Component

Bastnäsite

Bastnäsite ore, the Mountain Pass rare-earth mineral. The US mines this rock; cracking and separating neodymium is the gap.

Criticality Critical
Unit cost $2.5K
Quality 50 / 100
US saturation 27.4
Made in US 45,000 tonnes
Current demand 80,000 tonnes
US exports 3,600 tonnes
Opportunity score 48.2
US deposits 1,400,000 tonnes
US stockpile 0 tonnes

Domestic vs international supply

US 15% Import 85%
Export 4.5%

Planned US investment, next 5 years

$800M

Expected extra output: 46,000 tonnes per year

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