China’s dominance isn’t in the dirt. It’s in the downstream conversion. And as the U.S. government injects $8.5 billion to reclaim the supply chain, the industry has realized a cold truth: factories don’t run on rocks, they run on metals.While the U.S. defense sector has long been reliant on international processing for these materials, REalloys has established itself as the only North American facility currently producing the specialized alloys essential for high-performance magnets used in advanced defense systems.By the time rare earths became strategically visible, the infrastructure that determined who could actually build was already concentrated in one place. Then it was weaponized, with Beijing placing restrictions on rare earth exports in order to control which defense and advanced manufacturing programs received supply. Between USA and China who war the Tariffs war ?

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