Rare Earth Elements: Investment Resource and Supply Chain Authority
Rare Earth Investing delivers analytical research across the entire rare earth commodity investment journey. We focus exclusively on the 17 rare earth elements - scandium, yttrium, and the 15 lanthanides - and provide data-rich perspectives on supply chains, market dynamics, geopolitics, and investable opportunities.
This resource exists because REE investing requires understanding three distinct layers: the physics of separation and refining, the geography of concentration risk, and the technical constraints that drive scarcity premiums even when absolute reserves are abundant.
Quick Stats
Source: USGS 2024
Updated: Jan 2025
Source: IEA Analysis
Updated: Q4 2024
Source: Supply Chain Analysis
Updated: Dec 2024
Core Topics
Rare Earth Elements
Master guide covering all 17 elements, classification systems (LREE vs HREE, magnet REEs), and why the "rare" label misleads investors about supply.
Supply Chain
From ore to magnet to motor. Deep dive into mining, concentration, separation, refining, and magnet manufacturing capacity constraints that drive investment dynamics.
Pricing
How REE prices actually work: benchmark assessments, contract structures, opacity, and drivers. Charts for key elements and price transmission mechanics.
Investing
Equity exposure, fund strategies, risks, portfolio construction, and due diligence frameworks for REE investors across all risk and liquidity profiles.
Stocks
High-intent equity resource. Sortable company list, producer vs developer vs separator profiles, key metrics, and industry comparisons.
ETFs & Funds
Fund universe analysis. Exposure quality scoring, holdings breakdown, liquidity assessment, and indirect exposure routes through materials and mining funds.
Data and Research
Production by Country
Global REE production volumes, major producers, concentration risk metrics. Updated annually with USGS data.
Reserves and Resources
Definitions, caveats, and why reserves figures mislead investors about scarcity. Geographic distribution.
Trade Flows
Export and import flows. Identify chokepoints, jurisdiction dependencies, and policy shock vectors.
Projects Database
Mining, separation, and magnet plant projects with status, timeline, and financing info.
Investment Journey
Research
Start with element fundamentals, supply chain mechanics, and pricing reality. Use data pages to validate investor thesis.
Understand Risk
Evaluate jurisdiction concentration, processing bottlenecks, substitution vectors, and geopolitical leverage.
Choose Vehicle
Equities, ETFs, mutual funds, or indirect exposure. Each offers different risk-return and liquidity profiles.
Conduct Due Diligence
Apply screening frameworks. Validate off-takes, capex, processing capability, and management teams.
Build Position
Diversify across geography, stage, and bottleneck exposure. Monitor for catalyst events and policy shifts.
Element Deep Dives
Every one of the 17 rare earth elements has dedicated pages across multiple intents: fundamentals, applications, supply chain mechanics, pricing analysis, stocks, ETFs, geopolitics, and future outlook.
Scandium & Yttrium
Standalone investing clusters with independent supply chains and end markets.
Light REEs (LREE)
Lanthanum, Cerium, Praseodymium, Neodymium, Promethium, Samarium.
Heavy REEs (HREE)
Europium, Gadolinium, Terbium, Dysprosium, Holmium, Erbium, Thulium, Ytterbium, Lutetium.
Magnet REEs
Neodymium, Praseodymium, Dysprosium, Terbium. The critical investment cluster driving EV and wind demand.