New report: Rare Earth Magnet Market Outlook to 2040
Our most comprehensive annual report to-date
Adamas Intelligence is thrilled to announce the publication of its latest Rare Earth Magnet Market Outlook to 2040 report – the industry’s go-to reference for magnet market intelligence.
In the new report, we provide a detailed overview of the global mine-to-magnet supply chain, including a breakdown of historical production, consumption and prices of rare earth oxides, rare earth metals, NdFeB alloys and powders, and NdFeB magnets from 2015 through 2024.
Next, we unravel the anticipated near-term evolution of this rapidly growing industry and forecast global supply, demand and prices from 2025 through 2040 under three distinct scenarios.
Uniquely, the report dives deep into the differing supply – demand outlooks across key regions (e.g., China, U.S., Europe, Japan, Other), highlighting specific opportunities and challenges that policymakers and industry stakeholders should be aware of.
Availability of magnets to become a long-term demand constraint
Between 2030 and 2040, we see potential for supply shortages of NdFeB magnets, constrained by increasingly tight availability of upstream rare earth feedstocks, to become a major limitation for robotics, advanced air mobility, electric vehicle and other end-user sectors.
China vs. ex-China: A tale of two differing outlooks
When discussing the outlook for rare earths supply and demand, it can be a mistake to extrapolate a single outlook onto all regions globally. In the case of China versus the ex-China market, we continue to see a tale of two very different outlooks unfolding over the medium- to long-term.
Rare earths are critical to end-use markets valued in the trillions
The nominal heft of end-use industries reliant on rare earth elements speaks to the strategic and economic criticality of having sustainable, uninterrupted supplies going forward and, in the case of China, reinforces why the nation has long been willing to forgo upstream profitability for net greater economic gains downstream.
A must-have resource for anyone with a professional interest in the mine-to-magnet supply chain
Empower your organization to seize opportunities and navigate risks with the latest, most comprehensive industry analysis, market data and forecasts available.
This report is a must-have resource for project developers, miners, processors, metal makers, magnet makers, end users, institutional investors, government agencies and other stakeholders with a professional interest in the mine-to-magnet supply chain.
Contact us for more information about the new report and our other industry-leading services.
