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Supply-chain input · Component

NdFeB permanent magnets

Sintered or bonded neodymium-iron-boron magnets used in electric motors, actuators and guidance systems.

CriticalComponent
Producers
7
0 consumers tracked
Upstream
3
1 downstream
Needed by
0
0 technologies · 0 products
Trade controls
5
2 issuers
Sources
17
Cited on this page

Constraint

Why supply is constrained

Critical

China made 94% of sintered and 80% of bonded permanent magnets in 2024 (IEA). From 1 January 2027, DFARS 225.7018 bars DoD from buying covered magnets whose materials were mined, refined, separated, melted or produced in China, Russia, North Korea or Iran. US capacity is small but growing: MP Materials (Fort Worth, 10X), Vulcan Elements, Noveon, USA Rare Earth, e-VAC, with Neo in Estonia.

Producers7

Capacity and global share as reported; shares from different years and sources may not add up. Bars compare producers on this page only.

Dependencies

Upstream · needs · 3

This input

NdFeB permanent magnets

Critical

Downstream · needed by · 1

Upstream: what this input is made from or processed with. Downstream: what is made from it.

Supply deals4

Supplier to customer relationships
SupplierCustomerForNotesConf.
MP MaterialsApple—$500M recycled-magnet partnership announced July 2025; shipments expected from 2027.Confirmed
MP MaterialsU.S. Department of Defense—Offtake guarantee for the planned 10X facility, part of the July 2025 DoD partnership.Confirmed
Noveon MagneticsNidec Motor Corporation—5-year binding offtake, potentially over 1,000 tons.Confirmed
Vulcan ElementsU.S. Army—Magnet supplier for the Army SkyFoundry small-drone production initiative.Reported

Facilities7

Trade controls5

News4

Sources17

Profile2

  1. 1
    CompanyUSA Rare Earth Closes Acquisition of Less Common Metals

    USA Rare Earth (GlobeNewswire) · Nov 18, 2025 · Supports Input · input dependency:rare-earth-metal-and-alloy

    “LCM is the leading scaled ex-China rare earth metal and alloy manufacturer, with established leadership in Samarium, Samarium Cobalt and Neodymium Praseodymium metals and alloys.”
  2. 2
    ResearchGlobal Critical Minerals Outlook 2025

    International Energy Agency · May 21, 2025 · Supports Input, Input · input dependency:dysprosium-terbium

    “its share in the production of these magnets has expanded massively to reach 94% and 80% respectively in 2024.”

Supply chain8

  1. 3
    NewsUS Army Picks Vulcan Elements to Supply Magnets for SkyFoundry Drones

    The Defense Post · Sep 28, 2026 · Supports Supply relationship

    “The US Army has selected Vulcan Elements to supply rare earth magnets for SkyFoundry, its initiative to develop and manufacture small drones in the US.”
  2. 4
    CompanyUSA Rare Earth Achieves Major Operational and Strategic Milestone with Commissioning of Phase 1a

    USA Rare Earth (GlobeNewswire) · Mar 26, 2026 · Supports Organization input

    “Phase 1a is expected to ramp to a run rate capacity of 600 mtpa by the end of Q4 2026”
  3. 5
    Regulatory filingMP Materials Corp. Form 10-K for fiscal year 2025

    MP Materials Corp. (SEC) · Feb 26, 2026 · Supports Organization input, Supply relationship

    “it will produce an estimated 7,000 MTs of magnets per year”
  4. 6
    Government recordGovernor Stein Announces Vulcan Elements Selects Johnston County for 1,000-Job Magnet Factory

    Office of the Governor of North Carolina · Nov 18, 2025 · Supports Organization input

    “This manufacturing plant will achieve 10,000 metric tonnes of magnet production capacity”
  5. 7
    CompanyNeo Performance Materials Opens State-of-the-Art Permanent Magnet Facility in Europe

    Neo Performance Materials · Sep 22, 2025 · Supports Organization input

    “projected to produce 2,000 mt/year of magnets in its first phase (1A), with plans to scale to over 5,000 mt/year in Phase 1B”
  6. 8
    NewsVulcan Elements wins Pentagon deals as $65M round fuels expansion

    Defense News · Aug 25, 2025 · Supports Organization input

    “move beyond its current 10-metric-tonnes-producing pilot facility in Durham”
  7. 9
    Regulatory filingMP Materials Announces Transformational Public-Private Partnership with the Department of Defense (8-K Ex. 99.1)

    MP Materials Corp. (SEC) · Jul 10, 2025 · Supports Supply relationship

    “DoD has agreed to ensure that 100% of the magnets produced at the 10X Facility will be purchased by defense and commercial customers”
  8. 10
    CompanyNidec & Noveon Magnetics Enter Off-Take Agreement for Rare Earth Magnets, Strengthening U.S. Supply Chain Resilience

    Nidec Motor Corporation · Feb 3, 2025 · Supports Organization input, Supply relationship

    “a 5-year, binding off-take agreement with the potential to supply more than 1,000 tons of total off-take of finished sintered NdFeB rare earth magnets”

Trade controls7

  1. 11
    Government record商务部、海关总署公告2025年第70号

    Ministry of Commerce of the People's Republic of China · Nov 7, 2025 · Supports Trade control

    “经批准，自即日起至2026年11月10日，商务部、海关总署公告2025年第55号、56号、57号、58号，及商务部公告2025年第61号、62号暂停实施。”
  2. 12
    Government record商务部公告2025第61号 公布对境外相关稀土物项实施出口管制的决定

    Ministry of Commerce of the People's Republic of China · Oct 9, 2025 · Supports Trade control

    “附件1第一部分所列物项占境外制造的附件1第二部分所列物项的价值比例达到0.1%及以上的”
  3. 13
    Government record商务部 海关总署公告2025年第18号 公布对部分中重稀土相关物项实施出口管制的决定

    Ministry of Commerce of the People's Republic of China · Apr 4, 2025 · Supports Trade control

    “4. 含镝的钕铁硼永磁材料。”
  4. 14
    Regulatory filingNotice of Modification: China's Acts, Policies and Practices Related to Technology Transfer, Intellectual Property and Innovation

    Federal Register (USTR) · Sep 18, 2024 · Supports Trade control

    “Permanent magnets—Increase rate to 25% in 2026”
  5. 15
    Government record中国禁止出口限制出口技术目录

    Ministry of Commerce of the People's Republic of China · Dec 21, 2023 · Supports Trade control

    “3.钐钴、钕铁硼、铈磁体制备技术”
  6. 16
    Government record商务部 科技部公告2023年第57号

    Ministry of Commerce of the People's Republic of China · Dec 21, 2023 · Supports Trade control

    “现公布《中国禁止出口限制出口技术目录》，自公布之日起实施”
  7. 17
    Regulatory filing225.7018-2 Restriction.

    Acquisition.gov · Supports Input, Trade control

    “(2) Effective January 1, 2027, do not acquire any covered material mined, refined, separated, melted, or produced in any covered country”

Each fact on this page is attached to the sources that support it. Archived copies are linked when we keep one.