Introducing the U.S. Domestic Rare Earth Magnet Production Dashboard
- Alisa Peters
- 20 minutes ago
- 3 min read
China currently controls roughly 85% to 90% of global rare earth magnet production. For years, discussions surrounding Western supply chain independence consisted mostly of long-range promises, pilot lines, and promotional slide decks.
That dynamic is shifting. Driven by upcoming regulatory deadlines, most notably the DFARS 252.225-7052 rule prohibiting Chinese-sourced permanent magnets in U.S. defense procurement starting January 1, 2027, a domestic supply chain is taking physical shape.
To help industry partners, defense OEMs, and market analysts separate genuine production capacity from press release hype, we are excited to introduce the U.S. Domestic Rare Earth Magnet Production Dashboard, now live on our site under Resources.
Why We Built This Dashboard
If you’ve tried to track the domestic rare earth supply chain over the last few years, you’ve likely encountered two frustration points:
1. Hype dressed up as capacity: Theoretical target dates and press releases are frequently reported as established facts.
2. Fragmented data: Upstream mining, midstream heavy rare earth element (HREE) separation, metal reduction, and downstream sintered magnet manufacturing are usually analyzed in isolation rather than as a connected pipeline.
Our Methodology: No predictive modeling or unverified forecasts dressed up as reality. Every entry in this tracker is compiled from primary sources—SEC filings (10-K, 10-Q), DoD and DPA contract disclosures, official press releases, and quarterly earnings calls. We state what has been publicly disclosed, where each facility actually stands today, and what must happen next.
What’s Inside: Three Ways to View the Supply Chain
The dashboard breaks down 17 domestic companies across every link of the rare earth value chain—from mine to finished magnet. It is organized into two distinct, interactive views:
1. Volume & Stage Table
A sortable, filterable matrix comparing company capacity figures side-by-side.
Easily filter by supply chain segment (Upstream, Midstream, Downstream) or stage maturity (Commercial, Commissioning, Pilot/Demo, Development, Announced, Paused).
Who’s in it: Primary producers like MP Materials (Mountain Pass mine & Fort Worth plant), commercial sintered magnet makers like eVAC Magnetics and Noveon Magnetics, midstream separators like Energy Fuels and ReElement Technologies, metallization pioneers like Phoenix Tailings, and alternative technology innovators like Niron Magnetics (rare-earth-free iron nitride).
Compare current actual throughput against projected buildout targets through 2028–2030.
2. Global Context: U.S. vs. China vs. Allies
A reality check on where North America stands relative to the rest of the world.
The Current Scale Gap: Standardized visual comparisons showing China’s ~260,000+ mt/yr finished magnet output against the U.S. (~3,600 mt/yr) and allied nations (Japan, EU, South Korea, Australia at 10,000–14,000 mt/yr).
The 2026–2030 Buildout Trajectory: A realistic evaluation of target projections showing how execution could raise non-Chinese global market share to ~20% by 2030.
Explore the Dashboard Today
Whether you are auditing your defense procurement supply chain ahead of the 2027 DFARS rule or tracking critical mineral investments, this tool is designed to give you a clear, objective baseline.
We invite you to explore the new dashboard features directly on our site:
Have feedback, corrections, or a facility update to report? The dashboard is updated on an ongoing basis as new SEC filings and DoD contracts are published. Reach out to our team at QT Magnetic Solutions.