Saturday, July 26, 2025

Apple pledges $500 million to US rare-earth recycling via MP Materials

Award Winning

Apple has announced a landmark $500 million investment into rare-earth recycling in the United States, partnering with MP Materials—one of the country’s few domestic suppliers of rare-earth elements. The initiative is a bold step in Apple's push to decouple its critical supply chains from geopolitical instability while championing environmental sustainability. The funding aims to accelerate the development of a closed-loop system that recycles rare-earth elements from old devices, particularly those used in magnets found in speakers, haptics, and wireless charging systems in Apple products. Rare-earth materials are essential to modern electronics, powering everything from iPhones and MacBooks to electric vehicles and wind turbines. However, global supply has long been dominated by China, which controls over 85% of the world’s rare-earth processing capabilities. With growing trade tensions and rising environmental concerns surrounding overseas mining practices, Apple’s investment marks a significant reshoring of this crucial supply chain. By collaborating with MP Materials, Apple seeks to secure a cleaner, more stable source of rare-earths directly from within the US, reducing reliance on foreign sources and boosting domestic industrial capacity. The core of the plan revolves around recycling—reusing existing rare-earths from old Apple devices rather than mining new material. MP Materials will build and operate a magnetics manufacturing facility in Fort Worth, Texas, capable of producing fully finished rare-earth magnets from recycled feedstock. This facility is expected to be operational by 2026 and will supply Apple with custom components for its devices. This shift supports Apple's broader environmental goal of creating products using only recycled or renewable materials, a pledge the company has been actively working toward since 2017. Apple already uses recycled rare-earths in several of its devices, including the iPhone 12 and later models, where 100% of the rare-earth elements in the magnets are sourced from recycled materials. This new partnership dramatically scales that effort. The company’s advanced disassembly robot, Daisy, which can tear apart over a million devices per year, will play a crucial role in feeding the recycling pipeline. Collected materials will be processed and refined by MP Materials, creating a vertically integrated, sustainable loop that avoids the environmental degradation of conventional mining. Beyond environmental impacts, the investment has strategic and economic implications. It contributes to the Biden administration’s broader goal of bolstering American manufacturing and technological independence. The deal is expected to create hundreds of high-tech jobs in Texas and California, with Apple helping to fund workforce training and R&D around green materials science. It also positions Apple as a leader in corporate responsibility at a time when consumers are demanding transparency and accountability in tech production. Apple’s move may prompt other technology giants to reevaluate their supply chains. As demand for rare-earths continues to soar—driven by smartphones, 5G infrastructure, EVs, and clean energy—the industry faces a pressing need to find alternatives to extractive practices. Recycling not only offers an environmentally friendly solution but also shields companies from volatile international politics and supply disruptions. This $500 million commitment to rare-earth recycling isn't just a sustainability milestone—it’s a statement of Apple's long-term vision. By investing in local infrastructure, promoting closed-loop manufacturing, and prioritizing ethical sourcing, Apple continues to redefine what it means to be a responsible technology leader. As the Fort Worth facility comes online and Apple devices become increasingly sustainable, this investment could serve as a blueprint for how the entire industry handles one of its most precious and problematic resources.


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