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MINERAL CATEGORY · 6 CRITICAL MINERAL PROFILES

Permanent Magnets & Grid Electrification

Traction motors for electric vehicles, direct-drive offshore wind turbines, and high-voltage transmission networks rely on rare-earth permanent magnets (neodymium, praseodymium, dysprosium, terbium) alongside bulk conductive copper, aluminum, bauxite, silver, and solar-grade tellurium.

REE
FIG. 157 · Magnets & Grid

Rare earths Global Production & Country Share

Measure: Mine production (metric tons)

270,000 69.2%
51,000 13.1%
29,000 7.4%
22,000 5.6%
#5 Thailand
4,800 1.2%
2,900 0.7%
2,700 0.7%
2,600 0.7%
2,000 0.5%
1,500 0.4%
Source: USGS Mineral Commodity Summaries (2022-2026) · Unit: metric tons #1 Producer: China (69.2% of world output)

Magnets & Grid Supply & Concentration Ledger

Specimen2025 World Output5Y Change#1 Producer (Share)Top-3 ShareR/P HorizonUS Import Reliance
Aluminum (Al) Smelter production74,000 thousand metric tons+13.7%China (60.8%)71.8%-60%
Bauxite (Ore) Bauxite, mine production440,000 thousand metric dry tons+12.5%Guinea (34.1%)75.9%65.9 yrs>75%
Copper (Cu) Mine production23,000 thousand metric tons+11.7%Chile (23.0%)48.7%42.6 yrs57%
Rare earths (REE) Mine production390,000 metric tons+62.5%China (69.2%)89.7%217.9 yrs67%
Silver (Ag) Mine production26,000 metric tons+10.6%Mexico (24.2%)51.1%23.5 yrs77%
Tellurium (Te) Refinery production1,000 metric tons+77.9%China (80.0%)92.8%->25%

Permanent Magnets & Grid Electrification Specimen Profiles (6)