MP Materials: Leading US rare earth producer scaling magnet supply chain, benefiting from EV demand, government funding, strategic domestic processing expansion plans.
Lynas Rare Earths: Australia based producer expanding separation capacity, securing long term contracts, strengthening non China supply diversification for global clean energy industries.
China Northern Rare Earth: Dominant state backed supplier controlling large reserves, pricing power advantage, critical role in permanent magnet manufacturing ecosystem worldwide.
Energy Fuels: Transitioning uranium assets toward rare earth processing, leveraging US infrastructure, producing mixed carbonate for domestic strategic material independence goals.
Arafura Rare Earths: Advancing Nolans project with offtake agreements, vertically integrated model, exposure to NdPr demand from electric mobility and wind sectors.
Vital Metals: Early stage producer focusing on light rare earth output, securing North American customers, positioning for future resource expansion and partnerships.
Neo Performance Materials: Specialist in advanced magnet materials and separation technologies, diversified revenue streams, strong exposure to high growth electric vehicle markets.
Rainbow Rare Earths: Low cost processing strategy using phosphogypsum feedstock, scalable recovery model, targeting sustainable supply for European permanent magnet manufacturers.