The green technologies of the future—electric vehicles, wind turbines, drones, and more—depend on powerful rare earth magnets to turn energy into motion.
Without a consistent and trusted supply, the entire supply chain for critical magnetic materials has shifted to Asia, primarily China.
Today, China dominates the rare earth industry, producing over 80% of global supply.
The supply chain powering AI, defense, and industry begins underground, yet most decision makers can’t name the materials that make it possible.
ARTIFICIAL INTELLIGENCE
REEs are critical in high-performance hardware & data centers
Neodymium, dysprosium, & other REEs are vital for every AI system
NATIONAL SECURITY
DEFENSE TECHNOLOGY
ROBOTICS & DRONES
ELECTRICAL VEHICLES
U.S. Department of War Looks to Establish ‘Mine-to-Magnet’ Supply Chain For Rare Earth Materials
Rare Earth Elements Usage by Select Military Weapon Systems (1)
Lockheed Martin F-35
~ 900 Pounds
Arleigh Burke DDG-51 Destroyer
~ 5,200 Pounds
~ 5,200 Pounds
Virginia Class Submarine
~ 9,200 Pounds
~ 9,200 Pounds
Significant Government Support to Secure Critical Metals
2020
2022
2025
Executive Orders 14156 (3) & 14154 (4) declares U.S. critical minerals capacity “far too inadequate” to meet the Nation’s needs
2025
Export-Import Bank of the United States, a federal agency, announced $2.2 billion in potential financing for seven mineral projects in Australia – Reuters
2026
Securing America’s Defense Supply Chains (6) “The Order encourages defense contractors to begin qualifying new domestic sources of critical minerals, while also removing regulatory barriers in the qualification process.”
(1) Murkowski, Manchin Introduce American Energy Innovation Act, Energysenate.gov, 2020. (2) Inflation Reduction Act of 2022 – Department of Energy – 2022. (3) “Declaring a National Energy Emergency,” EO 14156 – The White House, January 20, 2025. (4) “Unleashing American Energy,” EO 14154 – The White House, January 20, 2025. (5) “Immediate Measures to Increase American Mineral Production,” EO 14241 -The White House, March 20, 2025 (6) whitehouse.gov/fact-sheets/2026/07/fact-sheet-president-donald-j-trump-secures-americas-defense-supply-chains-and-ensures-domestic-acquisition-of-critical-materials/
April 14, 2025
June 29, 2025
March 11, 2024
June 11, 2025
October 13, 2025
Rare Earth Element Production by Country *
Global Demand for NdFeB Magnets is Expected to Grow Dramatically (1)
* Source: miningvisuals.com
(1) Footnote: 2020-2024 Historical DOD Support; July 2025: MP Materials (DOD Equity + Loan); September 2025: Lithium Americas Deal (DOD Loan) and Ucore DOD Funding; October 2025: US-Australia Partnership and Trilogy DOD Investment
Department of War
~$1B in Grants, Loans, & Investments Since 2020
“We’re investing in expanding critical mineral production, including rare earth elements, heavy rare earth elements, light rare earth elements, all the things we need that need to be made at home or by our allies and partners.”
Department of Energy
~$150M in Grants since 2021
“Rebuilding a domestic supply chain for critical minerals and materials here at home will both safeguard our national security and support the continued development of a clean energy and industrial economy.”
U.S. Congress
Bipartisan Support & Legislation
“The production of Rare Earth Elements will spur new economic opportunities for American workers while enhancing national security.”
Key Benefits of Reduced Dependence on China’s REEs Supply (4)
Composition
Composition
Composition
End Markets (3)
(1) Rare Earth Metals: Heavy vs. Light (Investing News – Rare Earth Investing News).
(2) The Not-So-Rare Earth Elements: A Question of Supply and Demand – Kleinman Center for Energy Policy, 2021.
(3) An Elemental Issue – The United States Army, 2019.
Rare Earth Elements serve as indispensable components in a wide range of industries
Rare Earth Elements are Critical to the Economy
NORTH AMERICA NEEDS AN ALTERNATIVE SOURCE OF RARE EARTH ELEMENTS
China’s Share of U.S. Rare Earth Elements Imports
(1) USGS – Mineral Commodity Summaries 2024, page 145.
(2 )Chart – U.S. Geological Survey, Mineral Commodity Summaries, January 2023.
(3) One Big Beautiful Bill (OBBB), Sec. 20004 – July, 2025
Advisor
Mr. Vanry is a Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM) and is a member of the CFA Institute as well as the Vancouver Society of Financial Analysts. He brings over 25-years of professional experience in senior management positions with public and private companies, providing expertise in capital markets, strategic planning, corporate finance, mergers and acquisitions, regulatory compliance, accounting, and financial reporting. He is well regarded for his leadership, creativity, and ability to foster collaborative environments for team driven projects. His breadth of experience spans various industries, including mining, oil and gas, renewable energy, high-technology, and manufacturing.
Director
Mr. Mukhija brings over 15 years of experience in the mining industry including roles with global mining companies such as Teck Resources (2006), Barrick (2007), BHP (2008-2013), and TransAlta (2014-2015). From June 2023, Mr. Mukhija has served as the Global Head of Business Development for Plotlogic, a mining technology company which utilizes artificial intelligence technology aimed at sustainably increasing mineral production and reducing waste. Mr. Mukhija was the General Manager Australia (January 2020 to May 2023) and Regional Manager (September 2018 to January 2020) for Motion Metrics Pty Australia Ltd. , an industrial artificial intelligence and machine learning company catering to the mining industry with a specific focus on safety and productivity. Mr. Mukhija was responsible for the P&L, business development, project management, and logistics of the Motion Metrics (Australia) operations. With BHP, Mr. Mukhija was responsible for life of mine planning and asset value optimization. At TransAlta, Mr. Mukhija began as the Engineering Team Leader at the Sunhills Mine with 14 direct reports and then moved into a capital planning supervisory role where he was responsible for a $60 million annual sustaining capital budget for the operation. Mr. Mukhija is a Professional Engineer and graduate from the University of British Columbia with a Bachelor of Applied Science in Mining Engineering (2003) and has passed Level I of the CFA Program.
