Principal Global Sourcing Manager, Critical Minerals & Mining (Germanium)

Anduril Industries is a defense technology company with a mission to transform U.S. and allied military capabilities with advanced technology. By bringing the expertise, technology, and business model of the 21st century’s most innovative companies to the defense industry, Anduril is changing how military systems are designed, built and sold. Anduril’s family of systems is powered by Lattice OS, an AI-powered operating system that turns thousands of data streams into a realtime, 3D command and control center. As the world enters an era of strategic competition, Anduril is committed to bringing cutting-edge autonomy, AI, computer vision, sensor fusion, and networking technology to the military in months, not years. ABOUT THE JOB The Principal Global Sourcing Manager, Critical Minerals is the domain expert and single-threaded leader for a designated critical mineral (e.g., rare earth magnets, germanium, tungsten, antimony, gallium) at Anduril Industries. This is a high-impact role focused on securing the raw materials that power our products against a backdrop of concentrated geopolitical risk, volatile pricing, and opaque multi-tier supply chains. As the lead for your assigned mineral, you will own the global mandate end-to-end: market intelligence, tiered supply chain mapping, supplier and government relationship management, should-cost modeling, contracting, and stockpiling strategy. You will operate as the hub of a cross-functional pod to translate Anduril's aggregate demand into a resilient sourcing strategy that enhances supplies from US-friendly sources, protects BOM cost, and ensures continuity of supply across NPI and mass production. WHAT YOU'LL DO Strategy & Visibility Own the commodity strategy for your assigned critical mineral, with explicit focus on supply chain resilience, geopolitical risk mitigation (particularly PRC concentration in mining and refinement), cost, and quality Build and maintain tiered supply chain mapping from Anduril end products down to the raw material, quantify revenue exposure and BOM impact to prioritize where deeper intervention is needed Market Intelligence & Comms Maintain expert-level market intelligence and deliver weekly updates on pricing, disruptions, and geopolitical signals Host monthly cross-functional pod tag-ups, lead quarterly strategy reviews, and conduct regular executive briefings on market conditions and mitigation plans Sourcing Execution Lead RFI/RFQ/RFP processes across miners, refiners, processors, and component suppliers Perform should-cost and TCO analysis; negotiate key agreements (offtake, pricing, capacity reservations, payment terms) suited to volatile, concentrated markets Evaluate and recommend strategic interventions (stockpiling, prepayments, JVs, equity investments, vertical integration), partnering with CorpDev and Finance Relationship Management Build trusted relationships with suppliers, industry associations, and U.S./allied government bodies (DoD, DPA Title III, DLA, DOE); represent Anduril externally for your commodity Cross-Functional Leadership Lead a cross-functional pod spanning product sourcing, parent commodity managers, Engineering, and CorpDev/Finance Partner with Engineering to qualify alternates, influence specs, and design out single points of failure Supplier & Performance Management Own supplier performance (delivery, quality, cost, innovation), serving as primary escalation point and managing continuity of supply through NPI-to-MP transitions REQUIRED QUALIFICATIONS Bachelor’s degree in supply chain, engineering, or related technical field 12+ years of experience in commodity management, strategic sourcing with direct exposure to critical minerals or their downstream products (e.g., rare earth magnets, germanium, gallium, tungsten, antimony, lithium, cobalt, nickel, manganese) Demonstrated experience navigating concentrated, geopolitically sensitive supply chains Ability to travel up to 50% of the time , including international travel to