Rare Earths Sector
Published 19 February 2026Sector Opportunity Report
Rare Earths Sector
Executive Summary
The rare earths sector is entering a structurally supportive phase, underpinned by accelerating demand from electric vehicles, offshore wind, defence technologies and advanced electronics. Magnet rare earths such as neodymium and praseodymium (NdPr) remain central to electrification trends, while geopolitical supply concentration continues to drive strat
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