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US Signals Strategic Shift wit...

METALS AND MINING

US Signals Strategic Shift with Rare Earth Support near Mountain Pass

US Signals Strategic Shift with Rare Earth Support near Mountain Pass
The Silicon Review
11 June, 2025

In a move that could redefine domestic supply chains, the U.S. Interior Department has officially backed a new rare earth mine adjacent to California’s Mountain Pass—America’s only existing rare earth production site.

The U.S. Department of the Interior just quietly gave a nod to a rare earth mining push near Mountain Pass, California—one that could seriously shift the balance in America's critical minerals game. While the green light didn’t come with fanfare, it speaks volumes: Washington is done playing passive in a global market where China still calls most of the shots, supplying over 70% of the world’s rare earths. What makes this spot strategic? It’s right next to MP Materials’ Mountain Pass site—the only U.S.-based rare earth mine currently in action. The message is clear: build out a domestic hub, keep these vital resources close to home, and insulate key sectors like defense, EVs, and clean energy from overseas supply risks.

This isn’t your old-school dig-and-ship mining setup. The proposed site is being built from the ground up with next-gen environmental and automation benchmarks baked in. Early filings show the team behind it plans to roll out cutting-edge ore-processing tech—gear that cuts down emissions, tightens up material separation, and leans on AI to track performance in real time. It’s a smarter, cleaner way to pull rare earths from the ground, and if it hits its mark, it could set the new bar for how mineral operations are run: efficient, low-impact, and digitally wired from pit to port.

For industries that count on rare earth elements—like aerospace, defense systems, and clean-tech manufacturing—this federal nod isn’t just a signal from Washington; it’s a green light to get moving. With permitting now in the express lane and agencies syncing up behind the scenes, decision-makers should start sketching out fresh playbooks: think stabilized pricing, reshoring possibilities, and a whole new take on supply agility. As more U.S.-sourced material hits the pipeline, deals built around overseas supply could start to feel outdated fast, forcing procurement leads to rethink contracts with long-haul dependencies. What’s happening near Mountain Pass isn’t just about breaking ground—it’s about reshaping what it means to control your own industrial future.

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