JS Link seeks to develop a non-China rare earth permanent magnet supply chain that aligns with U.S. national security priorities and the stabilization of supply chains for critical industries. Centered on manufacturing operations in the United States, our objective is to establish JS Link as a long-term, reliable, and policy-aligned supplier of permanent magnets to U.S. defense and strategic industries.
To achieve these goals, JS Link has been following the permanent magnet procurement restrictions first set forth under the U.S. National Defense Authorization Act (NDAA) of FY2019 and the implementing guidelines under DFARS 252.225-7052 (Certain Magnets, Tantalum, and Tungsten). We are designing and advancing our U.S. business on the explicit assumption that, beginning January 1, 2027, DFARS restrictions will apply across the entire supply chain.
Our strategy is therefore built not around regulatory reaction, but around regulatory anticipation.
1. Proactive Supply-Chain Based on DFARS Requirements
From the outset, we have designed our supply chain on the premise that DFARS will define the baseline standard for participation in U.S. defense and strategic procurement.
With respect to Neodymium-Iron-Boron (NdFeB) and Samarium-Cobalt (SmCo) permanent magnets, we operate under the following principles:
- At every stage, including rare earth mining, refining, separation, metallizing, and magnet production, we exclude materials originating from covered countries as defined under DFARS
- Our objective is to meet these requirements before, not after, full regulatory enforcement by constructing compliant supply chains in advance.
2. Anchoring Compliance Through Trusted Non-China Partnerships
To support compliance with the U.S. National Defense Authorization Act (NDAA) and DFARS requirements, JS Link has established official partnerships with globally credible, execution-oriented non-China rare earth partners.
- Lynas Rare Earths: The world’s largest producer of rare earth materials outside of China, providing a stable and reliable supply of separated and refined rare earth oxides and metals;
- POSCO International: A leading global trading and industrial company actively developing a non-China rare earth supply chain across the entire value chain, from upstream sourcing to downstream industrial integration.
These partnerships form the core foundation of a supply chain that is operationally viable, scalable, and verifiable, going beyond theoretical compliance to support real-world manufacturing and long-term supply stability.
3. Proven Non-China Manufacturing and Supply-Chain Execution in Korea
Prior to our U.S. expansion, JS Link has already completed and commenced operations at a rare earth permanent magnet manufacturing facility in Korea, where permanent magnets are being produced using non-China rare earth raw materials.
Through this operation, the company is running a supply chain that excludes rare earth materials originating from DFARS-covered countries, including China, and has established end-to-end traceability and process reproducibility across all stages, from raw material sourcing through final magnet manufacturing.
This experience demonstrates that the supply-chain structure and operational principles required under DFARS have already been validated in practice, not merely in concept. JS Link’s planned U.S. manufacturing facilities are therefore intended to extend and apply this proven manufacturing and supply-chain model within the United States.
Accordingly, JS Link’s U.S. business should be understood not as a new experiment or proof-of-concept initiative, but as a scaling effort built upon already verified non-China rare earth permanent magnet manufacturing capabilities.
4. Policy Alignment and Credibility Through U.S. Manufacturing
The permanent magnet manufacturing facilities we are developing in the United States are being designed from inception to produce and supply only DFARS-compliant products once operational.
We recognize that rare earth permanent magnets are strategically indispensable components across defense systems, energy infrastructure, electronics, power systems, and advanced manufacturing. Our U.S. manufacturing strategy is therefore explicitly aligned with the U.S. government’s policy direction to reduce dependence on China and to rebuild allied-nation-based supply chains for critical materials.
Accordingly, we have defined the following as core, non-negotiable values of our U.S. operations:
- End-to-end traceability, enabling clear verification of material origin and processing history
- Long-term supply stability, capable of supporting defense and strategic programs over extended time horizons.
5. Long-Term View of the Regulatory Environment
We recognize that DFARS and related regulations impose high entry barriers for rare earth permanent magnet manufacturing in the United States. At the same time, we view these requirements as a policy-driven opportunity for companies prepared to invest early and structure their operations accordingly.
Rather than treating regulation as a constraint, we accept it as a structural benchmark for long-term competitiveness. Our objective is to build differentiated, policy-aligned manufacturing capabilities in the U.S. that remain relevant and trusted over decades.
At JS Link, we will continue to advance this strategy in close coordination with our partners, customers, and government stakeholders.
Our objective is clear: to serve as a trusted supplier of high-performance permanent magnets produced through secure, transparent, and allied-nation supply chains that fully meet DFARS requirements.
JS Link seeks to develop a non-China rare earth permanent magnet supply chain that aligns with U.S. national security priorities and the stabilization of supply chains for critical industries. Centered on manufacturing operations in the United States, our objective is to establish JS Link as a long-term, reliable, and policy-aligned supplier of permanent magnets to U.S. defense and strategic industries.
To achieve these goals, JS Link has been following the permanent magnet procurement restrictions first set forth under the U.S. National Defense Authorization Act (NDAA) of FY2019 and the implementing guidelines under DFARS 252.225-7052 (Certain Magnets, Tantalum, and Tungsten). We are designing and advancing our U.S. business on the explicit assumption that, beginning January 1, 2027, DFARS restrictions will apply across the entire supply chain.
Our strategy is therefore built not around regulatory reaction, but around regulatory anticipation.
1. Proactive Supply-Chain Based on DFARS Requirements
From the outset, we have designed our supply chain on the premise that DFARS will define the baseline standard for participation in U.S. defense and strategic procurement.
With respect to Neodymium-Iron-Boron (NdFeB) and Samarium-Cobalt (SmCo) permanent magnets, we operate under the following principles:
2. Anchoring Compliance Through Trusted Non-China Partnerships
To support compliance with the U.S. National Defense Authorization Act (NDAA) and DFARS requirements, JS Link has established official partnerships with globally credible, execution-oriented non-China rare earth partners.
These partnerships form the core foundation of a supply chain that is operationally viable, scalable, and verifiable, going beyond theoretical compliance to support real-world manufacturing and long-term supply stability.
3. Proven Non-China Manufacturing and Supply-Chain Execution in Korea
Prior to our U.S. expansion, JS Link has already completed and commenced operations at a rare earth permanent magnet manufacturing facility in Korea, where permanent magnets are being produced using non-China rare earth raw materials.
Through this operation, the company is running a supply chain that excludes rare earth materials originating from DFARS-covered countries, including China, and has established end-to-end traceability and process reproducibility across all stages, from raw material sourcing through final magnet manufacturing.
This experience demonstrates that the supply-chain structure and operational principles required under DFARS have already been validated in practice, not merely in concept. JS Link’s planned U.S. manufacturing facilities are therefore intended to extend and apply this proven manufacturing and supply-chain model within the United States.
Accordingly, JS Link’s U.S. business should be understood not as a new experiment or proof-of-concept initiative, but as a scaling effort built upon already verified non-China rare earth permanent magnet manufacturing capabilities.
4. Policy Alignment and Credibility Through U.S. Manufacturing
The permanent magnet manufacturing facilities we are developing in the United States are being designed from inception to produce and supply only DFARS-compliant products once operational.
We recognize that rare earth permanent magnets are strategically indispensable components across defense systems, energy infrastructure, electronics, power systems, and advanced manufacturing. Our U.S. manufacturing strategy is therefore explicitly aligned with the U.S. government’s policy direction to reduce dependence on China and to rebuild allied-nation-based supply chains for critical materials.
Accordingly, we have defined the following as core, non-negotiable values of our U.S. operations:
5. Long-Term View of the Regulatory Environment
We recognize that DFARS and related regulations impose high entry barriers for rare earth permanent magnet manufacturing in the United States. At the same time, we view these requirements as a policy-driven opportunity for companies prepared to invest early and structure their operations accordingly.
Rather than treating regulation as a constraint, we accept it as a structural benchmark for long-term competitiveness. Our objective is to build differentiated, policy-aligned manufacturing capabilities in the U.S. that remain relevant and trusted over decades.
At JS Link, we will continue to advance this strategy in close coordination with our partners, customers, and government stakeholders.
Our objective is clear: to serve as a trusted supplier of high-performance permanent magnets produced through secure, transparent, and allied-nation supply chains that fully meet DFARS requirements.