🌍 Critical Minerals Intelligence Platform

Comprehensive tracking of rare earth elements for policy, industry & investment decisions

Total REE Production
280K
tons/year (2024)
China Market Share
60%
Global dominance
Critical Elements
5
Highest supply risk
Avg Price Growth
+18%
Year-over-year (2023-24)

📍 Global Mining Operations

📊 Production by Country

🎯 End-Use Applications

⚛️ Periodic Table - Rare Earth Elements Highlighted

Rare Earth Elements (Critical minerals tracked)
Other Elements
Lanthanide Series (Rare Earths)

📋 Critical Element Database

Element Symbol Atomic # Criticality Primary Applications Supply Risk

🔄 Rare Earth Supply Chain Workflow

⛏️

Mining

Ore extraction
3-5% REE content

→
⚗️

Separation

Chemical processing
Individual elements

→
🏭

Refining

Purification
99.9% purity

→
🔧

Manufacturing

Magnets, alloys
Components

→
🚗

End Products

EVs, turbines
Electronics

⏱️ Lead Time Analysis

🔄 Recycling Status

🌍 Import Dependency Analysis (2024)

Country/Region Import Dependency Primary Source Risk Assessment
🇺🇸 United States 80% China High Risk
🇪🇺 European Union 98% China Critical
🇯🇵 Japan 100% China Critical
🇦🇺 Australia 15% Domestic production Low Risk

📈 Price Trends (2015-2025)

📊 Production Volume Trends

🔮 Demand Forecast by Sector

💰 Price Volatility Index

📅 Key Market Events Timeline

Year Event Market Impact Price Change
2010 China implements export quotas Global supply shock +750%
2015 WTO rules against quotas - removed Price correction -60%
2019 US-China trade war escalates Market uncertainty +25%
2021 EV adoption accelerates globally Structural demand shift +140%
2024 US IRA drives domestic production Supply diversification begins +18%

🎯 Technology Roadmap: REE Usage by Application

Technology Sector Key REEs Required Quantity per Unit Annual Growth Rate Substitution Potential
🚗 Electric Vehicles Nd, Pr, Dy, Tb 0.5-1.5 kg per vehicle +25%/year Very Low
🌬️ Wind Turbines Nd, Pr, Dy 200-600 kg per MW +18%/year Medium
📱 Consumer Electronics Nd, La, Y, Eu 5-20 g per device +8%/year Medium
🛡️ Defense Systems Nd, Sm, Tb, Dy Classified +12%/year Critical - No Alternative
💡 LED Lighting Y, Eu, Tb 0.1-0.5 g per unit Stable High

🏛️ Government & Policy Makers

Strategic Priorities

  • Supply chain resilience & diversification
  • National security implications
  • Strategic reserve management
  • Trade policy & international cooperation
  • Domestic production incentives

Key Metrics

Import Dependency: 80% (US average)

Domestic Capacity: 20,000 tons/year

Strategic Reserves: 1.2M tons estimated

Risk Level: High

🏭 OEMs & Manufacturers

Business Critical Needs

  • Price forecasting & volatility management
  • Supplier reliability assessment
  • Alternative materials R&D roadmap
  • Inventory optimization strategies
  • Long-term contracting opportunities

Cost Analysis

Average Lead Time: 6-12 months

Price Volatility: ±35% annually

REE Cost per EV: $800-1,200

Alternatives: Limited Options

📊 Investors & Analysts

Investment Signals

  • Market concentration risk analysis
  • Emerging mining project pipeline
  • Technology disruption scenarios
  • ESG compliance & sustainability
  • Geopolitical risk hedging

Market Outlook

Market Size (2024): $8.5 billion

CAGR (2024-30): 12.4%

Projects Pipeline: 25+ globally

Investment Grade: Moderate Risk/High Growth

🌱 Environmental Impact

Sustainability Metrics

  • CO₂ Emissions: 8-12 tons per ton of REE produced
  • Water Usage: 10,000+ liters per ton
  • Land Disturbance: 0.5-2 hectares per year
  • Radioactive Waste: Significant concern in processing
  • Current Recycling Rate: <1% globally
  • 2030 Recycling Target: 15-20%