Data dashboard
The numbers behind the venture.
A consolidated view of the market, supply-chain concentration, and venture-level decisions. Figures are directional unless marked verified; sources are listed in the footer.
~0%
Rare earths used in permanent magnets
0%
Chinese share of refined output
0%
Chinese share of sintered magnets
0× since 2015
Magnet rare-earth demand growth
Supply-chain concentration, 2024
China vs rest of world across the value chain (%, IEA).
Magnet rare-earth demand
Indexed trajectory (2015 = 100), directional to 2030.
Position in the mine-to-magnet chain
Each model carries a different capital profile and proof requirement.
| Model | Description | Capital | Proof required |
|---|---|---|---|
| Feedstock aggregator | Secures concentrates, monazite, recycled magnets, or tailings-derived intermediates. | Low–medium | Supply contracts, assays, logistics, buyer demand. |
| Separation / oxide producer | Converts mixed REE feed to magnet-grade NdPr and selected HREE oxides. | High | Bench / pilot recovery, purity, reagent use, cost per kg. |
| Metal / alloy producer | Converts oxides to metals / alloy powder for magnet producers. | High | Qualified chemistry, oxygen control, customer specs. |
| Magnet manufacturer | Produces sintered or bonded NdFeB magnets. | Very high | Customer qualification, magnetic performance, yield, QA. |
Risk register
Top risks and current mitigations.
Commodity price volatility destroys margin
HighOfftake, price floors, government support, flexible feedstock.
CAPEX escalation
HighPhase build; modular pilot / demonstration before commercial plant.
Customer qualification outlasts runway
HighBegin LOIs and qualification conversations before plant decisions.
Policy support changes
MediumDo not count grants / tax credits as committed until secured.