26 Jan, 2026

Rare earth supply bottlenecks set to persist in 2026

SNL Image

The neodymium furnaces at Australian Strategic Materials' metals plant in Ochang, South Korea.
Source: Australian Strategic Materials Ltd.

China's rare earth export restrictions are set to drive supply chain disruptions and high prices in 2026, especially for rare earths used in high-performance technologies, according to industry participants and experts.

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