From mine to magnet: “Are we nearly there yet?”

2026

Open publication workspace · Sign in to read the full PDF.

AI-generated summary

1) This report evaluates the real-world feasibility and timeline of establishing a China-free rare earth-to-magnet supply chain, highlighting critical chokepoints, geopolitical risks, and economic hurdles that make total decoupling a long-term challenge.
2)
- Analyzes the global rare earth-to-magnet supply chain, current reserves, and the heavy dominance of China in processing and refining.
- Examines recent investments and investments needed across mining, separation, and magnet production, revealing significant capacity asymmetries.
- Discusses geopolitical dependencies, alliance friction, and the necessity of subsidies or market segmentation to maintain higher-cost non-Chinese alternatives.
3) Tags: rare earths, supply chain, China dependency, permanent magnets, critical minerals

Check the original publication for accuracy and context.