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Source document· March 2, 2026

China's Rare Earth Grip on the U.S. Military Is About to Break

China's Rare Earth Grip on the U.S…

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REalloys expects scaled production to reach 18,000 tonnes per year of heavy rare earth permanent magnets
80% confidence
REalloys expects to be the only company with a fully operational, non-Chinese, mine-to-magnet supply chain when Pentagon deadline arrives
80% confidence
REalloys expects to receive approximately 460 tonnes of defense-grade rare earth metals per year once Saskatchewan plant reaches full production
80% confidence
REalloys expects to become the largest producer of refined Dysprosium and Terbium outside of China
80% confidence
Starting from zero, it would realistically take five to seven years to build what REalloys already has
80% confidence
Concentrates are commodities, materials are commitments
80% confidence
It isn't rare earths that are critical to national security, it's the 'rare processing' industry
80% confidence
1% reliance on China is 100% reliance on China - if any single input comes from Beijing, entire operation is one phone call away from shutting down
80% confidence