01 / VALUE CHAIN
Follow the material
Trace concentrates, oxides, metals, alloys and finished magnets through six industrial stages.
Explore the stages Follow the material
INDEPENDENT RARE-EARTH INTELLIGENCE
From mineral
to magnet.
Follow the materials, processing stages and supplier decisions behind the world’s most concentrated industrial supply chains.
THE CONCENTRATION PICTURE
2024 estimates · IEA60%China’s share of magnet rare-earth mining
91%China’s share of magnet rare-earth refining
94%China’s share of sintered permanent magnet production
THE INDUSTRY IN CONTEXT
Where supply becomes usable.
A deposit, a separated oxide and a qualified magnet solve different problems. See what each stage delivers and where the handoffs need evidence.
02 / ELEMENTS
Understand the four
Compare neodymium, praseodymium, dysprosium and terbium and the sourcing questions each raises.
Open the reference Understand the four03 / PROJECTS
Read the milestones
Filter a sourced register of operating facilities, completed transactions and announced plans.
Explore projects Read the milestonesFEATURED TOOL / SUPPLY LAB
What if a critical route stops shipping?
Test an interruption against usable inventory, unaffected supply and a qualified standby route. See when the first gap appears and export the daily assumptions and results.
Run a supply scenario01Define what arrivesUse the same material and unit across routes.
02Model the disruptionSet the exposed share, days and stock buffer.
03Test standby coverageApply lead time before replacement supply starts.
FIELD NOTES / NOVEMBER 2026
Read beyond the headline.
MARKET STRUCTURE
Three different concentrations
Read mining, refining and magnet manufacturing statistics on their correct denominators.
Read the brief Three different concentrationsMIDSTREAM
The separation bottleneck
Distinguish feedstock compatibility from separation output and customer acceptance.
Read the brief The separation bottleneckDOWNSTREAM
Why magnet qualification matters
A repeatable evidence pack for design, grade, process changes and continuity.
Read the brief Why magnet qualification mattersAPPLY THE RESEARCH
Take the next decision into the lab.
Estimate finished magnet requirements or model a supply interruption with your own assumptions.