Strategic Metals See Strong 2025 Gains

Dysprosium, a critical heavy rare earth, enables high-temperature magnets essential for aerospace engines and defense systems. With China's export controls tightening and U.S. bans looming in 2027, companies like REalloys are racing to build domestic production, spotlighting vulnerabilities in F-35 production and beyond.

Dysprosium, a vital heavy rare earth, ensures high-temperature stability in jet engine magnets, but China's export controls and looming U.S. bans are forcing aerospace giants like GE and Lockheed to scramble for alternatives.

USA Rare Earth bolsters aerospace supply chains with a $3 billion acquisition of Brazil's Serra Verde, gaining access to critical rare earths like neodymium, dysprosium, and yttrium essential for high-performance aircraft components.

USA Rare Earth produces commercial-grade yttrium outside China, targeting critical aerospace needs like turbine coatings, as supply fears intensify from export curbs.

Energy Fuels Inc. has produced the first U.S. primary terbium oxide in decades, reaching 99.9% purity for high-performance magnets vital to aerospace systems like aircraft engines and satellites, reducing reliance on Chinese supplies.