Insights
Commercial demand
Bloomberg Intelligence · 2025
World scrambles for rare earths to erode China's dominance from 90% to 69%
Western capex accelerates to win pricing power; provenance becomes the basis for price premiums.
Read source (opens in new tab)Fortune · 2026-05-26
America's manufacturing Achilles heel: McKinsey's warning on rare earths
Manufacturers face concentrated rare-earth exposure across automotive and industrial supply chains.
Read source (opens in new tab)The New York Times · 2025-06-09
China's samarium controls and fighter-jet supply chains
Samarium-cobalt magnets show how a single material can stall defense production.
Read source (opens in new tab)Reuters · 2026-09-24
China's rare earths dominance overshadows US–China talks
Export controls on heavy rare earths push Western supply chains toward sovereign, traceable alternatives.
Read source (opens in new tab)S&P Global Market Intelligence · 2026-04
Rare earths policy and economic resilience drive new magnet supply chains
Policy support is reshaping magnet supply chains outside China.
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Regulation
Authoritative legal drivers
Acquisition.gov · 2027-01-01
DFARS 252.225-7052 — Restriction on acquisition of certain magnets, tantalum and tungsten
From 1 January 2027 the restriction extends across the magnet supply chain, from mining to production.
Read source (opens in new tab)Federal Register · 2021-03-01
Executive Order 14017 — America's Supply Chains
Directed the 100-day review that identified critical minerals as a priority supply-chain risk.
Read source (opens in new tab)EUR-Lex · 2023
Regulation (EU) 2023/1542 — Batteries and waste batteries
Introduces the battery passport and supply-chain due diligence obligations.
Read source (opens in new tab)EUR-Lex · 2024
Regulation (EU) 2024/1252 — Critical Raw Materials Act
Sets EU benchmarks for extraction, processing and recycling and requires supply-risk monitoring.
Read source (opens in new tab)EUR-Lex · 2024
Regulation (EU) 2024/1781 — Ecodesign for Sustainable Products (Digital Product Passport)
Establishes the Digital Product Passport framework across product groups.
Read source (opens in new tab)U.S. SEC
Conflict minerals disclosure — small business compliance guide
Disclosure obligations for tin, tantalum, tungsten and gold in supply chains.
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