Rare earth magnets supply chain chokepoints

category tradeable chokepoint

How scores are shown

Criticality comes from the trace model and describes the node's dependency importance.

Evidence comes from the canonical Vein Graph: AI assertions, user corrections, and external sources.

Completeness is a data-coverage label based on available summary, evidence, sources, tickers, and chokepoint rationale.

Dynamic claims are capped below 100% and AI-only edges remain labeled as inferred. Model: trace-score-v1.

Rare earth mining & concentrate90% confidence — China controls most separation capacity; Myanmar clay exports are geopolitically fragile.

Separation & oxide production90% confidence — Separation chemistry expertise and environmental permits limit Western capacity additions.

NdFeB magnet manufacturing90% confidence — China produces most finished magnets; non-Chinese auto OEMs seek qualified second sources.

Rare earth magnet supply chainCritical minerals

From ore concentrates through separation to permanent magnets in motors and actuators.

Criticality: unknownEvidence: UnverifiedCompleteness: thin

Rare earth mining & concentrateMining⚠ chokepoint

Ion-adsorption clays in Myanmar/China and hard-rock deposits in the US and Australia.

China controls most separation capacity; Myanmar clay exports are geopolitically fragile.90% confidence

MP—MP Materialsstock

ProducerSupplies into this nodeSupply-chain context only — not investment advice.

Criticality: highEvidence: UnverifiedCompleteness: partial

Separation & oxide productionProcessing⚠ chokepoint

Solvent extraction producing neodymium-praseodymium (NdPr) oxides.

Separation chemistry expertise and environmental permits limit Western capacity additions.90% confidence

Criticality: highEvidence: UnverifiedCompleteness: partial

— core tradeable element

NdFeB magnet manufacturingManufacturing⚠ chokepoint

Sintered permanent magnets for traction motors and wind generators.

China produces most finished magnets; non-Chinese auto OEMs seek qualified second sources.90% confidence

Criticality: highEvidence: UnverifiedCompleteness: partial

— core tradeable element

Heavy rare earths (Dy, Tb)Materialshigh criticality

Dysprosium and terbium additions for high-temperature magnet performance.

Criticality: highEvidence: UnverifiedCompleteness: thin

— core tradeable element

Magnet recycling & scrap loopsRecyclingmedium criticality

Emerging hydromet and magnet-to-magnet recycling to offset primary mine supply.

Criticality: mediumEvidence: UnverifiedCompleteness: thin

— core tradeable element

Generated analysis — not investment advice.

Loading page…