06 / 08INSIGHTS & RESEARCH

The forces shaping
rare-earth markets.

Research-led perspectives on monazite, rare-earth processing, technology applications, exploration and African market development.

MARKET INTELLIGENCE

We follow the decisions shaping the sector—from supply-chain investment and exploration methods to the policies and markets influencing project development.

LAST REVIEWED10 / 11 / 2026Sources linked throughout
01SUPPLY-CHAIN STRATEGY

IEA · supply-chain analysis

Rare earths are a chain of markets

Extraction, beneficiation, chemical upgrading, separation, refining, alloying and magnet-making are distinct stages. Commercial decisions depend on the element, material form and part of the chain in view.

IEA · Rare Earth Elements
02PROJECT DEVELOPMENT

IEA · project pipeline outlook

Mine capacity alone will not build a supply chain

The project pipeline is uneven across mining, separation, refining and magnet production. Processing and downstream capacity matter alongside the potential of upstream projects.

IEA · Rare Earth Elements
03MARKET DATA

USGS · 2025 edition, 2024 estimates

Every production number needs a stage label

USGS mine-production figures are expressed in rare-earth-oxide equivalent. They do not measure refined output or magnet capacity. Units and processing stage must be clear before market shares are compared.

USGS · Mineral Commodity Summaries 2025
04EXPLORATION TECHNOLOGY

USGS · 2012; research study · 2024

Satellite data can sharpen an early view

USGS documents satellite-derived mapping of surface mineral groups and alteration. A 2024 study combined satellite and limited field data in a copper prospectivity case in Pakistan. Neither source validates SatGeo AI or rare-earth exploration results in Sierra Leone.

USGS · Satellite mineral mappingMahboob et al. · Remote sensing and field data
05AFRICAN VALUE CHAINS

African Development Bank · value-chain analysis

Market strategy shapes how mineral value is realised

African Development Bank analysis highlights the role of market development, processing choices and regional collaboration in building mineral value chains. Geological potential alone does not define a commercial pathway.

African Development Bank · Rare earth value chain
06SIERRA LEONE · INDUSTRY

U.S. International Trade Administration · 2026

Country context is the starting point

The U.S. trade guide outlines Sierra Leone’s mining sector and refers to rare-earth potential at exploration stage. This is national context—not evidence of a specific company project, discovery or resource.

ITA · Sierra Leone mining and mineral resources
07SIERRA LEONE · HISTORY

Academic review · 2018

The rare-earth story has a long history

Akiwumi and D’Angelo trace how policy, technology and global commodity cycles have shaped Sierra Leone’s rare-earth landscape. Their account places present-day exploration in a longer regional context.

Akiwumi & D’Angelo · Sierra Leone rare-earth landscape
08UK CRITICAL-MINERALS STRATEGY

Vision 2035

Resilience is shaping UK policy

The UK strategy sets a direction around diverse, responsible and transparent supply networks, skills and circularity. These priorities frame the wider market and policy environment.

UK Government · Vision 2035
09EU CRITICAL-MINERALS POLICY

Critical Raw Materials Act · 2030 benchmarks

Targets depend on jurisdiction

The EU Critical Raw Materials Act sets EU-wide benchmarks for domestic extraction, processing and recycling. They matter to the EU’s industrial strategy; they are not targets for an individual company or the UK.

European Commission · Critical Raw Materials Act
10RESPONSIBLE SOURCING

OECD guidance · 2016 edition

Responsible sourcing is a process

OECD guidance describes a risk-based due-diligence approach for mineral supply chains. It is a practical reference for companies and counterparties, not a certification in itself.

OECD · Due Diligence Guidance
11MONAZITE · SIERRA LEONE

Academic review · 2018

A mineral focus rooted in regional geology

Akiwumi and D’Angelo document Sierra Leone’s long history of rare-earth geological work, including earlier searches for monazite. This is regional historical context; the group’s southern Sierra Leone exploration is a separate, company-described programme.

Akiwumi & D’Angelo · Sierra Leone rare-earth landscape
12TECHNOLOGY · PERMANENT MAGNETS

IEA · rare-earth supply chains

Magnet demand connects mines with modern devices

Neodymium-based permanent magnets support some wind generators, electric motors and compact electronic components. Generator and motor architectures differ, so rare-earth use is design-specific—not universal across all turbines, cars or phones.

IEA · Rare Earth ElementsJRC · wind energy and electric mobility
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