The No.1 Rare Earth Stock for 2026?
Reuters Survey Shows OPEC Oil Output At 26-Year Low Amid Iran War Josh Owens is the Content Director at Oilprice.com and a veteran energy journalist with over a decade of experience covering global energy markets and geopolitics.… Roughly 40 years ago, the United States made a decision that seemed perfectly rational at the time: it stopped processing rare earths.
The economics didn’t make sense when China could do it cheaper, so U.S.
facilities closed…the expertise scattered…and an entire layer of industrial capability mostly disappeared from North American soil.
REalloys (Nasdaq: ALOY)is the company now working to undo the four decades of neglect that have followed…and the reason it matters is that the expertise it holds may be the single hardest thing in the rare earth supply chain to replace.
In fact, the Center for Strategic and International Studies has identified rare earth metallization and alloying asthe least developed and most difficult capability to rebuildoutside China.
According to CSIS, this kind of expertise is learned over long operating histories, not built on a schedule.
It’s the kind of expertise that can only be built through years of doing it…and no amount of money can speed that up.
So if it takes decades to build this expertise, and America gave it away 40 years ago, where does that leave us? The answer is both alarming and surprisingly specific.
It leaves us with a facility in Euclid, Ohio, that never let the knowledge die.
How America Lost Control of a Critical Industrial Capability The West didn’t lose its rare earth processing capability to espionage or theft.
Starting in the 1980s and accelerating through the 1990s, China made a deliberate decision to invest heavily in rare earth mining and processing.
State support absorbed losses, environmental controls were minimal, and labor was cheap.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | ▲ +0.34% |
| WTI Crude | $96.90/bbl | ▲ +0.21% |
| EN590 Diesel | $846/MT | ▲ +0.18% |
| Jet Fuel A-1 | $1090/MT | ▲ +0.55% |
| Mazut M100 | $450/MT | ▼ -0.15% |
| Bitumen 60/70 | $470/MT | ▲ +0.08% |
| Sulphur Gran 99.5% | $470/MT | ▼ -0.44% |
| Urea 46% Gran | $650/MT | ▲ +1.12% |
| NPK 16-16-16 | $460/MT | ▼ -0.28% |
| Nat Gas TTF | $15.42/MMBtu | ▲ +0.92% |
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