A market at an inflection point
The global rare earths market is at an inflection point. China’s trade policies, global push for supply chain security and rising demand from the energy transition are fundamentally reshaping the industry for decades to come. The future of the market increasingly looks uncertain.
CRU’s Rare Earth Elements Special Report 2026 provides the independent, data-led view you need to navigate this new market reality.
Why This Matters Now
As the landscape shifts, critical strategic questions emerge. Will the ex. China and China prices bifurcate in? How is the rare earth supply chain changing globally? What do the changing dynamics for rare earths sector mean for OEM producers?
The choices that companies across the value chain make today, on sourcing, investment, and technology will directly influence their competitiveness through to 2040. Making confident decisions requires a clear, evidence-based understanding of the path ahead.
Why This Matters Now
CRU’s updated Rare Earths Elements Special Report 2026 delivers comprehensive analysis and data-driven forecasts to guide your strategy:
- Market Spotlight: A deep dive into the central theme of market divergence. We provide quantitative and qualitative analysis of the emerging ex. China supply chain, the impact of recent trade restrictions, and potential price paths in a bifurcated market.
- Demand Outlook (2018–2040): Global REE demand forecasts by application and key elements (Nd, Pr, Dy, Tb), with detailed analysis of NdFeB magnet demand from EV motors, wind turbines, and other critical end-uses.
- Supply Outlook (2018–2040): A global project tracker and detailed outlooks for both mined and separated supply by region, assessing the viability and timelines of key projects aiming to build a new, secure supply chain.
- Market Balance and Prices (2018-2040): Our expert view on the rare earths market balances, plus annual price forecasts for a wide range of rare earth products under both market convergence and divergence scenarios.
Optional Margin Analysis: Enhance your report with our mine-level margin curves for robust, like-for-like benchmarking of rare earth projects and assets.
