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METAL INTEL · COMMODITY INTELLIGENCE MODULE

Global Rare Earths Outlook 2026–2030

Beyond the Resource: China, Magnet Materials and the Economics of Building an Independent Supply Chain

Independent Outlook + Intelligence Dataset · Issue No. 2

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Global Rare Earths Outlook 2026–2030 report cover
THE MODULE

Look beyond resources to the economics of an independent supply chain.

This module combines Core Consultants’ independent assessment of the rare earths market with the underlying asset, supply, separation, magnet, project and economic data used to form our conclusions.

Coverage period
2026–2030

Research format
Strategic Outlook + queryable dataset

Prepared by
Lara Smith, Core Consultants
WHAT YOU RECEIVE

Analysis supported by accessible underlying intelligence.

Market Outlook

Supply, demand, trade, pricing and policy across rare earth mining, separation, metals, alloys and magnets.

Intelligence Dataset

Structured asset, ownership, capacity, product, processing, project and economic data for interrogation and comparison.

Decision Implications

Independent conclusions for investors, producers, industrial users, governments and supply-chain participants.

KEY QUESTIONS

What the Rare Earths module helps you assess

Where does China retain decisive control beyond the mine?
Which non-Chinese projects have credible routes to market?
Where are separation, metal, alloy and magnet bottlenecks?
How do export permissions and end-user controls change trade?
Which materials and applications drive value rather than volume?
Can an independent supply chain compete at realistic economics?
DESIGNED FOR DECISION-MAKERS

Built for organisations committing capital, supply or policy support.

Relevant to mining companies, institutional investors, private capital, magnet and component manufacturers, strategic buyers, government agencies and development finance institutions requiring an independent view of value-chain economics and project credibility.

Scope, dataset fields and access arrangements can be discussed for institutional subscriptions.

Access the Rare Earths Commodity Intelligence Module

Register for Metal Intel or speak with Core Consultants about institutional access, dataset requirements and research support.

Download Complimentary ReportDiscuss Institutional Access
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