America Is Closing the Gap in the Rare Earth Supply Chain Race - OilPrice.com Market Commentary
View original at finance.yahoo.comAmerica Is Closing the Gap in the Rare Earth Supply Chain Race - OilPrice.com Market Commentary NEW YORK, March 13, 2026 /PRNewswire/ -- Access to rare earths has become a central challenge for advanced defense systems, high-performance manufacturing, and next-generation energy technologies…
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IperionX has achieved significant EBITDA inflection point in early 2026
60% confidenceREalloys is already operating in the most strategic segment of rare earth supply chain, converting heavy rare earth materials into high-performance magnets and alloys inside the United States
60% confidenceNo other supplier in North America is currently producing the same grade of qualified heavy rare earth metals and alloys
60% confidenceHeavy rare earth production from the expanded SRC facility is on track to come online in early 2027
60% confidenceOyu Tolgoi is expected to become one of the largest new sources of copper globally
60% confidenceFor Washington, the challenge is not geology — it's processing
60% confidenceRare earth metallization and alloying is the weakest and hardest-to-restore link in any non-Chinese supply chain
60% confidenceInitial production from expanded SRC facility is expected early next year
60% confidenceREalloys is already delivering qualified materials under Department of Defense contracts
60% confidenceMetal and alloy production represents an experience-based bottleneck that resists shortcuts, even when capital is abundant
60% confidenceExpansion would make REalloys the sole commercial-scale North American source of dysprosium and terbium oxides
60% confidence
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