Supply-chain input · Material
Rare-earth metal and alloy
Reduced rare-earth metals (NdPr, Dy, Tb, Sm) and master alloys, the step between separated oxide and magnet.
Constraint
Why supply is constrained
Metal-making is a thin link outside China: Less Common Metals (UK, now USA Rare Earth) is the main scaled ex-China producer, with MP Materials, Phoenix Tailings and others ramping up. China's 2023 technology export ban covers rare-earth metal and alloy production technology.
Producers3
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 · 1
This input
Rare-earth metal and alloy
Downstream · needed by · 1
Upstream: what this input is made from or processed with. Downstream: what is made from it.
Who needs it1
Technologies· 1
Supply deals1
| Supplier | Customer | For | Notes | Conf. |
|---|---|---|---|---|
| MP Materials | General Motors | — | — | Confirmed |
Facilities1
| Facility | Owner | Kind | Location | Status | Confidence |
|---|---|---|---|---|---|
| Independence magnet facility | MP Materials | Factory | Fort Worth, Texas, United States | Operating | Confirmed |
- MP MaterialsFactory · Fort Worth, Texas, United StatesOperatingConfirmed
News1
Sources4
Profile1
- 1
International Energy Agency · May 21, 2025 · Supports Input
“These proposed export controls follow China’s December 2023 export ban on rare earth extraction and separation technologies.”
Supply chain3
- 2Government recordOffice of Strategic Capital Signs $500 Million Conditional Loan Commitment With Phoenix Tailings
U.S. Department of War · Jun 16, 2026 · Supports Organization input
“The company currently operates two metallization facilities located in Burlington, Massachusetts, and Exeter, New Hampshire.”
- 3Regulatory filingMP Materials Corp. Form 10-K for fiscal year 2025
MP Materials Corp. (SEC) · Feb 26, 2026 · Supports Organization input, Supply relationship
“we collected all required prepayments for the sale of magnetic precursor products (i.e., NdPr metal) totaling $150.0 million”
- 4
USA Rare Earth (GlobeNewswire) · Nov 18, 2025 · Supports Input, Organization input
“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.”
Each fact on this page is attached to the sources that support it. Archived copies are linked when we keep one.