Highlights

• Rare Earth Salts is addressing the critical midstream rare earth element processing bottleneck with proprietary technology targeting key strategic elements.
• Global magnet rare earth oxide demand is expected to triple from $15.1 billion to $46.2 billion by 2035, driven by electric vehicles (EVs), defense, and energy technologies.
• The company secured a US Department of Defense contract to expand domestic Terbium production, crucial for advanced defense and sensor technologies.

Aaron Dowd, CEO (opens in a new tab) of Rare Earth Salts (opens in a new tab) (RES), a Nebraska-based company specializing in separation and purification, emphasizes the growing strategic and economic importance of rare earth elements (REEs) in a recent interview with Emergent Defense (opens in a new tab). With China controlling over 90% of downstream REE processing, Dowd warns that reshoring key parts of the supply chain—especially for high-value heavy rare earths—is a national imperative.

RES plays a pivotal midstream role by separating and refining REE concentrates from mined, clay, or recycled sources. The company’s proprietary technology, developed by founder Dr. Joseph Brewer, targets the “Big Four” critical rare-earth elements (REEs)—Neodymium (Nd), Praseodymium (Pr), Terbium (Tb), and Dysprosium (Dy). Notably, RES recently secured a U.S. Department of Defense contract to expand domestic Terbium production, key for advanced radar, night vision, magnetostrictive sensors, and laser targeting.

Global demand for rare earth oxide magnets is expected to more than triple from $15.1 billion today to $46.2 billion by 2035, driven by electric vehicles, defense, and energy transition technologies.

Key Questions for Retail REE Investors:

• Is the company addressing the midstream bottleneck, especially separation and purification capacity?
• Are they producing or enabling high-margin HREEs, such as Terbium and Dysprosium?
• Do they have government support or DoD contracts? Rare Earth Salts has secured, which is a good development.
• What proprietary technology or intellectual property protects their process from competitors?
• How exposed is the business model to China’s price-setting and export behavior?

Check out the interview at Emergent Defense (opens in a new tab).

For more insights and breaking analysis, visit RareEarthExchanges.com.