Share of top supplier in rare earth refining

In rare earth refining, new projects in the United States and production increases in Malaysia reduced the share of the top supplier from over 90% in 2023 to 85% in 2025, and if planned projects come online as scheduled, it is projected to fall to 70% by 2035.

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APA

International Energy Agency. (2035). Supply concentration, export restrictions and declining investment put critical mineral security at risk. Retrieved September 16, 2026, from https://www.iea.org/news/supply-concentration-export-restrictions-and-declining-investment-put-critical-mineral-security-at-risk. Via StatOrigin, https://statorigin.org/stat/stat_BW12VXCP1AF2CCB0PZ2N0ATA35

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MLA

International Energy Agency. "Supply concentration, export restrictions and declining investment put critical mineral security at risk." 2035, https://www.iea.org/news/supply-concentration-export-restrictions-and-declining-investment-put-critical-mineral-security-at-risk. Accessed 16 Sept. 2026 via StatOrigin, https://statorigin.org/stat/stat_BW12VXCP1AF2CCB0PZ2N0ATA35.

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Chicago

International Energy Agency. "Supply concentration, export restrictions and declining investment put critical mineral security at risk." 2035. https://www.iea.org/news/supply-concentration-export-restrictions-and-declining-investment-put-critical-mineral-security-at-risk. Accessed September 16, 2026. Cited from StatOrigin, https://statorigin.org/stat/stat_BW12VXCP1AF2CCB0PZ2N0ATA35.

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BibTeX

@misc{iea2035share0ata35, author = {{International Energy Agency}}, title = {Supply concentration, export restrictions and declining investment put critical mineral security at risk}, year = {2035}, howpublished = {StatOrigin, https://statorigin.org}, url = {https://statorigin.org/stat/stat_BW12VXCP1AF2CCB0PZ2N0ATA35}, note = {Original source: https://www.iea.org/news/supply-concentration-export-restrictions-and-declining-investment-put-critical-mineral-security-at-risk. Accessed September 16, 2026.} }

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Record last modified 17 September 2026. Value type: forecast. Update cadence: annual. This page is permanently addressable at statorigin.org/stat/stat_BW12VXCP1AF2CCB0PZ2N0ATA35.