Rare Earth Elements
Magnet and polishing materials dominated by China
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
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Follows the graph · 1 entity
Full file coming soon. Rare Earth Elements's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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L5 Materials · Critical mineral · China (dominant) · chokepoint
Rare Earth Elements
Magnet and polishing materials dominated by China
- Links
- 2
- Deals from filings
- 0
- Exposed if it fails
- 0
- 0 within 2 steps
- It depends on
- 0
- 0 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
Rare earth elements (notably Nd, Pr, Dy, Tb for permanent magnets, plus cerium for wafer polishing) are essential to motors, HDD/actuators, cooling fans, and power-system magnets in datacenter and networking gear. China controls roughly 60-70% of mining and ~85-90% of refining/separation, and has progressively tightened export controls on rare-earth magnets and processing technology through 2024-2025. Western projects (MP Materials, Lynas, plus DoD-backed refining) are scaling but remain far short of breaking Chinese dominance.
Key facts
from its map entry- China refining share
- ~85-90% of separation/refining
- Key elements
- Nd, Pr, Dy, Tb (magnets); Ce (polishing)
- Controls
- 2024-25 magnet + tech export restrictions
- Western players
- MP Materials, Lynas, DoD-backed refiners
Pick a link to move the graph there: ·
Connections2 links
Pulled 28 Oct 2026 · AI Systems Map links
Policy
2Compare two: what Rare Earth Elements shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Data sources1 source
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| AI Systems Map links2 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.