Component

Rare-earth ore

Bastnäsite and monazite concentrate. The US mines some rare-earth ore; separating metals is the gap.

Criticality Critical
Unit cost $2.5K
Quality 50 / 100
US completeness 27.4
Made in US 45,000 tonnes
Current demand 80,000 tonnes
US exports 3,600 tonnes
Opportunity score 75.6
US mineable reserves 1,400,000 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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