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New projects, partnerships and policies are needed to address supply chain risks for rare earth elements - News - IEA
New IEA report highlights growing mismatch between accelerating use of rare earths across a wide range of technologies and slow pace of supply diversification globally Rare earth elements are moving rapidly to the forefront of global policy making for energy, transport, advanced manufacturing and digital technologies as demand continues to expand while supply chains remain highly concentrated, according to a new IEA report developed to inform G7 discussions this year.The importance of the 17 rare earth elements that underpin a wide range of technologies – from electric vehicles and AI data centres to robotics and defence systems – has grown sharply in recent years, driven largely by growing use of high-performance permanent magnets. Demand for magnet rare earths – notably neodymium, praseodymium, dysprosium and terbium – has doubled since 2015 and is projected to increase by more than 30% by 2030, according to the new report, Rare Earth Elements: pathways to secure and diversified supply chains, which aims to provide analytical support for discussions under France’s 2026 G7 Presidency. As automation and digitalisation accelerate, the report shows that demand for magnet rare earths will grow further beyond the end of this decade, based on today’s policy settings.“Rare earth elements are indispensable to many of the technologies shaping the Age of Electricity and our increasingly digitalised economies, yet their supply chains remain among the most concentrated of all critical minerals,” said IEA Executive Director Fatih Birol. “Recent disruptions have underlined how quickly these vulnerabilities can translate into real economic risks. Addressing them will require sustained investment, stronger resilience measures and deeper international cooperation.”Among all the critical minerals analysed by the IEA, rare earths are among the most concentrated geographically across each stage of the value chain. Today, China accounts for around 60% of global mined production of magnet rare earths, while its share of refining is above 90%. Its dominance is even starker in downstream segments, with almost 95% of permanent magnet production. Two decades ago, China represented only around half of global permanent magnet output.Recent developments have brought these vulnerabilities into sharper focus. Export controls introduced by China in 2025 led to significant short-term disruptions, with some manufacturers outside China facing difficulties in securing key inputs and, in ce...
r/science on Reddit: Solving the mystery that could help fusion reactors survive decades of use
| China's fusion reactor has successfully kept plasma stable at extreme densities, passing a major fusion milestone and bringing humanity closer to wielding near-limitless clean energy. ... Found this while exploring Reactor 4, is this for Valery Khodemchuk? The person whose body was never recovered from the Reactor 4 room? ... EXCLUSIVE: Scientists Just Cracked One of the Last Barriers Blocking Commercial Fusion Energy 🔥💥
The Pentagon Attempts to Crack China's Rare Earths Monopoly
Rare earth elements are key to modern industrial, consumer, and military technology. China's dominance in rare earths mining, refining, and manufacturing is being challenged by the U.S. government.
Why China’s ‘Rare Earth Card’ Is Unlikely to Become a Lasting Geopolitical Lever
China’s dominance in rare earths is better understood as a form of geoeconomic advantage: it is willing to maintain a supply chain that other countries are reluctant to engage in deeply, by tolerating lower environmental standards, weaker cost internalization mechanisms, and stronger state coordination.
