In short: The Brazilian rare-earth producer the U.S. International Development Finance Corporation financed — an example of Washington seeding ex-China supply abroad (private).
In short: USA Rare Earth's $2.8B target — the only producer outside Asia supplying all four magnetic rare earths at scale (incl. scarce separated dysprosium & terbium); ~$550-650M annualized EBITDA projected by end-2027 at full Phase 1.
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