MarketPulse

neodymium

3 articles
BenzingaBenzinga··Michael Kern

China's Stranglehold on Rare Earths Forces Pentagon to Overhaul Defense Supply Chain

China controls 90% of rare earth production critical for U.S. defense systems. A 2027 deadline forces contractors to find domestic alternatives amid supply shortages and premium pricing.
BABApALMTRTXNOC+2supply chainPentagon
BenzingaBenzinga··Charles Kennedy

REalloys Bets on U.S. Rare Earth Independence as Pentagon Tightens Chinese Supply Grip

REalloys builds U.S. rare earth magnet supply to meet Pentagon's 2027 Chinese supply ban and tripling global demand through 2035, targeting $20-30B market.
MSFTAAPLWDCGMALOYsupply chaindefense contractors
BenzingaBenzinga··Lekha Gupta

Mosaic Bets on Brazil: Rare Earths Deal Targets 2030 Production Launch

Mosaic partners with Rainbow Rare Earths on Brazilian facility targeting 2030 production. Stock surges 6.50% amid rare earths supply concerns.
MOSrare earth elementsBrazil