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5 Companies At the Center of America's Rare-Earth Revival

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  • Six companies are rebuilding the rare-earth supply chain for defense & manufacturing: Realloys Inc. (ALOY), USA Rare Earth (USAR), Critical Metals Corp. (CRML), Caterpillar Inc. (CAT), Apple Inc. (AAPL), & Microsoft Corporation (MSFT).
  • U.S. procurement rules effective in 2027 will prohibit defense systems from using magnets derived from Chinese rare-earth supply chains.
  • REalloys operates the only heavy rare-earth metallization capability in North America in Ohio, bridging Canadian oxide production with U.S. magnet manufacturing.
  • REalloys plans to scale its Ohio facility to produce 600 tons of high-purity metals annually & build a magnet plant targeting 18,000 tons per year at full capacity.
  • REalloys partners with the Saskatchewan Research Council to fund upgrades & secure production of high-purity neodymium-praseodymium metals.
  • USA Rare Earth secured $3.1 billion in combined government & private capital in January 2026 to build a domestic mine-to-magnet chain at the Round Top deposit in Texas.
  • USA Rare Earth's Stillwater, Oklahoma facility targets 1,200 metric tons of magnets annually, expanding to ~5,000 tons in later phases.
  • Critical Metals Corp. advanced its Tanbreez project in Greenland with environmental approvals secured in late 2025 & pilot construction commenced.
  • Critical Metals Corp. executed a $1.5 billion joint venture with a Saudi partner in January 2026 to build downstream processing capacity.
  • Caterpillar provides essential equipment for critical minerals extraction & is testing next-generation power systems within the emerging "Battery Belt."
  • Apple recovers rare-earth elements via its Daisy robot, using 99% recycled rare earths in magnets & offering free patent licenses to catalyze industry adoption.
  • Microsoft achieved a 90.9% reuse & recycling rate for data center components in 2024 & invested in Cyclic Materials to produce recycled rare-earth oxides.
  • Reports indicate Washington may hold only months of rare-earth inventories for defense manufacturing if supply disruptions deepen.