North America
As of 2026, North America has transitioned from an exploration frontier to a strategic fortress for rare earth supply. This category focuses on the massive “Project Vault” initiative—a $12 billion U.S. industrial policy designed to establish a domestic mineral reserve and fund deep-sea and terrestrial mining. In Canada, the focus is on ESG-led mining, where world-class assets like Nechalacho and Strange Lake are setting global benchmarks for carbon-neutral extraction and Indigenous partnership.
Key Focus: U.S. strategic stockpiling, Canadian hydrometallurgical innovation, and the “Mine-to-Magnet” supply chain across the NAFTA corridor.