Rare earthsSupply chain risk & CRMA compliance

Rare earths underpin NdFeB magnets in e-motors, wind turbines and precision drives. China dominates mining, separation and magnet production — Europe imports up to 98% of required oxides and metals. Since April 2025 export restrictions, lead times for dysprosium and terbium have tightened. CRMA classifies several REE groups as strategic; LkSG requires human-rights and environmental due diligence. Procurement volatility is not only price but availability of entire magnet grades: missing separation output in Jiangxi can stop German lines weeks later.

Rare earths

HIGH

ZRG risk score

78

Trend: +5.1%

92 EUR/kg · Live price

Initiate alternative sourcing

Coverage map

ZRG Mineral tracks 25 known Rare earths suppliers worldwide

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What to do under rare earth export restrictions?

2025 controls increasingly cover magnets and components with >0.1% Chinese REE content — not only oxides.

  1. Step 1

    Split magnet vs oxide exposure

    NdFeB, oxides and separation inputs have different bottlenecks.

  2. Step 2

    Assess Dy/Tb separately

    Heavy REEs often drive the longest MOFCOM delays.

  3. Step 3

    Qualify non-CN processing

    Validate separation outside China early — quality windows and MOQ matter.

  4. Step 4

    Engage engineering early

    Lower REE mass per motor or alternative magnet grades reduce structural dependency.

Contract tip: Multi-site manufacturing if export licence pending >60 days.

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