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US rare earths flow to Asia as domestic demand is slow to emerge

Despite administrative efforts to build a domestic rare earth supply chain, US miners are exporting significant volumes to Asian markets like Japan and South Korea due to sluggish local demand. This trend highlights the ongoing challenges in decoupling critical mineral processing from foreign dependencies.

Background

The US has been actively trying to reduce reliance on China for rare earth elements, which are critical for defense and technology sectors. However, building a complete domestic processing infrastructure remains difficult and costly.

Source
Ars Technica
Published
Jul 8, 2026 at 09:26 PM
Score
7.0 / 10