Institutional rare-earth supply, demand and price intelligence dataset

Institutional rare-earth supply, demand and price intelligence dataset: asset-level project tracker covering mines, separators and magnet-maker plants with owner, name, type, location and a multi-state status classification (Operational, Committed, Possible, Speculative), plus demand analysis by application and supply analysis to 2040 (mined and separated REO output by region and type, NdPr and DyTb supply by region, recycling and magnet-production pipelines), NdPr and total-REE price series and outlook, an element classification scheme (light, medium, heavy plus magnet versus non-magnet REE), policy-event tracking on Chinese restrictions and Western supply initiatives, and Excel statistical appendices delivered alongside a bespoke Project Gateway data system and REE curve products.

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Coverage

Universe, instruments and categories.

Industry: Diversified Metals & MiningFinancial Exchanges & Data
Instruments: commoditiesequities
Categories

Dataset card

Type: not stated
Format: Multimodal - Excel statistical appendices and report PDFs, delivered through a web-based Project Gateway data system and curve products for subscription access
Volume: Deep and structured: hundreds of tracked assets across the global REE chain (the ex-China spotlight table alone lists mines, separators and magnet plants across 10-plus countries), multiplied by element-level series, application demand cuts and regional supply splits on annual vintages spanning 2019 historicals to 2040 forecasts - plus the wider CRU metals and mining asset, cost, emissions and valuation databases behind it
Users: Est. mid-hundreds to over 1K institutional subscription seats across the whole CRU product portfolio (260 staff and roughly USD 83M revenue on a per-seat enterprise research model); the rare-earth subset is a smaller slice of that installed base
History: not stated
Update frequency: not stated
Growth: Active - 2026 special report cycle published with a July 2025 offering document and a July 2026 dated edition, annual refresh cadence evidenced by the 2025 and 2026 report pair, and continued investment in the Project Gateway data-system delivery
Launched: Est. 1969-1970 for CRU Group as a commodity research house; the rare-earth coverage and the Project Gateway data-system productisation are later additions, est. 2010s, as REEs became a distinct research line
Delivery: not stated
Entity mapping: not stated
Sample: not stated
Point-in-time: not stated
Licence: not stated

supplier index read from their site