Be respectful in your interactions with fellow members. You can Go Here to read our Terms and Rules. Visit My Profile to create your avatar and see your posts. If you to report a bug or issue, email us at support.GI US.com

Title: October 28, 2025 - SPECIAL REPORT: RARE EARTH METALS

GZB SPECIAL REPORT: RARE EARTH METALS

CHINA’S DOMINANCE IN RARE EARTH METALS

Rare earth metals are a set of 17 chemically similar elements integral for modern technologies, such as neodymium, used in magnets, lanthanum, used in camera lenses and batteries, and cerium, used in catalytic converters.

Key Takeaways:

• China has dominated the rare earth metals industry over the past three decades, currently accounting for over two-thirds of global production as of 2023.

• The United States has made a big comeback in rare earth metal production, particularly from 2017 onwards. U.S. production jumps from 15.4 kilotonnes in 2017 to 43 kilotonnes in 2023, indicating efforts to reduce reliance on Chinese supplies and boost domestic production.

• The world is mining more rare earth metals than ever. Production has jumped from 75.7 kilotonnes in 1995 to over 350 kilotonnes in 2023, reflecting the growing demand for these metals in high-tech applications.

RARE EARTHS CRITICAL TO U.S. SECURITY IN 2025

Key takeaways:

• A trade disruption of rhodium from South Africa was estimated to result in a net decrease of more than $64 billion in U.S. GDP over the course of one year.

• Similarly, a disruption of niobium from Brazil was estimated to result in a net decrease of more than $10.4 billion in the U.S. GDP.

• China was the leading contributor to the probability-weighted net decrease in U.S. GDP of 46 of the 84 mineral commodities examined, including all the rare earth elements, gallium, germanium, tungsten, and magnesium metal.

-END REPORT-