Department of Defense

As followers of ARPN well know, too often in Washington, DC, strategy documents released by the government are not much more than “aspirational” statements postulating lofty goals with little substance.

Having released its first-ever National Defense Industrial Strategy (NDIS), Defense Department representatives are adamant that in light of the urgency of the situation, things are different.

The NDIS, they said at the official on-the-record press briefing, “is more than just an aspirational document. It outlines a strategic vision for what we need to meet our war fighters’ needs,” and will be followed up with a “detailed classified implementation plan with near-term, measurable actions and metrics to gauge progress.”

Four long-term strategic priorities serve as “guiding beacons for industrial action and resource prioritization in support of development of this modernized defense industrial ecosystem.” According to DoD’s fact sheet on the NDIS

To strengthen supply chains, the strategy, as summarized by John A. Tirpak for Air and Space Forces Magazine, calls for:

All of these measures represent corrective actions without which the U.S. and its allies might not be able to “adapt to new and emerging threat environments” at a time when the defense industrial base risks facing program-delaying material shortfalls.

At a time when geopolitical tensions continue to soar and rhetoric in the Tech War between China and the United States continues to sharpen, the prospect of a strategy backed up by specific action is a promising development, but of course, the proof is in the pudding.

ARPN will keep tabs on the implementation of the NDIS in the coming months, with a special emphasis of the announced increased leveraging of so far “underutilized” authority under the Defense Production Act, which Assistant Secretary of Defense for Industrial Base Policy Dr. Laura D. Taylor-Kale says would give industry “more consistent demand signals” to “confidently anticipate and prepare for Pentagon needs.”

The full press briefing transcript for the NDIS release can be accessed here, while the full text of the strategy and NDIS Fact Sheet sheet can be downloaded here.

Against the backdrop of an already volatile geopolitical context with hot wars raging in Central Europe and the Middle East and the Tech War pitting China versus the U.S. intensifying, the U.S. Department of Defense has announced the release of its first-ever National Defense Industrial Strategy (NDIS), which, according to the White House’s November 2023 statement is to “guide engagement, policy development, and investment in the defense industrial base over the next three to five years” and “ensure a coordinated, whole-of-government approach to and focus on the multiple layers of suppliers and sub-suppliers that make up these critical supply chains.”

As Assistant Secretary of Defense Dr. Laura D. Taylor-Kale told the media during the official press briefing on Nov. 11, 2024:

“this is the first time that we’ve really put pen to paper to map out a strategy and a vision to create a modernized, resilient, innovative defense industrial ecosystem.”

Citing specific threats to U.S. national security – adversaries building up their military power to “levels not seen since World War II”, China’s increasingly aggressive use of “gray zone tactics across all elements of national power,” Russian aggression and Israel’s “existential fight against Hamas” – Dr. Taylor-Kale says the NDIS “seeks to answer the question, ‘How do we prioritize and optimize defense needs in a competitive environment undergirded by geopolitical, economic and technological challenges?’”

According to Acting Principal Deputy Assistant Secretary of Defense Halimah Najieb-Locke, “the NDIS is grounded in the National Defense Strategy, with a special emphasis on integrated deterrence and building that resilient ecosystem” and reflects “the Biden-Harris administration’s focus on securing and reinvigorating our defense supply chains by incorporating the presidential direction and guidance from Executive Order 14017 on America’s Supply Chains.”

The Strategy outlines four priorities which ARPN will detail further in a separate post:

1. Resilient supply chains 
2. Workforce readiness 
3. Flexible acquisition 
4. Economic deterrence 

Of particular interest to followers of ARPN is Dr. Taylor-Kale’s highlighting of the importance to streamline and make more efficient use of investment tools available to the U.S. government under the Defense Production Act and the Industrial Base Analysis Sustainment Program to strengthen U.S. domestic critical mineral supply chains, tools which Dr. Taylor-Kale admits have been “underutilized” to date.

Says Dr. Taylor-Kale:

“(…) as we have our visibility and mapping efforts ongoing, we’re able to work with the services and marshal the entire defense budget where possible, where we have programs of record to say, how are we overcoming this? How are we using acquisition strategies that actually targetareas of concern that industry has? And how are we things such as multiyear procurements, advance procurements, purchase commitments?

There are a number of tools and flexible acquisition strategies that we can employ to really drive investment into this area in a way that before now has been disparate, and so you can’t feel the impact. So we’re answering the industry’s call for consistent demand signal by organizing ourselves and targeting our efforts.

She adds:

“As much as we have used and really expanded investments using the Defense Production Act over the last few years, we’ve really only used a quarter of the authorities, really looking at the authorities.

So our goal with the implementation plan, particularly the public-facing one, will really outline some of the key areas that are important and that we, within A&S, within Industrial Base Policy, have control over, looking at, for instance, critical minerals and strategic materials, where we’ve already done a number of key investments. Since the beginning of the administration, we’ve done almost $1 billion just in critical minerals and strategic materials.

And we will obviously, just as the DASD noted, will continue working in these areas because of its importance for supply chain resilience and some of the chokepoints (…).”

A detailed implementation plan will be developed in the coming weeks, with hopes of publishing an unclassified version in February and a more detailed classified version sometime in March.

The full press briefing transcript can be accessed here, while the full text of the strategy and NDIS Fact Sheet sheet can be downloaded here.

Geopolitical tensions, Russia’s war on Ukraine, rising resource nationalism in the Southern hemisphere – against the backdrop of ever-increasing stakes it appears that a new theater in the global resource wars has opened up: Cyber warfare, and more specifically, according to Defense One, “weaponized NIMBYism.” The U.S. Department of Defense has announced that it is investigating a recently-unearthed disinformation [...]

Against the backdrop of ever-increasing pressures on critical mineral supply chains, we are seeing a flurry of activity on the part of government stakeholders to shore up supply of the metals and minerals underpinning 21st Century. While it is certainly encouraging that these developments are not only underway but are also increasingly making headlines and garnering [...]

The long-awaited October 2018 Defense Industrial Base Report served as a wake-up call for many regarding our nation’s military readiness and associated mineral resource supply challenges. The “first governmentwide assessment of America’s manufacturing and military industrial base (…)” identified almost three hundred areas of concern with regards to material supply chains and sounded the alarm [...]

Against the backdrop of the recently-signed memorandum of understanding (MOU) for critical materials between the U.S. and Canada to reduce U.S. reliance on Chinese Rare Earths supplies, and the FY 2020 National Defense Authorization Act (NDAA) which  “has expanded its recognition of the critical importance of the rare earths” … “2020 looks to be a [...]

With the long-awaited Defense Industrial Base report finally released, analysts have begun pouring over the 146-pages-long document. One of the first issue experts to offer commentary in a national publication was Jeff Green, president of Washington, D.C.-based government relations firm J.A. Green & Company, and member of the ARPN panel of experts. Writing for Defense [...]

The Epoch Times’s Matthew Robertson takes a closer look at the Pentagon’s request to Congress “for over a billion dollars. To buy rocks” – at a time when budget cuts should be the order of the day in Washington. He notes that while in previous years, the Department of Defense merely noted China’s near-total monopoly [...]

In a comprehensive new piece for North of 60, Mining News publisher Shane Lasley zeroes in on the Department of Defense’s apparent course reversal on Rare Earth Elements in which the Pentagon recommended the establishment of strategic stockpiles for seven REEs in the near term. This “about-face,” as Lasley calls it, comes less than a [...]

In his latest piece for Real Clear World, American Resources principal Dan McGroarty reviews the Department of Defense’s just-released National Defense Stockpile Report to Congress against the backdrop of our mineral dependencies. According to McGroarty, the report reflects a re-thinking on the part of the Pentagon, where, less than a year ago, researchers downplayed the [...]