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How China’s Rare Earth Ban Backfired Into a U.S. Tech Breakthrough

REalloys secured exclusive rights to AI-driven rare-earth metals from a Canadian plant, expected to supply 460 tonnes annually, enabling a China-free U.S. defense supply chain.

Summary by Oil Price
In a typical Chinese rare earth processing plant, 200 workers move through a maze of massive chemical tanks, risking life and limb to produce the materials that power everything from fighter jets and missile components to cellphones. Hundreds of these facilities operate across China, and they give Beijing overwhelming control over the single most critical choke point in the modern industrial economy. But now, in Saskatchewan, Canada, a hi-tech p…

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City Journal broke the news in on Sunday, March 1, 2026.
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