NdFeB-magnets
3 articles
- Rare-Earth Traceability Creates a Provenance Basis
Traceability separates physically equivalent magnets into distinct procurement markets based on verified eligibility and mine-to-magnet evidence.
- The Rare Earth Bottleneck Is Processing, Not Mining
China controls 91% of rare earth refining and 98% of heavy rare earth separation. Western mining is expanding, but separation, magnet manufacturing, and process expertise remain the binding constraints.
- The Thermodynamics of Strategic Decoupling
The semiconductor supply chain is not a policy debate — it is a physical constraint. Advanced packaging, equipment tooling, and rare earth processing cannot be duplicated instantaneously. The irreversible timeline for strategic decoupling is approximately 2028-2032.