US races to build rare earth supply chain as China tightens controls
Washington has backed 180 projects and $7.6 billion in rare earth investment as it seeks a supply chain less reliant on China.
4 Articles
4 Articles
US races to build rare earth supply chain as China tightens controls
The United States is stepping up efforts to build an independent rare earth supply chain, as tensions with China over the issue of critical minerals threatens to complicate the two countries’ trade relationship.
How America Sold Its Rare Earth Future to China
The U.S. didn't misplace its rare earth dominance—it sold the refining and processing stages to China for cost and regulatory relief. Decades later, with Beijing controlling 90%+ of separation and magnets, new investments by MP Materials and government equity stakes race against export controls and technical gaps. Full independence remains elusive into the 2030s.
America Didn’t Lose Its Rare Earth Industry. It Sold It
In October 2025, Beijing imposed sweeping controls on its rare earth exports. Since then, those controls have been suspended one short reprieve at a time, in the latest instance until Nov. 10, with a broader trade truce through Jan. 10, 2027. The reprieves have repeatedly come only after American…
US businesses are seeking investment opportunities in rare earth mining and processing in Malaysia as the two countries promote cooperation in technology, investment capital, and building essential mineral supply chains. France joins the rare earth race in Greenland. China's rare earth exports to Japan continue to decline. Japanese companies seek rare earth sources in Southeast Asia.
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