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Chinese Publications Claim U.S. Has Two Months of Rare Earths Left

5 hours ago
  • #rare-earth
  • #supply-chain
  • #defense
  • The U.S. has launched hundreds of missiles and precision-guided weapons in the conflict with Iran, consuming billions in military hardware.
  • Reports suggest the U.S. may face shortages of rare-earth elements critical for defense manufacturing if supply disruptions worsen.
  • Rare earth elements are essential for modern military systems, including missile guidance, drones, radar, and fighter aircraft electronics.
  • REalloys is working to rebuild rare-earth metals supply chain in North America, converting oxides into metals and alloys for defense use.
  • The U.S. has historically relied on China for rare-earth processing, but the Pentagon aims to end this dependence by 2027.
  • REalloys' facility in Ohio is already operational, converting rare-earth oxides into metals domestically, ahead of the 2027 deadline.
  • The company is also developing a large-scale permanent magnet manufacturing facility in the U.S., which could supply magnets for EVs, wind turbines, and defense systems.
  • Defense contractors like Lockheed Martin and RTX Corporation are under pressure to secure non-Chinese rare-earth supplies for their systems.
  • REalloys has secured supply agreements in Canada, Greenland, Kazakhstan, and Brazil to diversify rare-earth sources.
  • The company's efforts are part of a broader push to rebuild a fully integrated rare-earth supply chain in North America.