China spent decades tightening its grip on global critical-minerals supply chains, especially the 17 rare earths that power high-performance magnets in vehicles, electronics, energy systems, and defense technology. As tariff tensions continue, the United States is accelerating its push to rebuild domestic mining and processing, aiming to chip away at China’s commanding 90% share of rare-earth refining.
This step positions rare earths at the heart of the Trump administration’s push to expand domestic production, highlighting companies crucial to long-term supply security. USA Rare Earth (USAR) now sits squarely in that spotlight.
