Policy Meets Geology: How U.S. REE Cost Curves Shape Industrial Strategy

Rare earths whisper quietly in our world. You cannot see them, but you feel their presence. They hum in electric motors, guide satellites in orbit and power the shift to green technology. These elements—neodymium, dysprosium, terbium—seem ordinary. But they are not. They are strategic, politica land are deeply human. Explore how U.S. government support—through DoD […]
From Mine to Market: Building a Competitive Cost Curve for U.S. REE

The journey of rare earth elements through America’s industrial heartland is more than metallurgy. It’s a narrative of vision, resilience, and togetherness. From the dusty yaw of an open‑pit mine in California to the whisper‑quiet spin of an electric motor, each step in the rare earth supply chain carries the weight of our collective future. […]
Why Cost Curves Matter: Unpacking the Economics of U.S. REE Production

At the intersection of geology, geopolitics, and grand ambitions lies the quiet but powerful story of rare earth elements—those unassuming metals that quietly power our smartphones, EV motors, wind turbines, and national security systems. For decades, the U.S. has stood on the outside of this high‑stakes circle, watching as China came to monopolize rare earth […]