Between the critical strategic/military need, the by-far largest producer being an unfriendly rival power, and commercial production looking like a very poor fit for the use case - the Old School solution would be for the gov't to own & probably operate the needed mines, refining facilities, and stockpiles.

But between our low-functioning gov't and our lower-functioning Capitalist-Ideological Complex, I'd be surprised if such a solution was even mentioned.