Pricing
RareEarthsIntel is a rare earth intelligence terminal. Public data is visible. The interpretation layer is gated. Built for investors, operators, and government teams mapping where to support supply chains and why.
RareEarthsIntel
Structured terminal and datasets: node-first mapping, trackers, price series, and a live news wire.
The Rare Earths Trader
Substack →Long-form investment research: theses, company deep-dives, and market structure commentary.
Free
$0
Public access
- Node Map and platform structure
- Trackers (core rows + project notes)
- REE Prices and charts
- REE References and technical primers
- News wire and analysis index
- Capacity visibility (where available)
REI Pro
$99
/mo
$1,188 $990/year (save 2 months)
Interpretation layer
- REI's Take (commissioning risk, pathway viability, financeability)
- Separation-gated overlays and structural risk signals
- Export tools (CSV) as datasets expand
- Quarterly structural updates
- Built for investors and operators who need a decision-grade view
- Useful for government teams prioritizing node funding and qualification paths
Research publication is separate: The Rare Earths Trader.
Institutional
$3,500
/yr
Multi-seat + decision support
- Multi-seat access
- Early data refresh windows (as coverage expands)
- Advanced export formats
- Direct access to our team for strategy discussions
- Priority support for node-level decisions
If you are evaluating government support programs, this tier is built for stakeholder alignment and node prioritization.
Research publication
The Rare Earths Trader is our long-form research letter on Substack.
What it is
Narrative research and investment interpretation: theses, deep-dives, and market structure.
Who it's for
Readers who want a clear view of what matters and what is likely to happen next.
Relationship to REI
REI is the terminal and datasets. The Rare Earths Trader is the publication. They complement each other, but are priced separately.
What is “REI's Take”?
REI's Take is the interpretation layer. It translates public announcements and datasets into a financeable view of reality: commissioning risk, partner credibility, qualification timelines, and which projects have a plausible path through the separation bottleneck.