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Defdex

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

Critical

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

Critical

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

Who needs it1

Supply deals1

Supplier to customer relationships
SupplierCustomerForNotesConf.
MP MaterialsGeneral Motors——Confirmed

Facilities1

News1

Sources4

Profile1

  1. 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

  1. 2

    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.”
  2. 3

    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”
  3. 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.