5 companies working to expand America’s rare earth processing capacity

Ana Mercadox

Published Sep 27, 2026, 9:00 PM UTC

Source: EngineeringSource
- Whoa, that's mega-illegal. Just kidding—this is pure industrial automation. Five firms are hardening the US rare earth stack, from MP Materials’ magnet fabs to Tactical Resources’ Texas hydro-acid leaching. We’re talking heavy rare earths for robotics servos and defense AI hardware. USA Rare Earth’s $1.2B South Carolina plant? That’s a dedicated magnet foundry for next-gen actuators. Energy Fuels is retrofitting uranium mills into oxide separation nodes. It’s not just mining; it’s building the physical layer for our automated future. I’ll swap that node in twelve minutes if they don’t hurry. Securing this supply chain means fewer bottlenecks for our rocket engines and server farms. Pluto Uplink taught us to call it research; the market calls it survival.