All 17 tracked companies sorted by current production volume, stage maturity, segment, or projected capacity. Click any column header to sort. Use filters to narrow by segment or maturity status.
| Company | Segment | Maturity | Key Stages | Current Volume | Projected Volume | Target Year |
|---|---|---|---|---|---|---|
|
MP Materials Corp.
NYSE: MP
Las Vegas, NV / Fort Worth, TX
|
Upstream Midstream Downstream | Commercial / Commissioning | Mining Separation RE Oxides Re-metal Magnet Mfr |
~1,000
MT/yr NdFeB magnets (Fort Worth)
917 MT NdPr oxide Q1 2026 (record)
|
~11,000
MT/yr magnets (Fort Worth + Northlake)
10,000 MT/yr Northlake plant broke ground 2026; commissioning slated to begin 2028
|
2028+ |
|
USA Rare Earth, Inc.
NASDAQ: USAR
NY / Stillwater, OK / Hudspeth, TX / UK
|
Upstream Midstream Downstream | Commercial / Commissioning | Separation (LCM, UK) Alloy & Powder Magnet Mfr Mining (dev.) |
~600
MT/yr NdFeB magnets (Phase 1a)
Stillwater, OK — commercial since March 2026
|
10,000
MT/yr magnets (Stillwater + Blacksburg SC combined)
3,600 MT/yr Stillwater + 6,400 MT/yr new Cherokee Co./Blacksburg, SC site (selected June 2, 2026)
|
2028+ |
|
eVAC Magnetics LLC
Private / VAC (DE)
Sumter, South Carolina
|
Downstream | Commissioning | Magnet Mfr (NdFeB) |
2,000
MT/yr NdFeB (target Q1 2026)
First US NdFeB sale Dec 2025; ramp ongoing
|
12,000
MT/yr NdFeB
$500M+ total investment; $111.9M QAEP tax credit; parent VAC subject to pending acquisition by Energy Fuels (announced Jun 23, 2026; close early 2027)
|
2029 |
|
Noveon Magnetics, Inc.
Private
San Marcos, Texas
|
Downstream | Commercial | EOL Recycling Alloy (M2M®) Magnet Mfr Assembly |
~2,000
MT/yr NdFeB (ramping)
Recycled feedstock via GBE® + M2M® process
|
10,000
MT/yr NdFeB
San Marcos facility designed capacity; $215M Series C Jan 2026
|
2028+ |
|
Energy Fuels Inc.
NYSE: UUUU
White Mesa Mill, Utah
|
Midstream | Commercial / Pilot→Com | Separation (LREE) Separation (HREE) RE Oxides Reduction (via ASM) |
~500
MT/yr NdPr oxide (est. current)
Only US commercial HREE oxide producer (Dy, Tb)
|
850–1,000
MT/yr NdPr + 35 MT Dy + 12 MT Tb
Phase 1 from ~10,000 MT/yr monazite input; pending acquisition of VAC/eVAC (announced Jun 23, 2026) would add 12,000 MT/yr downstream magnet capacity
|
2027 |
|
Arnold Magnetic Technologies
Sub. of NYSE: CODI
Rochester, New York
|
Downstream | Commercial | Magnet Mfr (NdFeB) Magnet Mfr (SmCo) Assembly | Undisclosed Commercial scale; 130-year history; DFARS transition underway | Undisclosed USAR/LCM ex-China alloy supply agreement Mar 2026 | 2027 DFARS deadline |
|
Electron Energy Corporation
Private (Tinicum PE)
Landisville, Pennsylvania
|
Midstream Downstream | Commercial / Commissioning | Alloy & Powder Magnet Mfr (SmCo) Magnet Mfr (NdFeB) | Undisclosed Only DFARS-compliant US SmCo producer; capacity doubled 2025 | Undisclosed NdFeB DFARS compliance targeted mid-2026 | 2026 NdFeB DFARS |
|
Lynas Rare Earths — US Ops
Parent: ASX: LYC
Hondo, TX / Seadrift, TX
|
Midstream | Commissioning / Paused ⚠ | Separation — LREE Separation — HREE ⚠ |
0
MT/yr (pre-production)
Hondo commissioning FY2026; Seadrift construction halted
|
5,000
MT/yr NdPr (Hondo)
⚠ Seadrift (2,500–3,000 MT/yr HREE) still "unlikely to proceed" (Jul 2026); near-term DoD offtake instead covered by Mar 2026 ~$96M global-supply LOI
|
2026 Hondo only |
|
Phoenix Tailings, Inc.
Private (BMW, Yamaha)
Burlington, MA / Exeter, NH
|
Midstream | Pilot / Demo | Reduction / Re-metal |
~200
MT/yr RE metals (Nd, Pr, Dy, Tb)
Exeter, NH facility opened Oct 2025; zero Chinese inputs
|
1,000+
MT/yr RE metals
Stated as sufficient for entire US defense RE metals need
|
2026–27 |
|
ReElement Technologies Corp.
Parent: NASDAQ: AREC
Noblesville, IN / Marion, IN
|
Midstream | Pilot → Commercial | Separation (chrom.) RE Oxides (99.5–99.999%) | Undisclosed Noblesville pilot; first commercial revenues targeted 2026 | Undisclosed Marion, IN 400,000 sq ft expansion; $1.4B Vulcan supply agreement; $80M DoD OSC loan dropped by ReElement July 2026 (never disbursed) in favor of equity financing | 2026+ |
|
Momentum Technologies, Inc.
Private (TechMet, Tailwater)
Dallas / Carrollton, Texas
|
Midstream | Pilot → Commercial | Separation (MSX®) RE Oxides (99.9%+) | Undisclosed Carrollton commercial-scale processing began Oct 2025 | Undisclosed +2 additional plants planned 2027 (one REE, one battery) | 2026–27 |
|
American Resources / Electrified Materials
NASDAQ: AREC
Fishers / Noblesville, Indiana
|
Upstream | Pilot | EOL Recycling (EMCO) | Undisclosed RCRA-permitted May 2025; feeds ReElement for separation | Undisclosed Expanded pre-processing capacity Mar 2026; volumes not disclosed | 2026+ |
|
Advanced Magnet Lab, Inc. (AML)
Private (RMHC)
Melbourne, Florida
|
Downstream | Pilot | Magnet Mfr (PM-Wire™) | Undisclosed $2M DLA contract May 2026; specialty geometry NdFeB for defense | Undisclosed Qualification phase; scale-up follows DLA contract completion | 2027+ |
|
Vulcan Elements, Inc.
Private
Research Triangle Park / Benson, NC
|
Downstream | Development | Magnet Mfr (planned) |
0
MT/yr (pre-production)
Groundbreaking expected 2026; 1M sq ft Benson, NC facility
|
10,000
MT/yr NdFeB
$620M DoD OSC loan (reportedly on track, July 2026); $1.4B ReElement supply agreement
|
2030+ 4–6 yrs post-finance |
|
Niron Magnetics, Inc. ⚠️ RE-Free
Private (ARPA-E)
Minneapolis / Sartell, Minnesota
|
Downstream | Development | Magnet Mfr (FeN, RE-free) |
0
MT/yr (pre-production)
Sartell groundbreaking Sept 2025; operations target early 2027
|
1,500 → 10,000+
MT/yr (Phase 1 → Phase 2)
Second 10,000 MT/yr plant in site selection ($1.8B est.)
|
2027 / 2030+ |
|
REalloys, Inc.
NASDAQ: ALOY
Texas / Euclid, OH / Saskatchewan, CA
|
Midstream Downstream | Development | Separation (planned) Alloy & Powder (planned) Magnet Mfr (Euclid, OH) |
0
MT/yr (pre-production)
JOGMEC MOU Oct 2025; first-ever US–Japan RE partnership
|
10,000
MT/yr NdFeB + SmCo
Japanese technology transfer; production target 2027 (compressed)
|
2027 Timeline optimistic |
|
US Strategic Metals, LLC
Private
Fredericktown, Missouri
|
Upstream Midstream | Announced | EOL Recycling (planned) Separation (announced) |
0
MT/yr (MOU stage only)
No financing or timeline disclosed; 1,800-acre Madison mine site
|
Undisclosed NdPr, Dy, Tb oxides from recycled feedstock via Ionic tech | TBD |