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MP Materials accuses USA Rare Earth of stealing grain boundary diffusion formulations for magnet technology through a former employee. This matters to supply chain analysts because intellectual property disputes between the two largest US rare earth companies could disrupt domestic magnet production capacity.
USA Rare Earth produced its first commercial-grade yttrium, joining a limited number of producers operating outside of China. This milestone is significant for supply chain diversification as yttrium is critical for phosphors, lasers, and high-temperature superconductors used in technology applications.