Mining
Rare earth magnets
Mining, separation, and NdFeB magnet production for EVs, wind, and defense.
Curated sector reports
Rare earth magnets
Mining·⚠ Separation & magnet sintering capacity
Key chokepoints (3)
Rare earth mining & concentrate
⚠ active chokepoint
China controls most separation capacity; Myanmar clay exports are geopolitically fragile.
Related tickers: MP
Separation & oxide production
⚠ active chokepoint
Separation chemistry expertise and environmental permits limit Western capacity additions.
NdFeB magnet manufacturing
⚠ active chokepoint
China produces most finished magnets; non-Chinese auto OEMs seek qualified second sources.