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Building a US Rare Earth Magnet Supply Chain and REalloys' Response

Oilprice.com ·

GE GE Aerospace
$313.83 +0.59%
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LMT +3.65% NOC +4.05%ALOY ALOY +8.23%
  1. 1Last year, domestic supply accounted for only 300 metric tons of the 48,000 metric tons of rare earth magnets required by the US.
  2. 2China's exports of dysprosium and terbium decreased by 83% in January 2026 compared to the same period last year.
  3. 3REalloys held $122.4 million in cash as of June 30.

So what's the key point?

There is a shortage of magnet materials used in the US, and China's exports have dropped by 83%. REalloys has $122.4 million in cash.

Source Oilprice.com · View original ↗

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