Brazil
Rare Earth Sector Overview
REO Production (2025 est.)
2 kt
Reserves (2025)
21.0 Mt
≈ 10,500 yrs at current production
Source: USGS MCS 2026
Western Reserve Anchor: The Sleeping Giant
Brazil holds 21 million tons of rare earth reserves—the largest outside of China and Vietnam—yet produces only a fraction of its potential. This makes Brazil the definitive "Sleeping Giant" of the Western rare earth supply chain.
The Serra Verde Mine (operating since 2022) is Latin America's first commercial ionic clay rare earth operation, targeting Heavy Rare Earths (HREEs) including dysprosium and terbium—critical for high-performance magnets. With ionic clay geology similar to Southern China, Brazil represents the West's most significant potential HREE source.
Strategic Position
Generational Vault
Brazil's reserve-to-production ratio extends into centuries. This positions it as a long-term strategic reserve anchor for Western supply chains.
Global Production Share
REO mine production 2025 (est.) · Source: USGS MCS
Global Reserves Share
REO reserves · Source: USGS MCS 2025 / 2026