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The United States is finally starting to dig itself out of a rare earth metals hole it spent decades digging. The effort got a boost on July 29, when Energy Fuels announced that construction has begun on a commercial-scale expansion at its White Mesa Mill in Utah.

Amanda Lacaze risked her career to fix Australian mining company Lynas. Now she's supplying the Pentagon.

Lynas Rare Earths is transitioning from a cyclical mining company to a strategic supplier of separated rare earth oxides outside China. Recent financials show a tangible inflection, with revenue, EBITDA, and net profit rising as capex declines, reflecting operating leverage from new infrastructure. Long-term floor-price contracts with Japan and the U.S. highlight growing willingness to pay for secure, non-China…