Compare production, inspect contracts and trace each claim to its source.
10 commercial records. Signed agreements and proposed links are not proof of current shipments.
Light and heavy rare-earth oxides
US magnet value chain memorandum.
Non-binding. Definitive agreements, expanded processing and qualification remain to be established.
Supply scope and commercial terms. Announced: 8 Oct 2025.
US magnet value chain memorandumNoveon Magnetics / Published 8 Oct 2025 / Retrieved 15 Sept 2026NdPr alloy, NdFeB magnets
Long-term supply for GM electric vehicles. Factory-level delivery allocation is undisclosed.
Receiving factory and recipient input allocation are not disclosed. Current deliveries are not assumed from a signed agreement.
Supply scope and commercial terms. Announced: Date not stated.
General Motors supply agreementMP Materials / Published Date not stated / Retrieved 15 Sept 2026Recycled rare-earth magnets
Shipments targeted from 2027. The $500 million partnership value is not a material tonnage.
Depends on recycling and magnet-facility expansion, production ramp and qualification. No Apple assembly site specified.
Supply scope and commercial terms. Announced: 15 Jul 2025.
Apple recycled-magnet supply agreementMP Materials / Published Date not stated / Retrieved 15 Sept 2026Dysprosium, Terbium
Japanese heavy rare earth supply framework backed by JARE investment.
Japanese allocation is not a specific receiving-factory dependency. Investment and supply allocation remain distinct.
Supply scope and commercial terms. Announced: 7 Mar 2023.
Japan heavy rare earth supply frameworkSojitz / Published 7 Mar 2023 / Retrieved 15 Sept 2026NdPr oxide
Quantity share is undisclosed.
Recipient input fraction is not inferred from a contract quantity.
Trace the physical routeDocumented physical route. Announced: Date not stated.
MP Materials 2025 Form 10-KMP Materials / U.S. SEC / Published 26 Feb 2026 / Retrieved 28 Aug 2026Rare-earth concentrate
Allocation share is undisclosed.
Recipient input fraction is not inferred from a contract quantity.
Trace the physical routeDocumented physical route. Announced: Date not stated.
Mt Weld, Western AustraliaLynas Rare Earths / Published 5 Aug 2024 / Retrieved 28 Aug 2026Rare-earth concentrate
Direct route reported; allocation share is undisclosed.
Recipient input fraction is not inferred from a contract quantity.
Trace the physical routeDocumented physical route. Announced: Date not stated.
Mt Weld, Western AustraliaLynas Rare Earths / Published 5 Aug 2024 / Retrieved 28 Aug 2026Mixed rare-earth carbonate
Quantity share is undisclosed.
Recipient input fraction is not inferred from a contract quantity.
Trace the physical routeDocumented physical route. Announced: Date not stated.
Kalgoorlie, Western AustraliaLynas Rare Earths / Published Date not stated / Retrieved 28 Aug 2026Product scope in source
Processing route explicitly described by the operator. Recipient input fraction is not disclosed.
Recipient input fraction is not inferred from a contract quantity.
Trace the physical routeDocumented physical route. Announced: Date not stated.
Western Australian operations and feed routesIluka Resources / Published Date not stated / Retrieved 15 Sept 2026Product scope in source
Processing route explicitly described by the operator. Recipient input fraction is not disclosed.
Recipient input fraction is not inferred from a contract quantity.
Trace the physical routeDocumented physical route. Announced: Date not stated.
Jacinth-Ambrosia operationsIluka Resources / Published Date not stated / Retrieved 15 Sept 2026