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The U.S. Army Just Took a Historic Step to Break China's Rare Earth Dominance

The U.S. Army Just Took a Historic Step to Break China's Rare Earth Dominance | EN590 Commodities Group
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The U.S. Army Just Took a Historic Step to Break China's Rare Earth Dominance

July 07, 2026
Source: oilprice.com
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Saudi Arabia Ships 34 Million Barrels Through Hormuz Despite Thin Tanker Traffic What I Cover My focus spans the global energy landscape and the technologies reshaping it, specifically focusing on oil and gas, renewables, and tech-driven market… The U.S.

Army has placed REalloys at the center of America’s drive to rebuild its heavy rare earth supply chain, selecting the company to build and operate the first-ever commercial critical mineral processing operationon a U.S.

REalloys plans to build a heavy rare earth processing complex at the Tooele Army Depot in Utah capable of refining dysprosium and terbium, two of the most strategically important rare earth elements used in high-temperature permanent magnets for defense systems.

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For the first time, commercial critical mineral processing is being integrated directly into America’s national security infrastructure.

The Tooele platform is expected to support the U.S.

Army, the Defense Logistics Agency, the Department of Energy and NASA, placing REalloys at the center of one of the country’s most strategically important industrial buildouts.

Commercial development is targeted to begin in 2027, with initial operating capability expected no later than 2028.

That urgent timeframe is scheduled to coincide with the January 1, 2027,federal procurement banon Chinese rare earth materials used in American defense systems.

REalloys expects to finance, build, and operate the facilities under an Enhanced Use Lease structure, creating a commercial processing platform on federal military property while keeping ownership, financing, and operations in private hands.

Earlier this year, theDefense Logistics Agencybacked the company’s metallization technology through a contract to expand domestic samarium and gadolinium metal production.

The Tooele project reaches further into the supply chain, adding commercial heavy rare earth processing to a platform that already includes metals and alloys.

Washington is compressing years of supply chain development into a matter of months.

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Indicative Market Prices July 07, 2026 08:56 UTC
ProductPriceChange
Brent Crude$102.14/bbl +0.34%
WTI Crude$96.90/bbl +0.21%
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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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