Domestic Production Efforts Expand Across Multiple States
Five companies—Tactical Resources, USA Rare Earth, MP Materials, Energy Fuels, and NioCorp Developments—are advancing rare earth mining, processing, and magnet manufacturing projects across the United States. These efforts aim to build a reliable domestic supply chain for electric vehicles, wind turbines, robotics, semiconductors, and military systems.
Building a reliable US supply chain requires more than finding deposits. Mining, refining, separating rare earths, and turning them into usable metals and magnets are technically demanding processes. The five companies are pursuing different parts of that supply chain, with projects ranging from operating facilities to early-stage developments.
Tactical Resources and USA Rare Earth Lead Texas Developments
Tactical Resources Corp. is advancing its Peak Project in Hudspeth County, Texas. The project focuses on rare earth-enriched material stockpiled at the Sierra Blanca Quarry. In September 2026, the company outlined plans for metallurgical testing and permitting.
Initial testing by Kemetco Research reported up to 96.1 percent extraction rates under heated hydrochloric acid conditions. These results are preliminary scoping-scale findings.
USA Rare Earth Inc. is pursuing a mine-to-magnet strategy at its Round Top deposit in West Texas. The company completed its combination with Brazil’s Serra Verde Group in September 2026.
USA Rare Earth expects its first-stage operation to reach approximately 4,000 metric tons per year of total rare earth oxide production by the end of 2026. The company has also broken ground on a planned $1.2 billion rare earth metal and magnet manufacturing facility in Blacksburg, South Carolina.
MP Materials Reports Production Growth and New Contracts
MP Materials Corp. operates the Mountain Pass rare earth mine and processing facility in California. The company is expanding downstream operations at its Fort Worth, Texas, facility.
In its second-quarter 2026 results, MP Materials reported neodymium-praseodymium production of 840 metric tons, representing a 41 percent year-over-year increase. NdPr sales reached 1,006 metric tons, up 127 percent from the previous period.
Consolidated revenue for the quarter rose 89 percent to $108.5 million. The company also signed a long-term agreement to supply separated gadolinium to an American aerospace and defense customer.
Energy Fuels and NioCorp Develop Processing Capacity
Energy Fuels Inc. is developing rare earth processing capacity at its White Mesa Mill in Utah. The facility is traditionally associated with uranium production, but the company has begun construction on new capabilities for rare earths.
NioCorp Developments is also advancing projects as part of the broader effort to establish domestic rare earth supply chains, though specific operational details for NioCorp were not included in the current reporting scope alongside the other four firms' recent updates.