Rare Earth Reserves and Resources: Global Supply Potential

This article analyzes global rare earth reserves, highlighting China's dominance in both reserves and production. It details the distribution of reserves by country and element, discusses the reserve-to-reserve conversion process, and assesses supply adequacy against growing demand. Key insights include China's control over 60%+ of mining and 85-95% of processing, a structural deficit of 30-40,000 tonnes/year by 2030, and the critical scarcity of high-demand elements like dysprosium and terbium.