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The State of America's Rare Earth Supply Chain in 2026 - OilPrice.com Market Commentary

Critical Metals Corp. (CRML) 
Company Research Source: PR Newswire
NEW YORK, March 16, 2026 /PRNewswire/ -- REalloys (ALOY) built something that barely exists anywhere in the Western world — a rare earth supply chain that doesn't touch China at any step. Japan figured out decades ago why that matters.  Companies mentioned in this release include: REalloys Inc. (ALOY), MP Materials Corp. (NYSE: MP), USA Rare Earth (NASDAQ: USAR), Amprius Technologies, Inc. (NYSE: AMPX), Critical Metals Corp. (NASDAQ: CRML), Nouveau Monde Graphite Inc. (NYSE: NMG).Japan's response to China's rare earth processing monopoly was decisive. The Japanese government built strategic stockpiles of processed rare earth materials. On top of that, individual Japanese companies quietly built their own reserves — covering years of supply each. Combined, that has given Japan one of the deepest rare earth buffers in the world.The United States, on the other hand, has stockpiled nothing. Neither has Europe. Both have been running entirely on just-in-time supply from China — a country t Show less Read more
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