US rare-earth magnet supply falls 47,700 tons short of demand

ALB -4.23% MP -3.42% CENX -0.55% ALOY -9.34%

1. 1The United States faces a significant shortage of rare-earth magnets as it must stop purchasing designated minerals from China, Russia, Iran, and North Korea starting January 1, 2027.
2. 2The most common rare-earth magnet demand in 2025 is approximately 48,000 metric tons, while domestic production stands at 300 metric tons, with capacity expected to reach around 5,000 metric tons by the end of 2026.
3. 3The Trump administration is investing billions of dollars in roughly 150 mineral companies and pursuing a $12 billion stockpile, but exemptions and imports may be necessary until domestic capacity is expanded.

Source GuruFocus.com +1 · View original ↗

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