The State of America's Rare Earth Supply Chain in 2026 - OilPrice.com Market Commentary

REalloys (ALOY) built something that barely exists anywhere in the Western world — a rare earth supply chain that doesn't touch China at any step. Japan figured out decades ago why that matters. Companies mentioned in this release include: REalloys Inc. (ALOY), MP Materials Corp. (NYSE: MP), USA Rare Earth (NASDAQ: USAR), Amprius Technologies, Inc. (NYSE: AMPX), Critical Metals Corp. (NASDAQ: CRML), Nouveau Monde Graphite Inc. (NYSE: NMG).
REalloys (ALOY) built something that barely exists anywhere in the Western world — a rare earth supply chain that doesn't touch China at any step. Japan figured out decades ago why that matters. Companies mentioned in this release include: REalloys Inc. (ALOY), MP Materials Corp. (NYSE: MP), USA Rare Earth (NASDAQ: USAR), Amprius Technologies, Inc. (NYSE: AMPX), Critical Metals Corp. (NASDAQ: CRML), Nouveau Monde Graphite Inc. (NYSE: NMG).