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Source document· March 11, 2026

The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market Commentary

View original at finance.yahoo.com
The Drone Revolution's Dependence on Chinese Rare Earth Processing - OilPrice.com Market Commentary NEW YORK, March 11, 2026 /PRNewswire/ -- Ukraine produced 1.2 million drones in 2024 alone…
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  • Europe's stockpile of processed rare earths is also zero

    60% confidence

  • America doesn't have a rare earth problem; it has a processing problem

    60% confidence

  • China controls approximately 90-95% of global rare earth processing

    60% confidence

  • United States currently maintains zero strategic stockpile of processed rare earths

    60% confidence

  • No other company in North America has what REalloys has built: a proven, commercial-scale heavy rare earth supply chain

    60% confidence

  • Companies that get qualified into defense programs now might own these supply chains for decades

    60% confidence

  • There's nothing rare about rare earths except the processing and separating

    60% confidence

  • Virtually every magnet in Ukrainian drones used in 2024 was manufactured in China

    60% confidence

  • 1% reliance on China is 100% reliance on China

    60% confidence
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Broadcom Inc.
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