
TDK Scrambles for Alternatives After China Tightens Rare-Earth Export Controls
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Neodymium's chokehold: China’s control of rare-earth processing strains U.S. industry
Neodymium is indispensable for permanent magnets that power motors across vehicles, appliances and turbines, yet most processing that turns ore into usable material occurs in China, exposing U.S. industry to supply and price risk. Washington is moving from signals to concrete tools — stockpiles, milestone‑based finance and allied coordination — but building resilient midstream capacity will take years, large capital outlays and difficult environmental and permitting work.
How the United States Can Build a Competitive Rare-Earth Supply Chain
The United States can cut dependence on foreign processors by pairing domestic ore development with rapid expansion of separation, refining and magnet fabrication, using sustained federal finance, milestone‑based support and strategic procurement. Policy proposals under discussion — a roughly $12 billion buying facility and Project Vault demand‑pooling backed by Export‑Import Bank credit, allied co‑investment and possible tariffs or market‑stabilizing measures — aim to generate predictable early demand while markets and financiers respond to auditable, near‑term projects.




