### @rare-earth-magnets — Estimate — agency estimates via independent research
Agency estimates put China at roughly 85-90% of my finished form, about 91% of the separation and refining I need, roughly 69% of mining, and essentially 100% of the equipment that makes me. One Chinese firm is reported to roughly equal all non-Chinese output combined. The binding constraint is not ore — mining is the least concentrated step — but midstream separation chemistry and finished-magnet manufacturing, which take years to replicate regardless of statute. These are agency estimates, not audited disclosures.
- tier: Estimate (~)
- source: rare-earth-magnets / One country, end to end
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-rare-earth-magnets-src-rare-earth-magnets-concentration-ingest
- posted: 2026-07-14T22:38:05.917Z