In a major move to strengthen America’s critical mineral independence, Apple is set to invest $500 million into the U.S. rare earth sector through a landmark agreement with MP Materials, the only operational rare earth mine in the country. This significant commitment is expected to enhance domestic production of rare earth magnets, support recycling initiatives, and reduce reliance on foreign supply chains—particularly China, which currently dominates global production.
As part of the deal, Apple will source American-made rare earth magnets from MP Materials’ upcoming facility in Fort Worth, Texas. These magnets are essential components in many of Apple’s products, including iPhones and MacBooks. The partnership also includes the development of a new recycling center at MP’s existing site in Mountain Pass, California. This facility will reprocess materials recovered from discarded electronics for use in future devices, supporting a circular economy and reducing the need for new mining.
Officials familiar with the agreement described it as a substantial win for American industry and national security. The investment comes on the heels of the Department of Defense announcing its own $400 million stake in MP Materials—part of a broader public-private effort to construct an end-to-end domestic supply chain for rare earth elements.
Rare earth minerals are vital for producing not only consumer electronics, but also advanced defense technologies and clean energy systems. Currently, China processes about 90% of the world’s rare earth materials and supplies around 60% of the global demand. The growing geopolitical tensions and a recent halt in critical mineral shipments from China earlier this year have highlighted the urgent need for American self-sufficiency in this domain.
A senior government official praised Apple’s initiative, stating it was “good for American workers, good for the country, and smart business.” The official urged other major U.S. companies to follow Apple’s example and invest in domestic capabilities.
This investment aligns with ongoing federal efforts to prioritize mineral independence. In March, an executive order was issued to fast-track American mineral production, calling it a matter of national security. The order emphasized the need for immediate action to boost domestic output and limit exposure to geopolitical risk.
Apple’s rare earth deal also coincides with a renewed trade arrangement between the United States and China regarding critical mineral exports. While tariffs had previously disrupted supply chains, recent negotiations have temporarily restored shipments. However, the administration remains focused on minimizing future vulnerabilities by investing heavily in domestic alternatives.
