Supply-chain input · Manufacturing capacity
Rare-earth separation capacity
Solvent-extraction and other plants that separate mixed rare-earth concentrate into individual oxides.
Constraint
Why supply is constrained
The top three countries held 97% of refined magnet rare-earth output in 2024; IEA projects 92% in 2030 even with announced projects. China banned export of rare-earth extraction and separation technology in December 2023 and widened technology controls in October 2025 (suspended to November 2026). New entrants (Ucore, ReElement, Maglut) are trying chromatography and other alternatives to solvent extraction.
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 separation capacity
Downstream · needed by · 2
Upstream: what this input is made from or processed with. Downstream: what is made from it.
Who needs it1
Technologies· 1
Facilities2
| Facility | Owner | Kind | Location | Status | Confidence |
|---|---|---|---|---|---|
| Louisiana Strategic Metals Complex | Ucore Rare Metals | Refinery | Alexandria, Louisiana, United States | Planned | Reported |
| Maglut pilot-scale facility, Long Beach | Maglut Heavy Industries | Lab | Long Beach, California, United States | Operating | Reported |
- Ucore Rare MetalsRefinery · Alexandria, Louisiana, United StatesPlannedReported
- Maglut Heavy IndustriesLab · Long Beach, California, United StatesOperatingReported
Trade controls2
- MOFCOM Announcement No. 62 of 2025China · Export control · Oct 9, 2025Export controls on rare-earth mining, separation, metal smelting, magnet manufacturing and recycling technology, and on unlicensed assistance by Chinese persons to overseas rare-earth activity. Suspended by MOFCOM/GAC Announcement No. 70 of 2025 from 2025-11-07 until 2026-11-10.
- MOFCOM/MOST Announcement No. 57 of 2023 (Catalogue of Technologies Prohibited and Restricted from Export)China · Export ban · Dec 21, 2023Adds rare-earth extraction and separation technology, rare-earth metal and alloy production technology to the prohibited technology export list.
News3
- Aug 26, 2026NewsMINING.COMMaglut Heavy Industries unveils US rare earth processing strategy
- Aug 26, 2026CompanyBusiness WireMaglut Heavy Industries Emerges from Stealth to Rebuild America's Rare Earth Processing Capacity
- Nov 7, 2025Government record (high significance)Ministry of Commerce of the People's Republic of China商务部、海关总署公告2025年第70号
Sources10
Profile1
- 1Regulatory filingReplacement: US Strategic RE Separation MoU
Ferro-Alloy Resources Limited (RNS) · Sep 23, 2026 · Supports Input · input dependency:mixed-rare-earth-concentrate
“The Company would supply Maglut with up to 1,000 tonnes per annum of MREC as a by-product of vanadium processing from the Project.”
Supply chain4
- 2
Los Angeles Times · Aug 27, 2026 · Supports Organization input
“The company has validated its ARC-1 process at pilot scale, separating real-world feedstock into individual rare earth oxides at 99.9% purity and higher.”
- 3
MINING.COM · Aug 26, 2026 · Supports Organization input
“While solvent extraction is the labor- and energy-intensive method historically used domestically and abroad, Maglut said its water-based process is designed to separate rare earth elements at a globally-competitive cost.”
- 4
Ucore Rare Metals (Newsfile) · May 28, 2026 · Supports Organization input
“≈9,000 tpa of TREO”
- 5Government recordOffice of Strategic Capital Agrees to Joint $700M Conditional Loan Commitment with Vulcan Elements and ReElement Technologies
U.S. Department of War · Nov 21, 2025 · Supports Organization input
“The OSC commitment includes two separate loans, one to Vulcan for $620 million and one to ReElement for $80 million.”
Trade controls5
- 6Government 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。”
- 7Government record商务部公告2025第62号 公布对稀土相关技术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
“本公告所称“磁材制造”技术,是指钐钴、钕铁硼、铈磁体制造技术。”
- 8
International Energy Agency · May 21, 2025 · Supports Input, Trade control
“share of the top three refining countries remaining high, falling only marginally from 97% today to 92% in 2030.”
- 9Government 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”
- 10Government 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”
Each fact on this page is attached to the sources that support it. Archived copies are linked when we keep one.