Framework & References
RareEarthsIntel applies a node-first framework. The primary constraint in Western rare earth supply chains is separation capacity, not ore availability. Upstream projects are therefore dependent on downstream processing nodes.
This reference library is structured to clarify what is financeable, what is capacity-constrained, and where structural chokepoints exist.
Node-first lens
- Separation capacity and element-specific flowsheets
- Government capital intervention and underwriting structures
- Price formation and qualification, not only demand narratives
- Integration risk across concentrate, MREC, oxides, metals, and magnets
Reference Pages
Evergreen primers on the supply chain, designed for clarity and reuse.
Rare Earth Separation
Live
Structure, constraints, and the chemical bottleneck
Open →
Mixed Rare Earth Carbonate (MREC)
Live
Role in the value chain, specs, and commercialization paths
Open →
NdPr Market Structure
Live
Pricing anchors, supply structure, and magnet demand dynamics
Open →
NdFeB Permanent Magnets
Live
How they are made, how grades work, and where they are used
Open →
REI Scoring Rubric
Live
How REI credibility scores are calculated across five dimensions
Open →
FSI Scoring Rubric
Live
How Facility Strategic Importance scores are calculated across six dimensions
Open →
REE Geology Primer
Planned
Deposit types, element distribution, and mineralogical implications
REE Mining Primer
Planned
Strip ratios, concentrate specs, and commercialization risk
Beneficiation Primer
Planned
From ore to concentrate: recovery pathways and impurity challenges