Wire · operational-macro
US races to build rare earth supply chain as China tightens controls
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Fusion42 · 15 October 2026 · Fusion42 review
The United States is accelerating efforts to build an independent rare earth supply chain to reduce dependence on China, including investments in mining, processing, recycling, and international partnerships. The government has increased funding, taken equity stakes in key companies, and launched initiatives to promote recycling and strategic reserves.
This Wire brief sits within Fusion42's coverage of Industrial.
◆ ◆ The Wire takeaway
The U.S. government’s rapid surge in funding and direct equity in rare earth mining and magnet production clears a path for new industrial entrants to supply beyond China. You need to engage now with emerging recycling incentives and international partnerships as they instantly reshape the rare earths market.
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1 source · 14 Oct 2026
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