Data Tools & Charts

Explore our suite of interactive tools and visualizations tracking the global rare earth elements supply chain, market dynamics, and critical minerals data.

Geopolitical Balance of Power (2026 Update)

USGS MCS 2026 Data

Released this month

Updated analysis of the "Two Worlds" of rare earths. See how the China-Centric Bloc maintains 76% of production while the Western Alliance controls 44% of reserves. The latest 2026 USGS data reveals subtle shifts.

Data Points

China Bloc vs WestProduction DominanceReserve Potential

Supply Chain Velocity 2025

USGS MCS 2026 Data

Released this month

New 2026 update: Brazil explodes with 257% growth, Thailand surges 129%, Madagascar emerges at 93%. Track which countries are accelerating production vs cooling down in the 2024-2025 period.

Data Points

YoY Production GrowthVelocity MapEmerging Producers

Global Mine Production (2025 Actual)

USGS MCS 2026 Data

Released this month

Fresh 2026 market share analysis. See the ongoing rebalancing with USA reaching 13%, Brazil surging 257%, and emerging markets scaling rapidly. The latest production data reveals accelerating diversification.

Data Points

2025 Production VolumeMarket Share %Country Comparisons

The Sustainability Clock: R/P Ratio (2026)

USGS MCS 2026 Data

Released this month

Updated time-dimension analysis. USA drops to 37 years remaining (from 42), China holds at 163 years, while Brazil and Vietnam maintain multi-thousand-year reserves. Which nations are "fading" vs "vaulting"?

Data Points

R/P RatioSupply LifespanStrategic Vaults

The Sleeping Giants: Reserves vs. Production (2026)

USGS MCS 2026 Data

Released this month

Updated 2026 strategic analysis. Brazil is waking up with 257% production growth. Vietnam and Russia remain sleeping giants with massive reserves but minimal extraction. See tomorrow's supply chain leaders.

Data Points

Proven ReservesCurrent ProductionFuture Potential

Geopolitical Balance of Power

USGS MCS 2025 Data

Released 2/8/2026

Zoom out to the "Two Worlds" of rare earths. A visual comparison of the China-Centric Bloc vs. the Western Alliance. See how 76% of production concentrates in one bloc, while 43% of reserves sit with the West.

Data Points

China Bloc vs WestProduction DominanceReserve Potential

The Sustainability Clock: R/P Ratio

USGS MCS 2025 Data

Released 2/8/2026

How long can this country keep this up? Time-dimension analysis of rare earth reserves using the Reserve-to-Production (R/P) Ratio. Identifies which nations are "Fading Stars" vs "Strategic Vaults" for future supply.

Data Points

R/P RatioSupply LifespanStrategic Vaults

Supply Chain Velocity 2024

USGS MCS 2025 Data

Released 2/7/2026

Mapping the kinetic energy of the market. See which countries are accelerating production most rapidly (Thailand, Nigeria) and which are cooling down. A guide to emerging hotspots.

Data Points

YoY Production GrowthVelocity MapEmerging Producers

REE Mine - Processing Supply Chain Map

reetracker

Updated 2/7/2026

Visualize the global flow of rare earth materials from major mining projects to processing facilities. Interactive map of supply chain links, with markers for mines and plants, and polylines showing material flows.

Data Points

Mine LocationsProcessing FacilitiesMaterial Flows

The Sleeping Giants: Reserves vs. Production

USGS MCS 2025 Data

Released 2/7/2026

Strategic analysis identifying the "Sleeping Giants" of the rare earth industry—countries like Brazil and Vietnam with massive reserves but low current output. A visualization of future supply chain potential.

Data Points

Proven ReservesCurrent ProductionFuture Potential

Global Mine Production (2024 Est.)

USGS MCS 2025 Data

Released 2/6/2026

Market Share Analysis of the "Great Rare Earth Rebalancing." Visualizing the shift from Chinese dominance to a diverse supply chain. See how USA, Australian, and emerging markets stack up.

Data Points

2024 Production VolumeMarket Share %Country Comparisons

MP Materials REO Production

MP Materials (NYSE: MP)

Updated 2/4/2026

Track quarterly Rare Earth Oxide (REO) concentrate production from Mountain Pass, USA. Monitor the output of the western world's largest rare earth mine.

Data Points

REO Production (tonnes)Revenue ($USD)Realized Price

MP Materials NdPr Production

MP Materials (NYSE: MP)

Updated 2/4/2026

Analysis of separated NdPr oxide production as MP Materials scales its stage 2 processing capabilities. Tracking the ramp-up of US-based magnet material production.

Data Points

NdPr Production (tonnes)Revenue ($USD)Growth Trend

NdPr Production & Revenue Tracker

Lynas Rare Earths (ASX:LYC)

Updated 2/1/2026

Interactive quarterly analysis of Neodymium-Praseodymium production volumes and sales revenue from Lynas Rare Earths (ASX:LYC). Track tonnes produced and corresponding $AUD revenue to understand market dynamics.

Data Points

Quarterly Production (tonnes)Revenue ($AUD millions)Average Price per kg

Additional Tools Coming Soon

reetracker

We are developing additional data tracking tools to cover the complete REE supply chain, including project milestones, policy impact analysis, and competitive benchmarking.

Data Points

Project TimelinesPolicy UpdatesMarket Comparisons

Data Quality & Sources

✓ Authoritative Sources

All data is sourced directly from ASX quarterly activities reports and official company announcements, ensuring accuracy and timeliness.

✓ Regular Updates

Data is updated quarterly, typically within 30 days of quarter end when companies publish their official activity reports.

✓ Transparent Methodology

Each chart includes detailed documentation of data sources, calculations, and any assumptions used in the analysis.

✓ Open Access

Core tools and data are openly available to investors, analysts, policymakers, and the general public.

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