China has controlled 90% of the world’s rare earth processing for 30 years.
Every smartphone. Every electric vehicle. Every fighter jet. All dependent on materials that flow through Beijing’s hands.
That monopoly is about to break.
Because one tiny Colorado company has done something no Western firm has ever accomplished built the entire rare earth supply chain on Western soil.
Mining. Processing. Refining. Metals. Alloys.
Every single step. Entirely outside of Chinese control.
The Wall Street Journal calls it “the most important supply chain battle of the decade.”
Bloomberg reports the race to break China’s grip “is accelerating.”
And Reuters warns U.S. buyers already “can’t get dysprosium if they’re a U.S. entity.”
The Pentagon knows. A $12 billion strategic stockpile program is funneling government money directly into domestic rare earth production.
Defense contractors need this company. Tech giants need them. The U.S. government needs them.
Right now, they’re closing a $299 million acquisition that will give them a metals plant in South Korea — and a second facility planned for American soil.
When that deal closes, they’ll control something China has monopolized for three decades: a fully integrated, mine-to-magnet rare earth operation.
Forbes estimates the global rare earth market hits $38 billion by 2030. Insiders believe the real number could be multiples higher because every projection was made before China weaponized its export controls.
This deal is expected to close in the coming weeks.
After that, the window shuts.
