MARKET STRUCTURE
Three different concentrations
Read the IEA and USGS figures with the appropriate year, material and stage.
Read the brief Three different concentrationsHome
INTELLIGENCE
Read the evidence by stage.
Three briefs distinguish industry facts, company announcements and the assumptions used for planning.
MIDSTREAM
The separation bottleneck
Why a new source of concentrate alone cannot deliver a qualified oxide.
Read the brief The separation bottleneckDOWNSTREAM
Why magnet qualification matters
Design and supplier approvals change the date a new route can supply a programme.
Read the brief Why magnet qualification mattersSource ledger.
Company entries describe what each issuer reported. Projects can change status, and planning data require independent verification.
- IEA · Rare Earth Elements8 April 2026
The IEA estimates China’s 2024 shares at 60% of magnet rare-earth mining, 91% of refining and 94% of sintered permanent magnet production. The first two cover Nd, Pr, Dy and Tb.
- IEA · Global Critical Minerals Outlook 20262026 edition
The outlook discusses rare-earth applications in energy, advanced manufacturing and strategic technologies. Outlook cases are scenarios.
- USGS · Mineral Commodity Summaries, rare earths chapter2026 edition
USGS estimates 2025 world mine production of all rare earths at a rounded 390,000 metric tonnes of rare-earth oxide equivalent.
- Lynas · FY2025 Sustainability ReportOctober 2025
Lynas describes its Australia–Malaysia route, separated Dy and Tb, traceability and Towards 2030 priorities.
- Lynas · Kalgoorlie processing facilityAccessed 6 November 2026
Lynas describes cracking and leaching concentrate into mixed rare-earth carbonate for further processing in Malaysia.
- Lynas · September quarter briefing29 October 2026
Lynas identifies interim CEO Pol Le Roux as presenter. The same index separately lists an October Meteoric transaction briefing.
- Lynas · Leadership teamAccessed 6 November 2026
Pol Le Roux commenced as interim CEO on 1 July 2026, following service as chief operating officer.
- MP Materials · Q3 2026 results5 November 2026
MP reports 1,018 metric tonnes of separated NdPr production for Q3 and reports completing magnet qualification for GM. Project milestones remain subject to the filing’s qualifications.
- MP Materials · Apple recycling agreement15 July 2025
MP announced a definitive long-term agreement to supply magnets using recycled feedstock. Contract scope is company-reported.
- MP Materials · Northlake 10X site2026 announcement
MP selected a Texas location for 10X. Future capacity and delivery remain conditional.
- MP Materials · Company and operationsAccessed 6 November 2026
The company describes a U.S. supply chain spanning mining, processing, metallisation and magnet manufacturing.
- USA Rare Earth · Serra Verde combination completed4 September 2026
USA Rare Earth announced completion of the combination with Brazilian producer Serra Verde.
- USA Rare Earth · CEO transition completed1 October 2026
CEO Thras Moraitis identified integration, execution and customer reliability as priorities.
- USA Rare Earth · Less Common Metals acquisition closed18 November 2025
USA Rare Earth reports closing its acquisition of the UK rare-earth metals and alloys business.
- USA Rare Earth · Q2 2026 results10 August 2026
The company described its metal and magnet manufacturing footprint, hydrometallurgical work and longer-term plans.
- Neo Performance Materials · Estonia magnet facility14 September 2026
Neo reported commercial sintered magnet shipments to a Tier 1 traction-motor customer after an initial automotive qualification cycle.