The USA has the materials for these batteries. The problem is prohibitions on mining the ores. The environmentalists want the electric vehicles but are unwilling to allow their manufacture from domestic sources.
Are you saying rare earths aren’t rare? :)
Big rare earth reserves in the middle east too.
Expect war.
Some US Mining companies that work with REEs.
https://www.niocorp.com/about-niocorp/ Planned Processing facility and mine
http://tmrcorp.com/about_us/ Planned processing facility and mine
https://mpmaterials.com/what-we-do/ Operational mine
(Used to be Molycorp, REE prices were undercut by the CCP, company bankrupted. CCP owns a stake in MP materials and until 2024 they will be sending raw ores to China to separate and refund.
https://ucore.com/overview/ Planned processing facility, eventually mine.
https://medallionresources.com/ Working on processing facilities using Monzanite sands.
There are others.