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The Pentagon placed its largest drone order to date for 30,000 one-way attack drones and outlined plans to reach more than 300,000 units by early 2028. Production depends on rare earth magnets, of which China manufactures roughly 98 percent according to Goldman Sachs.
ocregister.comU.S. history, and stated plans to scale the fleet beyond 300,000 units by early 2028. Each drone requires a rare earth magnet. Goldman Sachs reported that China manufactures approximately 98 percent of the world's supply of these magnets.
REalloys holds the only fully non-Chinese mine-to-magnet heavy rare earth supply chain in North America, covering processed metals, finished alloys, and magnet-ready inputs used by defense contractors. The company has spent years developing this domestic chain to address reliance on foreign sources.
2 million units were produced in 2024. The magnets for nearly all of those drones originated in China. The Pentagon observed these developments and responded with the expanded procurement program.
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