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News articleYahoo Finance· March 19, 2026

A New U.S. Facility Could Break China’s Grip on Critical Materials

View original at finance.yahoo.com
A New U.S…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

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  • Washington may have only two months of critical rare-earth inventories available for defense manufacturing if supply disruptions deepen

    60% confidence
  • In the last 10 to 15 years, the majority of the upstream and midstream supply chain for rare earth has been controlled by China

    60% confidence
  • Rare earths are essential components in almost all modern products, either directly or in their production

    60% confidence
  • If China said we're not going to give you rare earths, that means no F-35s, no missiles

    60% confidence
  • Suppliers to U.S. aerospace and semiconductor companies have started turning away customers due to tightening rare earth material supplies

    60% confidence
  • In the last 10 to 15 years, China has controlled the majority of upstream and midstream rare earth supply chain

    60% confidence
  • Suppliers to U.S. aerospace and semiconductor companies have started turning away some customers as supplies of niche rare earth materials tighten

    60% confidence
  • If China stopped supplying rare earths, the U.S. would be unable to produce F-35s or missiles

    60% confidence
  • Almost everything you can point to either has rare earths in it to make it work or was produced by something that had rare earths in it to be able to produce that article

    60% confidence
  • Washington may have only two months of critical rare-earth inventories available for defense manufacturing if supply disruptions deepen

    60% confidence

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