About
RareEarthsIntel is a rare earth intelligence terminal built for investors, operators, and government teams who need a decision-grade view of Western supply chains — not a news aggregator or a generalist commodity database.
The platform maps the rare earth supply chain from mine to magnet across six nodes: mining, concentrate, MREC, separation, metal, and magnet. Every facility and upstream project is tracked, scored, and interpreted against a single question: what does this asset actually contribute to Western supply chain independence, and is the underlying claim credible?
The separation bottleneck
Ore availability is not the constraint in Western rare earth supply chains. Separation capacity is. There are dozens of upstream mining projects in development across Australia, Canada, the United States, and Africa. There are fewer than ten commercially operating separation facilities outside China — and most of them are not Western-linked.
A project that cannot demonstrate a credible path to separated oxide is not a supply chain solution. It is a mining story. REI is built around that distinction. Every upstream project is rated on whether it has a committed, credible separation pathway. Every separation facility is rated on feedstock security, capital credibility, and execution track record.
What REI Pro unlocks
Public access shows the structure. Pro unlocks the interpretation layer.
Every tracked facility and upstream project has a written interpretation covering commissioning risk, partner credibility, feedstock security, and financeability. Updated as new evidence is logged. No hollow adjectives — comparative, specific, investment-usable.
Every asset is scored 0–100 across five dimensions: separation, feedstock, capital, execution, and strategic importance. FSI scores measure how critical each node would be to the Western chain if built. Sortable league tables across all upstream projects and facilities.
Each asset has a dedicated profile page with score breakdowns, evidence timelines, capacity data, and sourced intelligence. Evidence is logged chronologically with positive signals and red flags called out explicitly.
Separation overlay on the terminal map, western link status, gating filters, and government funding tracker. See which upstream projects are separation-gated, which have committed western offtake, and which government programs have confirmed capital awards.
Who uses REI
Investors and fund analysts — mapping which upstream projects have credible separation pathways, comparing facility credibility scores before taking positions, and tracking evidence as it emerges rather than relying on company announcements.
Mining operators and OEMs — identifying where the supply chain is genuinely thin, which separation facilities are operating versus announced, and where capital is actually flowing versus where it is being discussed.
Government and policy teams — evaluating which nodes warrant support funding, understanding FSI scores for strategic prioritization, and tracking the full mine-to-magnet chain rather than individual project announcements.
The framework
REI applies a node-first framework. The supply chain is mapped as a sequence of processing nodes — each one a potential bottleneck — rather than as a list of companies or projects. An upstream mining project is only as valuable as its downstream processing pathway. A separation facility is only as secure as its feedstock supply. REI scores and interprets each node in that context.
Analysis is structured around financeability and execution credibility rather than speculative demand narratives or market cap. The goal is a decision-grade view of reality: which assets are real, which are stories, and which ones actually move the needle for Western supply chain independence.
REI is the terminal and datasets. The Rare Earths Trader is the long-form research publication — theses, company deep-dives, and market structure commentary published on Substack. They complement each other but are priced separately.
The Rare Earths Trader on Substack →