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The U.S. Army Just Called China’s Bluff in the Rare Earth War
['Josh Owens', 'Josh Owens Is The Content Director At Oilprice.Com', 'A Veteran Energy Journalist With Over A Decade Of Experience Covering Global Energy Markets', 'Geopolitics.', 'More Info', 'Mamdouh Salameh', 'Alex Masselski']
Oilprice.com
Under the arrangement, REalloys would design, finance, build, and operate heavy rare earth processing facilities directly on the military base.
And a long-term offtake agreement with Greenland's Tanbreez project secured 15% of Phase 1 output to scale up rare earth processing.
On January 1, 2027, new Pentagon procurement rules take effect that will restrict the use of Chinese-origin rare earth materials in American weapons systems.
Part of the reason is that REalloys doesn't look like what most people expect a rare earth company to look like.
The supply side remains dangerously concentrated in China, and Beijing continues to tighten export controls on rare earth processing technology and materials.