Just 72 hours after Beijing suspended rare earth restrictions, the Pentagon committed $700 million based on supply constraints that may no longer exist. Here’s what investors need to know about the geopolitical bet underpinning Vulcan Elements and ReElement Technologies.On November 3, 2025, the Trump administration unveiled a$1.4 billion partnership with rare earth startups Vulcan Elements and ReElement Technologies, calling it a decisive move to break China’s stranglehold on critical magnet supply. The De ...