A curated set of external sources on rare-earth markets, producers, prices, and the royalty model — the reading that sits behind the figures on this site. Each link was checked live on November 6, 2026. Inclusion here is a pointer to a useful source, not an endorsement of any organisation, product, or view expressed on the linked page.
The primary sources for production, demand, and trade policy.
The International Energy Agency's full assessment of rare-earth demand, supply concentration, and the clean-energy build-out, with demand figures to 2030 and 2040.
The U.S. Geological Survey's annual chapter on rare earths, with world mine production and reserves by country, U.S. prices, import reliance, and a summary of China's 2025 export controls.
The IEA's annual electric-vehicle outlook, with 2025 global sales of 20.7 million and the 2026 forecast that frames magnet demand from the automotive side.
A dated, document-by-document timeline of China's 2025 export-control announcements, suspensions, and extensions, with links to the underlying notices.
Company results and the agreements that set the market's terms.
The Colorado School of Mines' detailed walkthrough of the July 2025 deal: the $400 million equity investment, the $110-per-kilogram price floor, the 7,000-tonne magnet offtake, and what the agreement does and does not solve.
MP Materials' own announcement of its long-term agreement with Apple for magnets made in the United States from 100% recycled rare earths, with a $200 million prepayment.
The full transcript of MP Materials' third-quarter 2026 earnings call, covering revenue, NdPr production and sales, the GM magnet qualification, and the 2027 production outlook.
Lynas's full-year results for the year ended June 30, 2026, filed with the Australian Securities Exchange: revenue, production, and the record selling price in the June quarter.
Where the market's prices are published, and what the gap between them means.
Shanghai Metals Market's weekly summary of rare-earth prices and industry news, with free-on-board quotes for praseodymium-neodymium oxide, neodymium oxide, and terbium oxide.
An analysis of the price gap between Chinese and ex-China quotes for dysprosium, terbium, and samarium, built on Fastmarkets assessments, and what it implies for Western supply.
A magnet maker's month-by-month briefing on the export-control calendar, Chinese shipment volumes, domestic prices, and the January 1, 2027 defense sourcing deadline.
How royalty companies work, and why the model matters for rare earths.
A plain-language explanation of how royalty and streaming companies are built — net smelter return royalties of 1% to 5%, the Franco-Nevada template, and why the model has outperformed the miners themselves.
These are external websites. Prime Domain Capital does not control them, does not endorse the organisations or views they express, and is not responsible for their content. Figures quoted on this site from these sources are attributed where they appear; the sources themselves remain the authority for their own numbers.
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