Resilinc Special Report

Critical Minerals and Supply Chain Resilience Amid Growing Rare Earth Investment

Critical minerals and rare earth elements have become the hidden backbone of modern industry, and governments and manufacturers worldwide are racing to secure them. This special report explores the forces reshaping global rare earth supply chains, from new mining projects in Greenland, Brazil, and Africa to surging government investment and efforts to break free from concentrated supply sources.
It also takes a closer look at which rare earth elements face the greatest supply risk, and which industries are most exposed to. While supply is expanding worldwide, processing and manufacturing capacity remain heavily concentrated creating both new risks and new opportunities for supply chain resilience and strategic planning in supply chains.
Key Insights:
  • USAR secured up to $1.6 billion in federal CHIPS Act funding on June 3, 2026, one of the largest government bets yet on building a domestic rare earth supply chain from the ground up
  • Beyond mining, USAR's plans include 10,000 tons per year each of rare earth metals/alloys and magnets, signaling a serious push into the downstream production the U.S. currently lacks
  • REalloys aims to begin commercial-scale production of dysprosium, terbium, and neodymium by 2027, advancing a domestic "mine-to-magnet" strategy for some of the industry's most supply-constrained elements