REPORT
Rare Earths 2026 Outlook
Rare-earth markets are entering a more fragmented and strategically charged phase as geopolitical tensions, defense spending and export restrictions reshape supply chains. In Bloomberg Intelligence’s Rare Earths 2026 Outlook, we examine how growing efforts to reduce dependence on China are shifting pricing power toward the few producers able to supply magnet-critical materials outside the country, even as new investment and policy support struggle to close near-term shortages. The report also highlights the implications for defense, industrial demand and regional pricing as governments and companies move to secure long-term access to NdPr and other essential rare earths.
What you’ll learn:
- How geopolitical conflict and export controls are accelerating demand for supply-chain independence
- Why rare-earth shortages and regional pricing benchmarks are likely to persist through 2030
- Which companies, policies and investment trends are poised to reshape the global rare-earth market
Download the full report now to understand the forces redefining rare-earth supply, pricing and strategic advantage.
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