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Sumter, at 2ktpa, accounts for roughly 36% of current operating capacity.",[724],{"type":673,"attrs":725},{"color":663},{"type":654,"attrs":727},{"id":656,"body":728},[729],{"id":730,"_uid":731,"type":661,"component":662,"fixed_height":663,"use_fixed_height":50,"fixed_height_mobile":663,"fixed_height_tablet":663},"30738862","i-43ed27cf-4ec4-4072-8d5e-6052b90895d7",{"type":665,"attrs":733,"content":734},{"level":667,"textAlign":49},[735],{"text":736,"type":591,"marks":737},"Demand to set pace of US supply expansion",[738,740],{"type":673,"attrs":739},{"color":663},{"type":676},{"type":586,"attrs":742,"content":743},{"textAlign":49},[744,749,757,762,771],{"text":745,"type":591,"marks":746},"Benchmark forecasts domestic US ",[747],{"type":673,"attrs":748},{"color":663},{"text":750,"type":591,"marks":751},"REPM demand",[752,755],{"type":596,"attrs":753},{"href":754,"uuid":49,"anchor":49,"target":600,"linktype":650},"https://intelligence.benchmarkminerals.com/video/watch/from-ndpr-to-magnets-new-price-and-risk-tools-for-the-western-rare-earths-supply-chain",{"type":673,"attrs":756},{"color":663},{"text":758,"type":591,"marks":759}," at around 24.9kt in 2026, more than twice current operating capacity. Consumer electronics account for over half of this demand, largely embedded in imported finished goods, while 22% comes from e-mobility demand including EV motors. It is this market that ",[760],{"type":673,"attrs":761},{"color":663},{"text":763,"type":591,"marks":764},"US magnet capacity buildout",[765,769],{"type":596,"attrs":766},{"href":767,"uuid":768,"anchor":49,"target":600,"linktype":601},"/article/why-the-us-is-becoming-a-rare-earth-mine-to-magnet-destination","bb0713da-7c91-498a-a956-853d2402c999",{"type":673,"attrs":770},{"color":663},{"text":772,"type":591,"marks":773}," was largely targeting, though US EV sales fell 22.9% year-on-year in H1 2026 following the expiry of the federal clean vehicle tax credit.",[774],{"type":673,"attrs":775},{"color":663},{"type":654,"attrs":777},{"id":656,"body":778},[779],{"id":780,"_uid":781,"type":661,"component":662,"fixed_height":663,"use_fixed_height":50,"fixed_height_mobile":663,"fixed_height_tablet":663},"30746360","i-6a71de12-386c-4f5c-a2a1-da5977c3a1f8",{"type":586,"attrs":783,"content":784},{"textAlign":49},[785,790,797],{"text":786,"type":591,"marks":787},"Benchmark forecasts total US EV and other electric automotive ",[788],{"type":673,"attrs":789},{"color":663},{"text":750,"type":591,"marks":791},[792,795],{"type":596,"attrs":793},{"href":794,"uuid":49,"anchor":49,"target":600,"linktype":650},"https://intelligence.benchmarkminerals.com/video/watch/why-benchmark-launched-rare-earth-permanent-magnet-prices",{"type":673,"attrs":796},{"color":663},{"text":798,"type":591,"marks":799}," to contract 3.1% in 2026, against 11.1% growth globally, before recovering to grow 8.6% a year through to 2030. Q4 2026 is expected to deliver the first year-on-year growth in US EV sales since the tax credit’s removal.",[800],{"type":673,"attrs":801},{"color":663},{"type":586,"attrs":803,"content":804},{"textAlign":49},[805],{"text":806,"type":591,"marks":807},"“The period before new magnet capacity arrives will test how far REPM makers can diversify their customer base beyond automotive and towards defence and industrial applications,” said Audrey Berder, a rare earths analyst at Benchmark. “It also remains to be seen whether offtake structures evolve to spread volume risk across multiple buyers.”",[808],{"type":673,"attrs":809},{"color":663},"General Motors (GM) has cancelled its long-term rare earth permanent magnet (REPM) supply agreement with eVAC Magnetics, the US unit of Germany-based Vacuumschmelze (VAC), prompting an arbitration dispute. It comes following a 29% fall in US EV sales for GM in H1 2026 compared with H1 2025.\n\nFilings show a termination notice was issued on 1 July 2026, and eVAC began arbitration days later, alleging wrongful termination and seeking financial compensation.\n\nSigned in early 2023, this contract covered a minimum ten-year supply of neodymium-iron-boron (NdFeB) permanent magnets produced at the Sumter, South Carolina, plant with a capacity of 2,000tpa.",[],"article",[814,816,819],{"slug":815,"name":419},"rare-earths",{"slug":817,"name":818},"critical-minerals","Critical Minerals",{"slug":820,"name":821},"raw-materials","Raw Materials","private",{"id":824,"alt":663,"name":663,"focus":663,"title":663,"source":663,"filename":825,"copyright":663,"fieldtype":826,"meta_data":827,"is_external_url":50},236228176010520,"https://a.storyblok.com/f/287943243085208/1588x1388/48271d986e/e-mobility-is-forecast-to-be-almost-a-third-of-us-demand-for-rare-earths-permanent-magnets-by-2030-2x.png","asset",{},{"id":829,"alt":663,"name":663,"focus":663,"title":663,"source":663,"filename":830,"copyright":663,"fieldtype":826,"meta_data":831,"is_external_url":50},129067969694734,"https://a.storyblok.com/f/287943243085208/75ac659319/bm-gm-hummerev-roundup1.jpg",{},"General Motors (GM) has cancelled its long-term rare earth permanent magnet (REPM) supply agreement with eVAC Magnetics, the US unit of Germany-based Vacuumschmelze (VAC), prompting an arbitration dispute.",{"name":834,"created_at":835,"published_at":836,"updated_at":837,"id":838,"uuid":839,"content":840,"slug":853,"full_slug":854,"sort_by_date":49,"position":192,"tag_list":855,"is_startpage":50,"parent_id":856,"meta_data":49,"group_id":857,"first_published_at":858,"release_id":49,"lang":859,"path":49,"alternates":860,"default_full_slug":49,"translated_slugs":49,"_stopResolving":51},"Rare earths Prices","2026-08-25T08:19:23.121Z","2026-08-26T13:04:15.934Z","2026-08-26T13:04:15.946Z",212813263352300,"9dc6e969-0d48-4a10-9669-0e8203da468d",{"cta":841,"_uid":844,"image":845,"title":850,"subtitle":663,"component":851,"description":852},{"id":663,"url":842,"linktype":650,"fieldtype":843,"cached_url":842},"https://www.benchmarkminerals.com/rare-earths/prices","multilink","cdf9420e-a380-45bf-82e9-62516cae7ec6",{"id":846,"alt":663,"name":663,"focus":663,"title":663,"source":663,"filename":847,"copyright":663,"fieldtype":826,"meta_data":848,"is_external_url":50},212811971729228,"https://a.storyblok.com/f/287943243085208/3840x2160/742b2980dd/benchmarkminerals_a_detailed_x-ray_view_of_an_electric_motor_on_82b614bf-3822-4726-be9d-37136c3dfb81-2.png",{"size":849},"3840x2160","Benchmark's Rare Earths, Magnets & Motors Service","ContentBanner","2,500+ Prices. 1 Subscription. The definitive pricing service for the new energy economy.","ree-prices","source-banners/ree-prices",[],202922247866666,"9a882a03-6d45-4075-b9d5-ffccb169a932","2026-08-25T08:32:59.662Z","default",[],"Oct 30, 2026","30th October 2026",[],[],1793380286987]