A strategic market, structurally undersupplied.
The United States needs rare earth magnets for its energy, defence and technology industries — and today most of that supply depends on a single country. That gap is the opportunity RARE53 is built for.
Small elements, critical systems.
Neodymium and praseodymium are the core of NdFeB permanent magnets — the strongest magnets in commercial use. Heavy rare earths such as dysprosium and terbium keep them working at high temperatures.
- 01Electric vehicles
- 02Wind turbines
- 03Defence & aerospace
- 04Robotics & automation
- 05Consumer electronics
- 06Industrial motors
The further down the chain, the more concentrated the supply.
Share held by the single largest producing country, by stage of the magnet rare earth supply chain. The more concentrated the supply, the greater the risk to the industries — and the national security — that depend on it.
The US mines rare earths. It still imports most of what it uses.
The bottleneck is not only the mine — it is secure, separated feedstock and the midstream capacity to turn it into metals and magnets.
US net import reliance for rare earth compounds and metals in 2025.
of US rare earth compound and metal imports came from a single country (2021–24).
apparent US consumption of rare earths in 2025 (REO equivalent).
Eighteen months that changed the market.
Export restrictions
The dominant supplier restricts exports of seven rare earths — including dysprosium and terbium — and related magnets.
Supply shock
Automotive production disruptions are reported across the US, Europe and Japan.
US government support
The Department of Defense partners with a domestic producer, including an equity stake, a 10-year US$110/kg NdPr price floor and magnet offtake.
Wider restrictions, then a pause
Broader export restrictions are announced, then suspended for one year. The April 2025 measures remain in place.
A national priority
More than US$7.3 billion committed across US agencies to mining, processing and magnet capacity at home and with partners.
Demand is rising. New plants need feed.
New magnet capacity is being built across the US and partner countries. Every new plant needs a reliable, diversified source of Nd–Pr.
Magnet rare earth demand has doubled since 2015.
Projected growth by 2035 in magnet rare earth demand outside the dominant producing country.
Pipeline of new, diversified magnet capacity targeted for 2030 (tonnes per year).
New supply starts with new resources.
Stable jurisdictions
We focus on stable, mining-friendly countries across the Americas, close to the US market.
Early-stage focus
The scarcest link is new, well-defined resources. That is where we work — and where value is created.
Built for the US market
A US-based company, structured to access US capital, government programs and magnet-industry buyers.
- 01USGS — Mineral Commodity Summaries 2026: Rare Earths
- 02IEA — Rare Earth Elements: Executive Summary
- 03CSIS — Rare Earth Export Restrictions One Year Later (April 2026)
- 04Columbia CGEP — The DoD partnership and US rare earths policy (2025)
- 05Adamas Intelligence — Rare Earth Magnet Market Outlook: Top Predictions for 2026
Part of the solution?
Concession holders, investors and industry partners — we’d like to hear from you.
- Concession holders
- Investors
- Strategic & offtake partners
- Technical partners