respect

Engage sovereigns as counterparties.

Operational Transparency

Maintain auditability and reporting discipline.

Bipartisan Engagement

Engage across political cycles.

Long Horizon

Operate on multi-decade infrastructure timelines.

Engage With Us.

Federal counterparties, sovereign partners, and aligned institutions are invited to engage. Office at 1717 Pennsylvania Avenue NW, Suite 1025, Washington, D.C. 20006, two blocks west of the White House.