The heavy rare earth refining industry in North America is set to make new progress. The United States is accelerating the construction of its first commercially scaled refinery, with a clear goal in mind - to reduce excessive reliance on external Supply Chains. The project team's timeline is quite tight: they plan to officially produce rare earth products by the first quarter of 2027.

For facilities with high technical complexity and deep industrial thresholds, a production schedule within three years is indeed considered fast. The industry generally believes this pace is quite aggressive. From a strategic perspective, this move is significant – it represents the United States making substantial autonomous arrangements in the supply chain of key mineral resources, attempting to reduce external risks. This will produce considerable ripple effects on the redistribution of the entire industry chain.