Mariana Minerals
Software-first, vertically integrated critical minerals company for energy, AI, and defense
The product
Mariana acquires, develops, builds, and operates mines and refineries, using MarianaOS to connect project delivery, geology, mine planning, autonomous fleet orchestration, plant control, maintenance, and supply-chain management. Copper One is an operating Utah copper mine and refinery; Lithium One is a produced-water lithium facility designed around direct lithium extraction and PlantOS-enabled autonomous process control.
The thesis
The US is dependent on Chinese refining for nearly every critical mineral that goes into AI hardware, EV batteries, and missiles. Mariana attacks the problem with software-driven engineering and onshore project development — backed by a16z, Khosla, Breakthrough Energy, and Earthshot.
How it runs
A vertically integrated, software-first minerals owner-operator that acquires or partners on resources, then designs, builds, commissions, operates, and optimizes its own mines and refineries. MarianaOS is deployed internally rather than sold as standalone software.
How it earns
Revenue is intended to come from mineral production and project operations, including lithium, copper, and nickel, rather than SaaS licensing; the company says it does not sell MarianaOS and uses it to increase metal output and reduce project and operating costs.
Why it wins
Ownership of the physical projects creates a closed-loop data flywheel for MarianaOS: CapitalProjectOS coordinates project delivery, MineOS orchestrates mine operations, and PlantOS applies sensing and reinforcement learning to refining. The integrated model is designed to compress deployment and commissioning timelines and lower steady-state operating costs.
Evidence ledger
- website · 2026-04-27
Mariana Minerals identifies as a reindustrialization company.
https://marianaminerals.com - web · 2026-08-03
Mariana raised a $310 million Series B led by Khosla Ventures, bringing total parent and project capital to approximately $400 million. CapitalProjectOS, MineOS, and PlantOS are already in use across Copper One and Lithium One. Mariana describes Lithium One as a designed-for-autonomy greenfield refinery.
https://marianaminerals.com/news/series-b-announcement - web · 2026-03-16
Copper One is an operating Utah mine and refinery acquired in late 2025. Mariana plans to restart mining with autonomous equipment and orchestration, add copper-scrap processing, and expand combined output to 50,000 metric tonnes per year.
https://marianaminerals.com/news/copper-one - web · 2025-10-24
Lithium One will process oil-and-gas produced water using direct lithium extraction and PlantOS. The hub-and-spoke project draws water from Western Louisiana and East Texas and targets commercial production in the first half of 2027.
https://marianaminerals.com/news/lithium-one - web · 2026-09-27
The first-party news index lists Copper One, Lithium One, and the August 2026 Series B as Mariana's major operating and financing milestones.
https://marianaminerals.com/news
Articles, news, and updates
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