Wire · regulatory
The U.S. Rare Earth Playbook Provides a Blueprint for Supply Chain Securitization
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Fusion42 · 2 September 2026 · Fusion42 review
The U.S. government is actively securing its rare earth element supply chain through significant investment and policy measures to challenge China's dominant 90% market control, including a $750 million offtake agreement and financing support for American and allied producers.
This Wire brief sits within Fusion42's coverage of Industrial.
◆ ◆ The Wire takeaway
The US is rewriting the rules to bypass Chinese control over rare earths. You need to build relationships with government-backed projects if your supply chain depends on critical minerals.
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1 source · 2 Sep 2026
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