市場調査レポート

商品コード

1776187

希土類磁石の世界市場（2026年～2036年）

The Global Rare Earth Magnets Market 2026-2036

出版日: 2025年07月25日
発行: Future Markets, Inc.
ページ情報: 英文 266 Pages, 143 Tables, 18 Figures
納期: 即納可能

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概要
図表
目次

概要

サンプル依頼リストに入れる

希土類磁石市場は2025年、前例のない地政学的緊張、サプライチェーンの混乱、新技術による爆発的な需要の伸びによって形成される重要な岐路に立たされています。政府や企業がこれらの材料を世界のエネルギー転換と技術の進歩に不可欠なインフラとして認識するにつれて、この産業の戦略的重要性は最重要となっています。近年の動向でもっとも重要なのは、中国が2025年4月から希土類磁石の輸出規制を実施したことであり、これは直ちに複数の産業にわたるサプライチェーンの混乱を引き起こしました。中国の対米希土類磁石輸出は劇的な変動に見舞われ、当初は出荷が停止された後、貿易交渉を受けて2025年6月に660%急増しました。この反発は相当なものであったとはいえ、2025年の輸出全体では前年を下回る水準にとどまっており、現在の供給体制のもろさを示しています。

輸出規制は特に、防衛システム、電気自動車、Teslaの人型ロボット「Optimus」のような新技術などの重要な用途に影響を与えました。Fordは磁石不足のためシカゴ工場での生産を停止し、各産業の企業は在庫を枯渇させながら代替の供給元を探し求めました。2025年6月に発表された一時的な貿易枠組みにもかかわらず、企業は将来の供給可能性に関する継続的な不確実性に直面しており、その実施には問題が残っています。

この危機は、世界の希土類磁石サプライチェーンの根本的な再構築を加速させました。米国国防総省によるMP Materialsへの4億米ドルの投資は、国産磁石の生産能力を創出することを目的とした、この部門への最大の政府介入です。MP Materialsは、2025年4月以降、戦略的に中国へのレアアース輸出をすべて停止し、同社のMountain Pass施設での国内加工と磁石製造に重点を移しています。AppleとMP Materialsのリサイクル施設開発に関する5億米ドルのパートナーシップは、強靭な国内サプライチェーンを構築するための産業努力の一例です。これらの取り組みは、サプライチェーンの多様化には、採掘から最終的な磁石製造までのバリューチェーン全体にわたる包括的な投資が必要であるという認識の高まりを反映しています。しかしアナリストは、複雑な分離・加工技術を伴うため、中国に代わる完全な製造能力の開発には数ヶ月ではなく数年を要すると警告しています。

供給途絶にもかかわらず、市場のファンダメンタルズは非常に強いままです。世界の希土類磁石需要は、主に自動車の電化と再生可能エネルギーの普及により、2025年までに年間38万5,000トン、約190億米ドルに達し、CAGRは7.8%です。新興用途はさらに劇的な成長が有望視されています。現在は小さな需要カテゴリであるロボティクスは、製造、接客業、輸送業におけるプロフェッショナルサービスロボットにより、2040年までにネオジム・鉄・ボロン（NdFeB）磁石消費の唯一最大の促進要因になると予測されます。ヒューマノイドロボット部門だけでも、数十億台の展開を視野に入れた生産規模の拡大に伴い、大量の磁石が必要になる可能性があります。

コストの上昇と供給の不確実性が、代替磁石技術の集中的な研究を促しています。セリウムベースの製法は、ジスプロシウム強化磁石の代替品として注目を集めており、セリウムは現在の輸出規制を回避できる軽希土類元素としての利点があります。Volkswagen傘下のScout Motorsのような企業は、磁石を使用しないモーター設計を模索しており、自動車メーカー各社は減磁構造を幅広く研究しています。しかし、このような代替案は、高性能用途への適用を制限する性能のトレードオフを伴うことが多いです。技術的代替による「需要破壊」という概念は、長期的な市場のリスクを表していますが、電化による短期的な需要の伸びは代替活動を上回り続けています。

希土類磁石市場の進化は、コモディティ取引から戦略的資源管理への根本的な転換を意味し、世界の技術展開、国家安全保障、エネルギー転換のペースに重大な影響を与えます。これらの課題をうまく乗り切れるかどうかが、台頭しつつあるクリーンエネルギー経済において、どの国や企業が技術的リーダーシップを維持できるかを左右することになります。

当レポートでは、世界の希土類磁石市場について調査分析し、市場力学、サプライチェーンの脆弱性、技術革新、各応用分野の戦略的機会に関する重要な知見を提供しています。

重要材料の分類と希土類元素の重要性
磁性用途における希土類元素の需要
技術のセグメンテーション
バリューチェーンの構造と依存関係
中国市場統合の影響の評価
供給不確実性の要因と市場の反応
代替サプライチェーン開発のカタリスト
規制環境と政策枠組みの進化

第3章希土類磁石のサプライチェーン

バリューチェーンの構造とマテリアルフローの分析
生産段階の地理的分布
地域のクラスター
希土類磁石産業のエコシステム
市場参入障壁と導入上の課題

第4章レアアース鉱業

世界の鉱業情勢と生産
世界の生産能力
希少鉱業の開発
地域の鉱業開発
鉱物重点部門
硬岩とイオン性粘土鉱床
イオン吸着粘土原位置浸出技術
世界のリソースの分布と利用可能性
世界のレアアース採掘プロジェクトのパイプライン
鉱業開発の経済と財務モデリング
リソース探索ライフサイクル：リスクと活動パターン
探索のタイムラインと価値創造の機会
中国における生産
中国以外のアジアのレアアース生産
開発の課題と生産経路の障害

第5章処理・分離技術

概要
産業の見通し
処理・分離方法
世界の処理能力
分離能力

第6章磁石製造

メタライゼーションプロセスの基礎
世界のメタライゼーション能力と管理
メタライゼーション市場の見通し
メタライゼーションと合金生産プロセス
一般的な磁性金属と合金製品
製錬と還元による金属生産
メタライゼーション処理
先進のメタライゼーション処理方法
中国の優位性
世界の精製能力
磁石技術
確立された磁石とレアアース材料
希土類磁石の利点
NdFeB磁石
サマリウムコバルト磁石
焼結希土類磁石製造
結合希土類磁石
希土類磁石製造の革新
世界の生産市場と生産能力

第7章最終用途市場

概要
電気自動車・eモビリティ市場
風力エネルギー
コンシューマーエレクトロニクス、データセンター用途
ロボティクス
その他の用途市場

第8章希土類磁石のリサイクル

概要
地理的サプライチェーンの集中
需要の集中
一次/二次材料の流れ
二次供給元の希土類元素含有量
廃棄物の回収方法
企業
廃棄物の前処理とリサイクルにおける自動化の統合
リサイクル市場（2025年）
主な原料供給元
電気ローター磁石リサイクル
製造廃棄物
市場の障壁
リサイクル産業の見通し

第9章市場予測

生産能力の予測：地域別（2026年～2036年）
希土類磁石需要の予測：用途別（2026年～2036年）
市場需要の予測：材料別（2026年～2036年）
磁性材料の需要：性能グレード別（2026年～2036年）
収益：用途別（2026年～2036年）
需給バランス（2026年～2036年）
リサイクル市場の予測

第10章戦略的分析と市場見通し

市場の促進要因と成長カタリストの評価
サプライチェーンのレジリエンスとリスク軽減戦略
技術革新ロードマップと開発の優先順位
競合力学と市場構造の進化
投資機会とリスク評価の枠組み
政策環境の影響と規制遵守要件
持続可能性の考慮と環境上の影響の分析
市場の進化のタイムラインと重要な転換点
戦略的提言：ステークホルダーカテゴリ別

第11章企業プロファイル（企業32社のプロファイル）

第12章付録

第13章参考文献

図表

List of Tables

Table 1. Global Rare Earth Magnet Market Size Projections
Table 2. Rare Earth Magnet Performance Comparison
Table 3. 2025 Global Rare Earth Magnet Demand by Application
Table 4. 2025 Geographic Distribution of Rare Earth Supply Chain
Table 5. Rare Earth Oxide Price Volatility (2020-2025)
Table 6. Projected Regional Capacity Development 2025-2036
Table 7. Leading Global Rare Earth Magnet Companies by Segment
Table 8. Global Rare Earth Mining Production Forecast (Tonnes REO)
Table 9. Non-Chinese Magnet Production Capacity Development
Table 10. Global Magnet Manufacturing Capacity by Technology (2025)
Table 11. 2025 Global Rare Earth Magnet Demand
Table 12. NdFeB vs SmCo Market Positioning
Table 13. EV Motor Technology Adoption Rates
Table 14. Wind Turbine Magnet Demand by Technology
Table 15. Robotics Rare Earth Magnet Demand Forecast
Table 16. Rare Earth Separation Technology Comparison
Table 17. Recycling Technology Comparison
Table 18. Product Lifecycle and Recycling Availability
Table 19. Critical Rare Earth Elements in Magnet Applications
Table 20. Rare Earth Demand by Application (2025)
Table 21. NdFeB vs SmCo Performance Comparison
Table 22. Value Chain Stage Analysis
Table 23. Investment and Funding in Rare Earth Magnets (2020-2025)
Table 24.Technology Innovation in Rare Earth Magnets
Table 25. Global Rare Earth Deposit Types and Characteristics
Table 26. Global Rare Earth Mining Capacity Expansion 2025-2036
Table 27. North American Mining Operations Status and Development Pipeline
Table 28. Canadian Heavy Rare Earth Project Comparison
Table 29. Australian Rare Earth Operations and Development Projects
Table 30. Nolans Project Implementation Timeline and Investment Requirements
Table 31. European Rare Earth Project Development Status
Table 32. European Rare Earth Deposit Characteristics and Processing Requirements
Table 33. European Light Rare Earth Reserve Distribution and Market Applications
Table 34. Project Technical Specifications and Commercial Projections
Table 35. Olserum Project Development Characteristics and Market Positioning
Table 36. South American Rare Earth Development Opportunities
Table 37.African Rare Earth Development Opportunities by Country
Table 38. African Rare Earth Project Development Pipeline Status
Table 39. Global Rare Earth Mineral Resource Distribution
Table 40. Rare Earth Mineral Composition and Processing Characteristics
Table 41. Hard Rock vs Ionic Clay Deposit Comparison
Table 42. Ion-Adsorption Clay Technology Performance Characteristics
Table 43. Global Rare Earth Resource Distribution and Quality Assessment
Table 44. Global Rare Earth Mining Production by Country (2025)
Table 45. Major Rare Earth Mining Projects by Development Stage
Table 46. Rare Earth Mining Project Financial Performance by Category
Table 47. Rare Earth Discovery Lifecycle Risk and Investment Profile
Table 48. Value Creation Opportunities by Development Stage
Table 49. Myanmar Rare Earth Production and Integration Dynamics
Table 50. Development Challenge Categories and Mitigation Approaches
Table 51. Rare Earth Processing Technology Comparison
Table 52. Rare Earth Processing Technology Comparison Matrix
Table 53. 2024 Global Processing Performance Metrics by Region
Table 54. Ore-to-Oxide Processing Pathway Performance Metrics
Table 55. Concentrate Cracking Technology Comparison and Performance
Table 56. Mineral-Specific Processing Requirements and Performance
Table 57. Separation Technology Performance and Application Characteristics
Table 58. Solvent Extraction System Design Parameters and Performance
Table 59. Technology Adoption Decision Matrix by Facility Characteristics
Table 60. Feedstock Flexibility Comparison Between Separation Technologies
Table 61. Chromatography System Specifications and Performance Requirements
Table 62. Multi-Line Processing System Characteristics and Capabilities
Table 63. Separation Chemical Portfolio and Application Characteristics
Table 64. Global Processing Capacity Expansion Projections 2025-2036
Table 65. Projected Global Processing Market Share Evolution 2025-2036
Table 66. Key Global Rare Earth Separation Companies and Market Positioning
Table 67. European Separation Project Development Timeline and Capacity Targets
Table 68. North American Rare Earth Separation and Processing Projects
Table 69. Global Rare Earth Metallization Capacity Distribution (2025)
Table 70. Metallization and Alloy Production Processes
Table 71. Rare Earth Magnet Alloy Compositions and Performance Characteristics
Table 72. 2025 Global Rare Earth Metal Refining Capacity Distribution
Table 73. NdFeB Magnet Grade Performance and Applications
Table 74. Permanent Magnet Technology Performance Comparison
Table 75. Benefits of Rare Earth Magnets Performance Comparison
Table 76. Rare Earth Element Performance Impact and Utilization Strategy
Table 77. NdFeB Grade Classification and Performance Specifications
Table 78. Dysprosium Content vs Performance and Cost Impact
Table 79. NdFeB Magnet Cost Structure and Metal Price Sensitivity
Table 80. SmCo vs NdFeB Performance Comparison for High-Temperature Applications
Table 81. Sintered Magnet Manufacturing Process Parameters and Control Requirements
Table 82. Sintered Magnet Coating System Performance and Cost Comparison
Table 83. Bonded Magnet Manufacturing Process Comparison
Table 84. Grain Boundary Diffusion vs Conventional Heavy Rare Earth Addition
Table 85. Global Rare Earth Magnet Production Capacity Analysis 2025
Table 86. Global Rare Earth Magnet Production Forecast by Region 2025-2036
Table 87. 2025 Global Rare Earth Magnet Demand by Application Sector
Table 88. NdFeB vs SmCo Market Positioning and Application Characteristics
Table 89. Product Evolution Timeline and Performance Targets by Application
Table 90. Electric Vehicle Motor Technology Market Share Evolution
Table 91. Regional Vehicle Electrification Penetration and Growth Projections
Table 92. Electric Vehicle Motor Technology Power Density Comparison
Table 93. Companies Developing Rare Earth-Free Motors
Table 94. Ferrite vs Neodymium Motor Performance Comparison
Table 95. E-Mobility Demand Forecasts (tonnes), 2026-2036
Table 96. Wind Turbine Technology and Rare Earth Magnet Requirements
Table 97. Wind Energy Capacity Expansion and Magnet Demand Projections
Table 98. Wind Energy Market Demand Forecasts (tonnes), 2026-2036
Table 99. HDD Market Evolution and Magnet Demand Impact
Table 100. HDD Market Evolution and Magnet Demand Impact
Table 101. Primary Applications by Robot Category
Table 102. Specialized Robotics Applications
Table 103. Industrial Robotics Applications
Table 104. Service Robotics Applications
Table 105. Robotics Market Demand Forecasts (tonnes), 2026-2036
Table 106. Rare Earth Element Recycling Priority Assessment
Table 107. Magnetic Application Feedstock Analysis
Table 108. Secondary Source Material Characteristics
Table 109. Recycling Technology Comparison Matrix
Table 110. Short-Loop Recycling Performance Characteristics
Table 111. Long-Loop Technology Process Comparison
Table 112. Long-Loop Processing Cost Structure
Table 113. Key Recycling Companies Technology Focus
Table 114. Magnet Recycling Value Chain Development (2026-2036)
Table 115. 2030 Recycling Capacity by Technology and Region
Table 116. Electric Motor Recycling Characteristics
Table 117. Production Capacity Forecasts by Geographic Region (tonnes), 2026-2036
Table 118. Non-Chinese Capacity Investment Analysis by Region and Phase
Table 119. Rare Earth Magnet Demand Forecasts (tonnes), by Application Segments, 2026-2036
Table 120. Application Market Share Evolution (%)
Table 121. Mature Market Demand Projections (tonnes)
Table 122. Market Demand Forecasts (tonnes), by Materials, 2026-2036
Table 123. Material Demand Forecasts Excluding Iron Content (tonnes), 2026-2036
Table 124. Magnet Material Demand by Performance Grade (tonnes), 2026-2036
Table 125. Revenues by Application (US$M), 2026-2036
Table 126. Supply-Demand Balance Analysis (kilotonnes)
Table 127. Recycling Capacity and Feedstock Forecasts (tonnes), 2026-2036
Table 128. Feedstock-Based Recycling Volume (tonnes), 2026-2036
Table 129. Recycling Feedstock Composition Evolution, 2026-2036
Table 130. Recycling Volume Forecasts (tonnes), by Technology, 2026-2036
Table 131. Primary versus Secondary Source Production Segmentation, 2026-2036
Table 132. Material Recovery Volume Forecasts (tonnes), 2026-2036
Table 133. Material Recovery Forecasts (US$M), 2026-2036
Table 134. Transportation Electrification Impact on Rare Earth Magnet Demand
Table 135. Government Supply Chain Resilience Investments by Region (2023-2030)
Table 136. Grain Boundary Diffusion vs Conventional Doping Comparison
Table 137. Investment Opportunity Assessment Framework
Table 138. Rare Earth Magnet Classification Framework
Table 139. Benchmark Performance Standards by Grade
Table 140.Critical Material Risk Assessment Matrix (2025)
Table 141.Global Rare Earth Magnet Production by Region (tonnes), 2020-2025E
Table 142. Rare Earth Magnet Grade Performance Specifications
Table 143. Capital Investment Requirements by Project Type

List of Figures

Figure 1. Rare Earth Element Key Applications,
Figure 2. 2025 Global Rare Earth Magnet Demand by Application (Tonnes)
Figure 3. Rare Earth Demand by Application (2025)
Figure 4. Material Transformation from Host Rock Deposit to Purity Eare Earh Element Products
Figure 5. Rare Earth Element Extraction Process
Figure 6. Bioleaching SWOT Analysis
Figure 7. E-Mobility Demand Forecasts (tonnes), 2026-2036
Figure 8. Wind Energy Market Demand Forecasts (tonnes), 2026-2036
Figure 9. Robotics Market Demand Forecasts (tonnes), 2026-2036
Figure 10. Production Capacity Forecasts by Geographic Region (tonnes), 2026-2036
Figure 11. Rare Earth Magnet Demand Forecasts (tonnes), by Application Segments, 2026-2036
Figure 12. Mature Market Demand Projections (tonnes)
Figure 13. Market Demand Forecasts (tonnes), by Materials, 2026-2036
Figure 14. Material Demand Forecasts Excluding Iron Content (tonnes), 2026-2036
Figure 15. Revenues by Application (US$M), 2026-2036
Figure 16. Recycling Capacity and Feedstock Forecasts (tonnes), 2026-2036
Figure 17. Feedstock-Based Recycling Volume (tonnes), 2026-2036
Figure 18. Material Recovery Volume Forecasts (tonnes), 2026-2036

The rare earth magnet market stands at a critical juncture in 2025, shaped by unprecedented geopolitical tensions, supply chain disruptions, and explosive demand growth from emerging technologies. The industry's strategic importance has become paramount as governments and corporations recognize these materials as essential infrastructure for the global energy transition and technological advancement. The most significant recent development has been China's implementation of export controls on rare earth magnets beginning in April 2025, which triggered immediate supply chain disruptions across multiple industries. China's rare earth magnet exports to the United States experienced dramatic volatility, with shipments initially halted before surging 660% in June 2025 following trade negotiations. This rebound, while substantial, still leaves overall 2025 exports trailing previous year levels, demonstrating the fragility of current supply arrangements.

The export restrictions particularly impacted critical applications including defense systems, electric vehicles, and emerging technologies like Tesla's Optimus humanoid robots. Ford halted production at its Chicago plant due to magnet shortages, while companies across industries depleted stockpiles while scrambling for alternative sources. Despite a temporary trade framework announced in June 2025, implementation remains problematic with companies facing ongoing uncertainty about future supply availability.

The crisis has accelerated fundamental restructuring of global rare earth magnet supply chains. The U.S. Department of Defense's $400 million investment in MP Materials represents the largest government intervention in the sector, aimed at creating domestic magnet production capabilities. MP Materials has strategically halted all rare earth exports to China as of April 2025, redirecting focus toward domestic processing and magnet manufacturing at its Mountain Pass facility. Apple's $500 million partnership with MP Materials for recycling facility development exemplifies industry efforts to build resilient domestic supply chains. These initiatives reflect growing recognition that supply chain diversification requires comprehensive investment across the entire value chain, from mining through final magnet production. However, analysts warn that developing complete alternatives to Chinese capabilities will require years rather than months, given the complex separation and processing technologies involved.

Market fundamentals remain exceptionally strong despite supply disruptions. Global rare earth magnet demand approaches 385,000 tonnes annually in 2025, valued at approximately $19 billion, with compound annual growth of 7.8% driven primarily by automotive electrification and renewable energy deployment. Emerging applications promise even more dramatic growth. Robotics, currently a small demand category, is forecast to become the single largest driver of neodymium-iron-boron (NdFeB) magnet consumption by 2040, driven by professional service robots in manufacturing, hospitality, and transportation. The humanoid robotics sector alone could require massive magnet quantities as production scales toward potential deployment of billions of units.

Rising costs and supply uncertainty are driving intensive research into alternative magnet technologies. Cerium-based formulations are gaining attention as substitutes for dysprosium-enhanced magnets, with cerium offering advantages as a light rare earth element avoiding current export restrictions. Companies like Volkswagen's Scout Motors are exploring magnet-free motor designs, while automakers broadly investigate reduced-magnet architectures. However, these alternatives often involve performance trade-offs that limit applicability in high-performance applications. The concept of "demand destruction" through technological substitution represents a long-term market risk, but near-term demand growth from electrification continues to outpace substitution efforts.

The rare earth magnet market's evolution represents a fundamental shift from commodity trading toward strategic resource management, with profound implications for global technology deployment, national security, and the pace of energy transition. Success in navigating these challenges will determine which nations and companies maintain technological leadership in the emerging clean energy economy.

"The Global Rare Earth Magnets Market 2026-2036" provides the most comprehensive analysis of the rapidly evolving rare earth permanent magnet industry, delivering critical insights into market dynamics, supply chain vulnerabilities, technological innovations, and strategic opportunities across key application sectors. This authoritative 270-page plus report combines deep technical expertise with extensive market research to deliver actionable intelligence for stakeholders navigating the complex rare earth magnet ecosystem. As global demand for high-performance magnetic materials accelerates driven by electrification megatrends, renewable energy deployment, and emerging technologies including humanoid robotics, the rare earth magnet market faces unprecedented supply chain challenges and strategic realignment. With China's dominant position in production and processing creating geopolitical risks, alternative supply chain development has become a critical priority for governments and corporations worldwide.

This report examines the complete rare earth magnet value chain from mining and separation through metallization, manufacturing, and recycling, providing detailed analysis of production capacity forecasts, demand projections by application segment, technological innovation pathways, and strategic recommendations for market participants. The analysis covers neodymium-iron-boron (NdFeB) and samarium-cobalt (SmCo) permanent magnet technologies across automotive, wind energy, consumer electronics, data centers, robotics, medical imaging, aerospace, marine, and industrial automation applications.

Report contents include:

Critical materials classification and rare earth magnet technology fundamentals
Global market sizing, demand projections, and geographic distribution analysis
Supply chain architecture assessment and strategic implications
Regulatory environment evolution and policy framework impact
Supply Chain and Value Chain Analysis
- Complete value chain structure from mining through magnet manufacturing
- Geographic production stage distribution and regional cluster development
- Market entry barriers, implementation challenges, and competitive dynamics
- 2025 export restriction impact assessment on dysprosium, terbium, and NdFeB alloys
Rare Earth Mining and Production
- Global mining landscape with detailed regional development analysis
- North American, Australian, European, South American, and African project pipelines
- Hard rock versus ionic clay deposit comparison and processing technologies
- Mining economics, financial modelling, and resource discovery lifecycle analysis
Processing and Separation Technologies
- Comprehensive processing technology comparison including hydrometallurgical and bioleaching methods
- Solvent extraction, chromatography, and multi-line separation system analysis
- Global processing capacity forecasts and geographic distribution projections
- Technology innovation roadmap and development priorities
Magnet Manufacturing and Technology
- Metallization process fundamentals and global capacity control analysis
- NdFeB and SmCo magnet technology comparison and performance characteristics
- Sintered and bonded magnet manufacturing processes and innovation developments
- Grade classification, performance specifications, and cost structure analysis
Application Market Analysis
- Electric vehicle and e-mobility market demand forecasts with motor technology assessment
- Wind energy sector analysis including turbine technology and magnet requirements
- Consumer electronics, data centers, and hard disk drive market dynamics
- Robotics and humanoid robot technology platform analysis
- Medical imaging, aerospace, marine, and industrial automation applications
Recycling Technologies and Circular Economy
- Short-loop and long-loop recycling technology comparison and performance analysis
- Feedstock sources, pre-processing challenges, and automation integration
- Market barriers assessment and industry outlook through 2036
- Value chain evolution and circular supply chain development
Market Forecasts and Strategic Analysis
- Production capacity forecasts by geographic region (2026-2036)
- Demand projections by application segments and materials
- Supply-demand balance analysis and shortage risk assessment
- Revenue forecasts, investment opportunities, and risk assessment framework
- Technology innovation roadmap and competitive dynamics evolution
Company Profiles and Competitive Intelligence
- Detailed analysis of 29 leading companies across the rare earth magnet value chain
- Strategic positioning, technology focus, and market development initiatives
- Investment activities, partnership strategies, and capacity expansion plans

The report provides comprehensive profiles of 32 leading companies across the rare earth magnet value chain including Arafura Resources Limited, Australian Strategic Materials Ltd (ASM), Carester (Caremag), Cyclic Materials, Energy Fuels Inc., Hastings Technology Metals Limited, HyProMag, Ionic Rare Earths, Ionic Technologies, JL Mag, Lynas Rare Earths Limited, MagREEsource, Materials Nexus, Metalysis, MP Materials Corporation, Neo Performance Materials, Niron Magnetics, and more.... These profiles examine strategic positioning, technology capabilities, production capacity, market focus, and development initiatives across mining, processing, manufacturing, and recycling operations.

1. EXECUTIVE SUMMARY

1.1. Market Definition and Technology Overview
1.2. Advantages of Rare Earth Magnetic Materials
1.3. Markets and Applications
1.4. Rare Earth Supply Chain
1.5. Rare Earth Magnet Ecosystem
- 1.5.1. Market Players
- 1.5.2. Production
- 1.5.3. Manufacturing Capacity
1.6. Global Market Demand
- 1.6.1. Automotive
- 1.6.2. Wind Energy
- 1.6.3. Humanoid Robots
1.7. Separation Technologies
1.8. Recycling Technologies

2. INTRODUCTION

2.1. Critical Materials Classification and Importance of Rare Earth Elements
2.2. Rare earth element demand in Magnetic Applications
2.3. Technology Segmentation
2.4. Value Chain Architecture and Dependencies
2.5. Chinese Market Consolidation Impact Assessment
- 2.5.1. Market Structure
- 2.5.2. Strategic Implications
2.6. Supply Uncertainty Drivers and Market Response
- 2.6.1. Geopolitical Tensions and Trade Policy
  - 2.6.1.1. USA-China Trade Tensions and Supply Chain Issues
- 2.6.2. Price Volatility and Market Dynamics
- 2.6.3. Supply Disruptions
2.7. Alternative Supply Chain Development Catalysts
- 2.7.1. Policy and Regulatory Drivers
- 2.7.2. Corporate Strategic Initiatives
- 2.7.3. Investment and Funding
- 2.7.4. Technology Innovation
2.8. Regulatory Environment and Policy Framework Evolution
- 2.8.1. Export Control Regimes
- 2.8.2. Environmental and Safety Regulations
- 2.8.3. Trade Policy and Tariff Systems
- 2.8.4. Industrial Policy Initiatives

3. RARE EARTH MAGNTS SUPPLY CHAIN

3.1. Value Chain Structure and Material Flow Analysis
3.2. Geographic Distribution of Production Stages
- 3.2.1. Mining Stage Geographic Distribution
- 3.2.2. Processing and Separation
- 3.2.3. Metallization Bottlenecks
- 3.2.4. Magnet Manufacturing Concentration
3.3. Regional Clusters
- 3.3.1. North America
- 3.3.2. Europe
- 3.3.3. Asia
3.4. Rare earth magnet industry ecosystem
- 3.4.1. Tier 1 Integrated Players
- 3.4.2. Specialized Mining Companies
- 3.4.3. Processing and Separation Specialists
- 3.4.4. Magnet Manufacturing Companies
- 3.4.5. Technology and Equipment Suppliers
3.5. Market Entry Barriers and Implementation Challenges
- 3.5.1. Technology and Knowledge Barriers
- 3.5.2. Capital Investment Requirements
- 3.5.3. Market Access and Customer Development
- 3.5.4. Regulatory and Environmental Compliance
- 3.5.5. Strategic Response Approaches
- 3.5.6. 2025 Export Restrictions: Dysprosium, Terbium, and NdFeB Alloy Impact

4. RARE EARTH MINING

4.1. Global Mining Landscape and Production
- 4.1.1. Production Economics and Cost Structure
4.2. Global Capacity
4.3. Rare Mining Industry Development
- 4.3.1. Capacity Expansion Outside China
- 4.3.2. Technology Development and Innovation
- 4.3.3. Environmental and Social Governance (ESG) Standards
- 4.3.4. Strategic Partnership Models
- 4.3.5. Government Policy and Support
4.4. Regional Mining Development
- 4.4.1. North America
  - 4.4.1.1. Mountain Pass
  - 4.4.1.2. Nechalacho Mine
- 4.4.2. Australia
  - 4.4.2.1. Mount Weld
  - 4.4.2.2. Yangibana
  - 4.4.2.3. Nolans
  - 4.4.2.4. Goschen and Cannie Projects
- 4.4.3. Europe
  - 4.4.3.1. Fen Complex
  - 4.4.3.2. Olserum
- 4.4.4. South America
- 4.4.5. Africa
4.5. Mineral Focus Areas
4.6. Hard Rock versus Ionic Clay Deposits
4.7. Ion-Adsorption Clay In-Situ Leaching Technology
4.8. Worldwide Resource Distribution and Availability
- 4.8.1. Main production countries
4.9. Global rare earth mining project pipeline
4.10. Mining Development Economics and Financial Modelling
4.11. Resource Discovery Lifecycle: Risk and Activity Patterns
4.12. Discovery Timeline and Value Creation Opportunities
4.13. Production in China
4.14. Asian rare earth production outside China
- 4.14.1. Myanmar Production
4.15. Development Challenges and Production Pathway Obstacles

5. PROCESSING AND SEPARATION TECHNOLOGIES

5.1. Overview
- 5.1.1. Global Processing Capacity Distribution
5.2. Industry Outlook
- 5.2.1. Capacity Expansion Dynamics
- 5.2.2. Technology Development and Differentiation
- 5.2.3. Environmental and Sustainability Considerations
- 5.2.4. Strategic Market Positioning
5.3. Processing and Separation Methods
- 5.3.1. Ore-to-Oxide Processing Pathway Analysis
- 5.3.2. Concentrate Cracking and Leaching Operations
- 5.3.3. Hydrometallurgical Processing
- 5.3.4. Midstream Processor Challenges and Market Pressures
- 5.3.5. Solvent Extraction
  - 5.3.5.1. Sequential Separation
  - 5.3.5.2. Solvent Extraction versus Chromatography
- 5.3.6. Liquid Chromatography
- 5.3.7. Bioleaching
- 5.3.8. Pyrometallurgical Processing
- 5.3.9. Ion Exchange Technology
- 5.3.10. Membrane Separation Processes
- 5.3.11. Multi-Line Processing for Complete Light and Heavy Rare Earth Separation
- 5.3.12. Chemical and Ligand Portfolio for Separation
5.4. Global Processing Capacity
- 5.4.1. North American Processing
5.5. Separation Capacity
- 5.5.1. China
  - 5.5.1.1. Chinese rare earth processing capacity expansion
  - 5.5.1.2. Light and Heavy Rare Earth Separation Infrastructure
  - 5.5.1.3. Non-Chinese Processing Capacity
- 5.5.2. Asia
  - 5.5.2.1. Lynas Malaysia
- 5.5.3. Europe
- 5.5.4. North America
- 5.5.5. Australia

6. MAGNET MANUFACTURING

6.1. Metallization Process Fundamentals
6.2. Global Metallization Capacity and Control
6.3. Metallization Market Outlook
6.4. Metallization and Alloy Production Processes
6.5. Common Magnet Metals and Alloy Products
6.6. Metal Production Through Smelting and Reduction
6.7. Metallization Processing
6.8. Advanced Metallization Processing Methods
- 6.8.1. Molten Salt Electrolysis
- 6.8.2. Metallothermic Reduction
- 6.8.3. Vacuum Distillation for Heavy Rare Earth Purification
- 6.8.4. Strip Casting for Alloy Optimization
6.9. Chinese Dominance
6.10. Global Refining Capacity
- 6.10.1. Refining Opportunities and Market Challenges
6.11. Magnet Technology
- 6.11.1. NdFeB Magnet Technology
- 6.11.2. Dysprosium and Terbium
- 6.11.3. SmCo Magnet Technology
6.12. Established Magnets and Rare Earth Materials
6.13. Benefits of Rare Earth Magnets
6.14. NdFeB Magnets
- 6.14.1. Praseodymium and Heavy Rare Earth Performance Enhancement
- 6.14.2. NdFeB Grade Classification and Performance Characteristics
- 6.14.3. Dysprosium Alloying
- 6.14.4. Metal Costs
6.15. Samarium-cobalt magnets
- 6.15.1. Properties
- 6.15.2. NdFeB versus SmCo
6.16. Sintered Rare Earth Magnet Manufacturing
- 6.16.1. Coating systems for sintered rare earth magnets
6.17. Bonded rare earth magnets
- 6.17.1. Bonded Magnet Manufacturing
6.18. Rare earth magnet manufacturing innovation
- 6.18.1. Grain boundary diffusion technology
- 6.18.2. Advanced Jet Milling Technologies
6.19. Global Production Market and Capacity
- 6.19.1. Global rare earth magnet production capacity
- 6.19.2. 2025 global rare earth magnet production landscape
- 6.19.3. Regional Production
  - 6.19.3.1. China
  - 6.19.3.2. Rest of Asia
  - 6.19.3.3. Europe
  - 6.19.3.4. USA
- 6.19.4. Global Production Forecast 2025-2036

7. END USE MARKETS

7.1. Overview
- 7.1.1. Applications
- 7.1.2. Market segmentation
- 7.1.3. Weight-based demand
- 7.1.4. Product Evolution
7.2. Electric Vehicle and E-Mobility Markets
- 7.2.1. Market Overview for Rare Earth Magnets
- 7.2.2. Global vehicle electrification
- 7.2.3. Electric vehicle traction motor Technology
  - 7.2.3.1. Overview
  - 7.2.3.2. Electric Vehicle Motor Sizing
  - 7.2.3.3. Power Density
  - 7.2.3.4. Permanent magnet motor technologies
- 7.2.4. Market Analysis
  - 7.2.4.1. Permanent Magnet Motor Advantages
  - 7.2.4.2. Motor Design Optimization
  - 7.2.4.3. Grade Selection
  - 7.2.4.4. Rare Earth-Free Motor Technologies and Trade-Offs
- 7.2.5. Supply Chain Integration
- 7.2.6. Rotor Analysis
- 7.2.7. Rare Earth Elimination
  - 7.2.7.1. Tesla
- 7.2.8. Japanese automotive manufacturers
- 7.2.9. Comparative analysis of ferrite and neodymium motor technologies
- 7.2.10. Magnet Export Restriction Impact on Automotive Sector
- 7.2.11. Market Demand Forecasts (tonnes), 2026-2036
7.3. Wind Energy
- 7.3.1. Overview
- 7.3.2. Magnet Demand
  - 7.3.2.1. Offshore Wind
  - 7.3.2.2. Onshore Wind
- 7.3.3. Wind energy capacity expansion
- 7.3.4. Material Requirements in Wind Energy
- 7.3.5. Permanent magnet synchronous generators
- 7.3.6. Rare Earth Magnets Implementation
- 7.3.7. Wind turbine magnet requirements
- 7.3.8. Market Demand Forecasts (tonnes), 2026-2036
7.4. Consumer Electronics and Data Center Applications
- 7.4.1. Overview
- 7.4.2. Hard Disk Drive Market Dynamics
- 7.4.3. Data Center Infrastructure
  - 7.4.3.1. Cooling System Applications
  - 7.4.3.2. Power Supply and UPS Applications
  - 7.4.3.3. Emerging Technology Applications
- 7.4.4. Magnet Demand
  - 7.4.4.1. Consumer electronics
  - 7.4.4.2. Hard Disk Drive (HDD) Technology
  - 7.4.4.3. Data center and cloud computing applications
  - 7.4.4.4. Permanent Magnet Demand Outlook in HDD Applications
7.5. Robotics
- 7.5.1. Overview
- 7.5.2. Humanoid Robotics
- 7.5.3. Industrial Robots
- 7.5.4. Service Robots
- 7.5.5. Mobile/AGV
- 7.5.6. Market Demand Forecasts (tonnes), 2026-2036
7.6. Other Application Markets
- 7.6.1. Medical Imaging and Healthcare Technology
  - 7.6.1.1. Magnetic Resonance Imaging (MRI) System Applications
  - 7.6.1.2. Advanced MRI Technology
  - 7.6.1.3. Proton Therapy and Medical Accelerator Applications
  - 7.6.1.4. Surgical Robotics and Medical Device Applications
  - 7.6.1.5. Prosthetic Devices and Rehabilitation Equipment
  - 7.6.1.6. Diagnostic Equipment and Laboratory Instrumentation
- 7.6.2. Aerospace
  - 7.6.2.1. Commercial Aviation Applications
  - 7.6.2.2. Military and Defence Aerospace
  - 7.6.2.3. Space and Satellite Applications
- 7.6.3. Marine
  - 7.6.3.1. Commercial Marine Applications
  - 7.6.3.2. Naval and Military Marine
- 7.6.4. Industrial Automation and Precision Manufacturing
  - 7.6.4.1. Precision Manufacturing Applications
  - 7.6.4.2. Process Control Systems

8. RARE EARTH MAGNET RECYCLING

8.1. Overview
- 8.1.1. Recycling Industry Trends
- 8.1.2. Critical Rare Earth Elements
8.2. Geographic Supply Chain Concentration
8.3. Demand Concentration
8.4. Primary and Secondary Material Stream
8.5. Secondary Source Rare Earth Element Content
8.6. Methods for Waste Material Recovery
- 8.6.1. Long-Loop and Short-Loop Recycling
- 8.6.2. Short-Loop Recycling
  - 8.6.2.1. Hydrogen Decrepitation Technology
  - 8.6.2.2. Powder Metallurgy Processing
  - 8.6.2.3. Performance Comparison with Virgin Material
- 8.6.3. Long-Loop Magnet Recycling
  - 8.6.3.1. Solvent Extraction
  - 8.6.3.2. Liquid Chromatography Feedstock
  - 8.6.3.3. Specialized ion exchange resins
8.7. Companies
8.8. Waste Pre-Processing and Automation Integration in Recycling
8.9. Recycling Market in 2025
- 8.9.1. Magnet Recycling Value Chain
- 8.9.2. Critical Rare Earth Circular Supply Chain
- 8.9.3. 2030 Recycling Capacity
8.10. Primary feedstock sources
8.11. Electric Rotor Magnet Recycling
- 8.11.1. Pre-Processing Challenges
8.12. Manufacturing Waste
8.13. Market barriers
8.14. Recycling Industry Outlook
- 8.14.1. Opportunities and Implementation Trends
- 8.14.2. Innovation
- 8.14.3. Value Chain Evolution

9. MARKET FORECASTS

9.1. Production Capacity Forecasts by Geographic Region (tonnes), 2026-2036
9.2. Rare Earth Magnet Demand Forecasts (tonnes), by Application Segments, 2026-2036
9.3. Market Demand Forecasts (tonnes), by Materials, 2026-2036
9.4. Magnet Material Demand by Performance Grade (tonnes), 2026-2036
9.5. Revenues by Application (US$M), 2026-2036
9.6. Supply-Demand Balance (kilotonnes), 2026-2036
9.7. Recycling Market Forecasts
- 9.7.1. Recycling Capacity and Feedstock Forecasts (tonnes), 2026-2036
- 9.7.2. Feedstock-Based Recycling Volume (tonnes), 2026-2036
- 9.7.3. Recycling Feedstock Composition Evolution, 2026-2036
- 9.7.4. Recycling Volume Forecasts (tonnes), by Technology, 2026-2036
- 9.7.5. Primary versus Secondary Source Production Segmentation, 2026-2036
- 9.7.6. Material Recovery Volume Forecasts (tonnes), 2026-2036
- 9.7.7. Material Recovery Forecasts (US$M), 2026-2036

10. STRATEGIC ANALYSIS AND MARKET OUTLOOK

10.1. Market Drivers and Growth Catalysts Assessment
- 10.1.1. Electrification Megatrend and Transportation Transformation
  - 10.1.1.1. Electric Vehicle Market Dynamics
- 10.1.2. Renewable Energy Infrastructure Expansion
  - 10.1.2.1. Wind Energy Market Development
  - 10.1.2.2. Energy Storage and Grid Infrastructure
- 10.1.3. Industrial Automation and Industry 4.0
  - 10.1.3.1. Manufacturing Automation Trends
  - 10.1.3.2. Smart Manufacturing Integration
10.2. Supply Chain Resilience and Risk Mitigation Strategies
- 10.2.1. Geographic Diversification Imperatives
- 10.2.2. Vertical Integration and Strategic Partnerships
10.3. Technology Innovation Roadmap and Development Priorities
- 10.3.1. Alternative Material Development
  - 10.3.1.1. Rare Earth-Free Magnet Technologies
  - 10.3.1.2. Rare Earth Content Reduction
- 10.3.2. Manufacturing Process Innovation
  - 10.3.2.1. Advanced Manufacturing Processes
  - 10.3.2.2. Grain Boundary Diffusion Technology
  - 10.3.2.3. Advanced Powder Processing
  - 10.3.2.4. Automation and Industry 4.0 Integration
10.4. Competitive Dynamics and Market Structure Evolution
- 10.4.1. Emerging Competitive Landscape
  - 10.4.1.1. New Market Entrants and Capacity Development
  - 10.4.1.2. Technology Differentiation Strategies
10.5. Investment Opportunities and Risk Assessment Framework
- 10.5.1. Primary Supply Chain Development
- 10.5.2. Technology Development and Innovation
- 10.5.3. Risk Assessment and Mitigation Strategies
10.6. Policy Environment Impact and Regulatory Compliance Requirements
- 10.6.1. Critical Materials Policy Framework Evolution
  - 10.6.1.1. Strategic Materials Classification
  - 10.6.1.2. Trade Policy and Economic Security
- 10.6.2. Environmental and Sustainability Regulations
  - 10.6.2.1. Environmental Compliance Requirements
- 10.6.3. Sustainability and ESG Requirements
10.7. Sustainability Considerations and Environmental Impact Analysis
- 10.7.1. Environmental Impact Assessment and Mitigation
  - 10.7.1.1. Processing Environmental Challenges
  - 10.7.1.2. Life Cycle Assessment and Carbon Footprint
- 10.7.2. Circular Economy Development and Waste Minimization
  - 10.7.2.1. Recycling Industry Integration
  - 10.7.2.2. Product Design for Recyclability
10.8. Market Evolution Timeline and Key Inflection Points
10.9. Strategic Recommendations by Stakeholder Category

11. COMPANY PROFILES (32 company profiles)

12. APPENDIX

12.1. Report Scope and Research Objectives
12.2. Data Collection and Analysis Framework
12.3. Market Boundaries and Classification System
12.4. Technology Performance Benchmarking Criteria
12.5. Critical Materials Assessment Framework
12.6. Supplementary Data Tables and Charts
- 12.6.1. Historical Market Data (2020-2025)
- 12.6.2. Technology Performance Benchmarks
- 12.6.3. Investment and Financial Analysis
12.7. Regional Policy and Regulation Summary
- 12.7.1. United States Policy Framework
- 12.7.2. European Union Policy Framework
- 12.7.3. China Policy and Regulatory Environment

希土類磁石の世界市場（2026年～2036年）

The Global Rare Earth Magnets Market 2026-2036

目次

第1章エグゼクティブサマリー

第2章イントロダクション

第3章希土類磁石のサプライチェーン

第4章レアアース鉱業

第5章処理・分離技術

第6章磁石製造

第7章最終用途市場

第8章希土類磁石のリサイクル

第9章市場予測

第10章戦略的分析と市場見通し

第11章企業プロファイル（企業32社のプロファイル）

第12章付録

第13章参考文献

List of Tables

List of Figures

Report contents include:

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. INTRODUCTION

3. RARE EARTH MAGNTS SUPPLY CHAIN

4. RARE EARTH MINING

5. PROCESSING AND SEPARATION TECHNOLOGIES

6. MAGNET MANUFACTURING

7. END USE MARKETS

8. RARE EARTH MAGNET RECYCLING

9. MARKET FORECASTS

10. STRATEGIC ANALYSIS AND MARKET OUTLOOK

11. COMPANY PROFILES (32 company profiles)

12. APPENDIX

13. REFERENCES

希土類磁石の世界市場（2026年～2036年）

The Global Rare Earth Magnets Market 2026-2036

目次

第1章 エグゼクティブサマリー

第2章 イントロダクション

第3章 希土類磁石のサプライチェーン

第4章 レアアース鉱業

第5章 処理・分離技術

第6章 磁石製造

第7章 最終用途市場

第8章 希土類磁石のリサイクル

第9章 市場予測

第10章 戦略的分析と市場見通し

第11章 企業プロファイル（企業32社のプロファイル）

第12章 付録

第13章 参考文献

List of Tables

List of Figures

Report contents include:

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

2. INTRODUCTION

3. RARE EARTH MAGNTS SUPPLY CHAIN

4. RARE EARTH MINING

5. PROCESSING AND SEPARATION TECHNOLOGIES

6. MAGNET MANUFACTURING

7. END USE MARKETS

8. RARE EARTH MAGNET RECYCLING

9. MARKET FORECASTS

10. STRATEGIC ANALYSIS AND MARKET OUTLOOK

11. COMPANY PROFILES (32 company profiles)

12. APPENDIX

13. REFERENCES

第1章エグゼクティブサマリー

第2章イントロダクション

第3章希土類磁石のサプライチェーン

第4章レアアース鉱業

第5章処理・分離技術

第6章磁石製造

第7章最終用途市場

第8章希土類磁石のリサイクル

第9章市場予測

第10章戦略的分析と市場見通し

第11章企業プロファイル（企業32社のプロファイル）

第12章付録

第13章参考文献