Why Rare Earth Magnets Are the Real Battlefield Between the U.S. and China

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• Rare-earth metallization and alloying is the least developed and most difficult capability to rebuild outside China, and is an experience-driven bottleneck that cannot be recreated quickly

  80% confidence

• The struggle for geopolitical supremacy is rapidly becoming a struggle over rare earth magnets, which will determine whether the United States can build military equipment at scale

  80% confidence

• No other North American supplier currently produces the same class of qualified heavy rare earth metals and alloys, and it is unlikely they will have capabilities to do so at scale for at least another 3 years

  80% confidence

• Almost no one outside China can reliably turn rare earth oxides into finished metal on an industrial scale

  80% confidence

• Rare-earth metallization is learned over long operating histories, not built on a schedule, and reaching stable magnet-grade output can take many years and in some cases decades

  80% confidence

• Dysprosium and terbium are non-negotiable inputs for precision-guided missiles and missile-defense interceptors

  80% confidence

• REalloys operates North America's only facility that has converted heavy rare earths into high-performance metals and alloys required for defense systems

  80% confidence

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