Tactical Resources CEO Ranjeet Sundher believes the U.S. can lessen its reliance on imported rare earth materials. In an interview, Sundher emphasized the growing government focus on domestic supply, driven by national security and supply chain concerns. The shift towards operational efficiency and accelerating projects is seen as key to progress in 2026.

This comes as the U.S. and allies seek to diminish dependence on China, which dominates the global rare earths market. These materials are vital for various sectors, from renewable energy to defense. Recent trade talks between the U.S. and China highlighted the strategic sensitivity of these resources, with Beijing potentially restricting exports.

Sundher noted the importance of reducing exposure to volatility. Tactical Resources, with its Peak Project in Texas, aims to build a U.S.-focused rare earths platform. The company is emphasizing straightforward extraction methods. Australia has established strength in mining, and the U.S. is focusing on rebuilding processing capabilities.

What happens next? The industry will focus on translating policy into tangible progress. Companies like Tactical Resources are pushing to streamline processing. Investors should watch for further developments in domestic rare earth projects and any shifts in trade relations between the U.S. and China, which will impact the market.