About

RareEarthsIntel is a research platform focused on rare earth supply chains, separation capacity, structural chokepoints, and government capital flows.

The platform applies a node-first framework, recognizing that separation capacity — not ore availability — is the primary constraint in Western rare earth supply chains.

Analysis is structured around financeability, capital formation, and realistic price signals rather than speculative demand narratives.

RareEarthsIntel complements The Rare Earth Trader by providing evergreen primers, living capacity tables, and structured reference materials.