Pentagon presses shipyards to purge Chinese rare earths before 2027
Audits target critical subassemblies where China supplies up to 95% of specialized materials, including 9,200 pounds used in each…
Company watch
All companies →Evolution Metals & Technologies
Every EAB briefing that touches Evolution Metals & Technologies — capital spending, plants, M&A, earnings and policy exposure. 3 briefings.
- First seen
- September 27, 2026
- Latest
- November 8, 2026
- With a linked document
- 3 of 3
- Subject of the briefing
- 2
- Named as exposed
- 1
- Desks
- Energy & Minerals (1), Shipbuilding (1), Semiconductors (1)
Evolution Metals expands Korea magnet plant to 10,000 tons
The US firm is scaling its Pohang facility ten-fold to 10,000 metric tons ahead of a January 2027 Pentagon ban on Chinese rare…
Benchmark says ex-China heavy rare earth prices jumped 150% in Q3
Western buyers paid a sixteenfold premium for European dysprosium oxide over Chinese domestic spot rates as Pentagon procurement…