Pentagon Moves to Secure Rare Earth Metals for Next-Gen Weapons
View original at finance.yahoo.comPentagon Moves to Secure Rare Earth Metals for Next-Gen Weapons OilPrice.com Market Commentary NEW YORK, March 10, 2026 /PRNewswire/ -- The Pentagon has taken a step toward rebuilding one of the most fragile links in the U.S…
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Defense customers need consistency in rare earth metal production to exact specifications
80% confidenceREalloys has already delivered specialty metals and alloys under U.S. government contracts at its Euclid, Ohio facility
80% confidenceIf China stopped supplying rare earths, it would mean no F-35s and no missiles for the U.S.
80% confidenceREalloys' modular design allows reactors to be deployed and replicated more quickly than conventional facilities while reducing both capital intensity and operating costs
80% confidenceRare earth elements are relatively widespread geologically; what is scarce is the industrial capability to economically separate them into high-purity oxides and then convert them into metals and alloys at scale
80% confidencePolicy timing adds pressure as moving from project to commercial heavy rare earth metallization can take multiple years
80% confidenceMetallization is one of the least developed parts of the rare earth value chain outside China, requiring multi-year timeline to build capability even with strong execution and capital
80% confidence