Rare Earth Supply Chains Beyond China: Risks for Buyers
This video examines why rare earth minerals have become a strategic sourcing issue for manufacturers of modern technology. It explains China’s dominant role in production and processing, the use of export leverage in trade disputes, and the environmental and investment challenges behind new supply routes. Buyers, importers, and procurement teams evaluating mineral suppliers can use the discussion to understand where concentration risk enters the supply chain. The report also looks at Lynas, Meteoric Resources, and MP Materials, showing how Western support and long term capital may affect alternative mining and processing capacity. Watch for context on supplier diversification, country risk, and the time required to develop rare earth sources outside China.
Suppliers
United States
Rare Element Resources Ltd
Strategic materials company focused on delivering rare earth products for technology, energy and defense applications by advancing the Bear
Germany
Heliatek GmbH
This manufacturer produces HeliaSol, the world's only commercially available and IEC certified organic photovoltaic solar films designed for
Canada
HELIENE Inc.
Manufactures solar photovoltaic modules for solar projects, including modules positioned to meet FEOC-free, domestic content and IRA-complia
Australia
Tivan Ltd
Diversified critical minerals company based in Darwin and focused on projects across northern Australia and Timor-Leste. Its portfolio inclu
Australia
Ampcontrol Pty Ltd
Provides electrical, electronic and control solutions for energy, infrastructure and resources operations. Its offerings cover electrificati
Articles
The Importance of Greenland
Greenland has moved into the spotlight as global industries search for reliable sources of critical minerals. The island’s geology contains
Future of the Energy and Minerals
The energy and minerals sector sits at the center of global economic activity, shaping everything from industrial output to geopolitical str
Mining Costs in 2026: The Industry Is Splitting in Two
The earth is not getting any easier to mine, and the bills are proving it. Persistent inflation, rising energy costs, and declining ore grad
Australian Renewable Energy Supplier Comparison Guide
Australia added over 10 GW of new renewable generation capacity commitments across utility scale solar, wind, and storage in the twelve mont
The Strategic Role of Critical Minerals
Clean energy systems rely on a far broader mix of minerals than the technologies they are replacing. Electric vehicles, grid scale batteries
Videos
Debunking the idea that rare earth metals are rare
Rare earth metals refer to a group of seventeen elements that are surprisingly common in the Earth’s crust, though they are rarely found in
China's Lead in Fusion: What It Means for Energy Supply Chains
This video tracks the high stakes race between China and the United States to commercialize nuclear fusion and explains why the outcome matt
The Magnet That Could Change Everything We Know About Energy
The race to power the future with clean energy has one major problem nobody is talking about: the most critical component in the entire syst
How Yangtze Valley Became the World’s Hydropower Hub
This video takes you inside China’s campaign to harness the Yangtze with an unprecedented chain of dams, spotlighting the colossal Baihetan
America’s Next Big Challenge Finding Enough Metals
The clean energy future sounds exciting until you realize it runs on metals the US can barely produce right now. In this video, we break dow