The United States could meet about 95% of its rare-earth demand from domestic sources by 2030 thanks to a global pipeline of projects, but China would still supply roughly 60% of key magnet-making rare earths. Experts caution the IEA-based projections assume timely construction and scaling of mines and processors, and they do not fully account for heavy rare earths, where China is likely to remain dominant. Supply-chain bottlenecks, equipment availability and skilled-labour shortages could delay progress.
U.S. Narrows Rare-Earth Gap by 2030 — China Still Holds Global Lead
04:28 PM, 11/25/2025
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