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"Analysis by Argus’ global rare earths team has quantified the emerging supply gap in the market, and we have assessed the projects which are best-placed to come onstream to meet future demand. Global demand for rare earths, and NdPr in particular, is set to grow strongly as governments around the world require these critical minerals to meet the commitments in their decarbonisation and renewable energy strategies. Current production capacity alone is unable to meet this future demand."
More details:
www.argusmedia.com/en/metals/argus-rare-earths-analytics
Rare Earths: New projects needed to meet LT demand
Argus Rare Earths & Battery Metals Email Note