Pentagon alarm: U.S. REE inventories low; massive processing push

DoD ~2mo inventories; OSC loans; DOE grants. Army bases host plants. Energy Fuels White Mesa expansion. REalloys, EMAT, Momentum milestones. Trump EO on China-linked supply chains. Pentagon commits to stockpile plan. New: Phoenix Tailings $500M Pentagon loan for samarium-cobalt recycling (120-ton target by 2028); Arnold Magnetic shifts supply from China to France; Cyclic Materials 25,000t/yr AZ facility confirmed; Trump EO on e-waste export bans official. Iran war urgency adds pressure. Roundup article reinforces DFARS urgency and government commitment across multiple fronts. Supply gap stat (48,000 vs 300 tons) underscores urgency.