America's BIGGEST China problem may have just hit a TURNING point

• The U.S. Army is partnering with Canadian miner Titan Mining and U.S.-based REalloys to develop critical mineral processing facilities, including a heavy rare earth processing facility at the Tooele Army Depot in Utah.
• The initiative targets heavy rare earths like dysprosium and terbium, which are essential for advanced military technologies such as F-35 fighter jets, submarines, missiles, and drones.
• China currently controls the vast majority (80-90%) of the heavy rare earth supply chain, prompting the U.S. to boost domestic processing capabilities to enhance national security and defense supply chain resilience.
• A DFARS law, effective January 1, 2027, will prohibit the U.S. defense industrial base from procuring materials with a Chinese nexus, providing a long-term protective measure against price dumping.
• REalloys is developing cleaner, more efficient processing technologies, including hydrofluoric acid-free methods, to address environmental concerns associated with rare earth refining.
• The Trump administration and various government agencies (Department of War, Congress, OFC, DFC) are actively funding and supporting companies to bring the entire rare earth supply chain back to North American shores.

The discussion highlights the U.S. Army's partnership with REalloys and Titan Mining to establish domestic rare earth processing facilities, focusing on heavy rare earths crucial for defense applications. This strategic move aims to reduce America's 80-90% reliance on China for these critical minerals, supported by government policies and funding to secure the supply chain.