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Interactive Map: Global Rare Earth Elements & Critical Minerals

Use this interactive map to explore the global distribution of critical minerals and rare earth element deposits, including active mining regions and vital resource occurrences.

Cartographer's Notes & Data Sourcing

To construct this comprehensive global map, raw occurrence and deposit data were sourced directly from the U.S. Geological Survey (USGS). Key datasets include the Global Rare Earth Element Occurrence Database, Critical Mineral Deposits version 2.0 (April 2024), the Mineral Resources Data System (MRDS), and the comprehensive USGS Open-File Reports (2005-1294) detailing global geology and nonfuel mineral deposits. The geospatial data was processed using GIS and rendered as an interactive overlay to visualize the strategic distribution of these vital resources.



1) What's the difference? Do they overlap?

Critical minerals (policy term)

Definition: Non-fuel minerals judged essential to the economy or national security and at risk of supply disruption. The exact list varies by country and is updated periodically (e.g., U.S. 2022 list; EU 2023 Critical Raw Materials Act). In practice it includes lithium, nickel, cobalt, graphite, copper (EU), rare earths, gallium, germanium, PGMs, etc.

Scope ~30-50+ materials (jurisdiction-dependent)
Basis Economic importance + supply risk

Rare Earth Elements (REE)

Definition: The 17 metals consisting of the 15 lanthanides plus scandium and yttrium. Despite the name, several are as common as copper in the crust; the challenge is economically minable concentrations and processing.

Scope 17 elements (La-Lu + Sc, Y)
Examples Nd, Pr, Dy, Tb for high-performance magnets
Overlap: REE are typically inside modern "critical mineral" lists (e.g., U.S. 2022; EU 2023). So: all REE are critical minerals in policy, but not all critical minerals are REE.



Critical and Rare Earth Minerals


2) Lists & comparison - what they are and how "rare"

REE (17) - grouped and "rarity" shorthand

GroupElementsCrustal abundance notes
Light REELa, Ce, Pr, Nd, Pm*, Sm, Eu, GdCe ~60 ppm (similar-order to Cu); Nd ~40 ppm. Pm has no stable isotopes (trace in nature).
Heavy REETb, Dy, Ho, Er, Tm, Yb, Lu + YHeavier REE trend rarer; Tm & Lu ~0.5 ppm. Y ~22 ppm.
PlusScDispersed; often recovered as by-product.

"Rare" refers to mineable concentrations & processing complexity more than sheer crustal presence.

La Lanthanum
Ce Cerium
Pr Praseodymium
Nd Neodymium
Pm Promethium
Sm Samarium
Eu Europium
Gd Gadolinium
Tb Terbium
Dy Dysprosium
Ho Holmium
Er Erbium
Tm Thulium
Yb Ytterbium
Lu Lutetium
Y Yttrium
Sc Scandium

Selected "Critical" minerals (examples)

Mineral/materialWhy "critical"Rough abundance/availability
LithiumEV & grid batteries~20 ppm in crust; resources concentrated in brines & pegmatites; refining concentrated.
NickelBattery cathodes, alloys~80+ ppm crust; battery-grade supply tied to laterites/sulfides & processing.
CobaltBattery cathodes, superalloys~25 ppm; supply concentrated (DRC + by-product).
Graphite (natural)Battery anodesElemental C - availability is about mining/processing, not crustal rarity.
Gallium/GermaniumSemiconductors, optoelectronicsBy-products of bauxite/zinc; supply is small & concentrated.
REE (Nd, Pr, Dy, Tb)High-performance magnetsAbundant in crust but dispersed; separation steps & ESG constraints drive risk.
PGMs (Pt, Pd, Rh)Catalysts, fuel cellsUltrascarce ppm–ppb levels; mines concentrated (e.g., South Africa).

Each jurisdiction publishes its own list (U.S., EU, etc.) based on supply-risk and economic-importance scoring.

3) Where are they? Which continents lead?

Rare earths: Production is concentrated in Asia (China leads), with major contributions from Oceania (Australia) and North America (U.S.). Reserves are broadly distributed: China, Australia, Brazil (South America), the U.S./Canada (North America), Vietnam & India (Asia), and deposits in Africa (e.g., South Africa, Tanzania). Global mine output rose to ~390,000 t REO-equivalent in 2024, led by China and Australia.

Critical minerals (broader set): There's no single "winner continent" across all 30-50+ commodities. Supply is commodity-specific: lithium (Australia & the South American "lithium triangle"), nickel (Indonesia/Philippines), cobalt (DRC in Africa), graphite & REE processing (China), copper (Chile/Peru in South America), PGMs (South Africa). Processing is even more geographically concentrated than mining, especially in China.

4) Why are they vital for national security & advanced economies?

  • Defense tech: REE magnets (NdPrDyTb) in precision motors/actuators, radar, guidance; PGMs in sensors; germanium/gallium in IR/optoelectronics.
  • Energy transition: EVs (Li-Ni-Mn-Co-graphite), wind turbines (permanent magnets), grid storage (Li, V, REE), transmission (copper, aluminum).
  • Economic leverage & resiliency: Concentrated mining and especially processing create chokepoints; supply shocks quickly ripple into prices, manufacturing, jobs, and strategic autonomy.


Mineral Supply Risk


5) What do we make with REE & critical minerals?

REE - marquee applications

  • Permanent magnets (NdFeB, SmCo): EV traction motors, wind-turbine generators, robotics, drones, HDDs.
  • Cerium/lanthanum: Catalysts (refining, auto), glass polishing, fluid-cracking catalysts.
  • Eu/Tb/Dy: Phosphors, high-coercivity magnet additives.

Critical minerals - energy & industry core

  • Lithium, nickel, cobalt, manganese, graphite: Lithium-ion batteries (cathodes/anodes).
  • Copper & aluminum: Wires, motors, grids, renewables.
  • Gallium, germanium, indium: Power electronics, LEDs, photovoltaics, sensors.
  • PGMs: Catalytic converters, fuel cells.

6) New places to find them? Arctic/Antarctica/Greenland/ocean floor... Moon? Mars? Asteroids?

Polar & near-polar

  • Arctic/Greenland: Large REE prospects (e.g., Ilimaussaq/Kvanefjeld). Greenland's 2021 uranium ban has constrained REE projects with uranium co-occurrence; the policy is under political/legal debate.
  • Antarctica: Mining is prohibited by the Madrid Protocol's Article 7 (no mineral resource activities other than scientific research).

Seabed

Polymetallic nodules (Ni-Cu-Co-Mn) in the Clarion-Clipperton Zone and other areas are explored under International Seabed Authority contracts. As of now there is no large-scale commercial production in international waters, while countries like Norway have opened parts of their continental shelf for exploration.

Space resources

Several countries (e.g., U.S., Luxembourg) recognize private rights to resources you extract in space under national law (without claiming sovereignty over celestial bodies). This is legal groundwork only - industrial mining on the Moon/Mars/asteroids hasn't begun.

Bottom line on "new" sources

Frontiers exist, but environmental/governance hurdles are high (Antarctica: banned; deep-sea: under active rule-making & national debates). Near-term supply growth is still most likely from conventional projects, processing expansions, and recycling.

7) How toxic are REE & critical minerals?

Context matters. The elements themselves, the processing chemicals, and co-occurring radionuclides/toxic metals drive risk. Many risks are occupational or waste-management related and can be mitigated by strong controls.

REE

  • REE salts are generally of low to moderate acute toxicity, but chronic exposure (dust inhalation) can affect lungs; some processing wastes contain thorium/uranium (radioactivity), creating TENORM tailings - a key environmental issue if mismanaged.
  • Monazite-rich tailings may require radiological controls and lined storage; separation uses acids/solvents that need tight containment.

Other critical minerals

  • Cobalt: inhalation/skin exposure risks; occupational limits apply.
  • Nickel: dermal sensitizer; many nickel compounds are established human carcinogens (inhalation).
  • General mining risks: acid-generating sulfide tailings, metal mobility in water, dust - all require modern waste, water, and air controls.

Practical takeaway: strong EHS management and transparent monitoring/closure plans are as important as the ore itself.







REE and Lithium Stocks (not investment advise)

Rare Earths (REE)

Current producers / sellers

CompanyTickerRoleStatusKey assets / notes
Lynas Rare EarthsASX: LYCBoth Producer Mt Weld mine; processing in Malaysia; Kalgoorlie facility producing mixed RE concentrate.
MP MaterialsNYSE: MPBoth Producer Mountain Pass mine & separation; U.S. NdFeB magnet plant ramping (Fort Worth, TX).
China Northern Rare Earth GroupSSE: 600111Both Producer Major Chinese miner/processor (Bayan Obo district).
Neo Performance MaterialsTSX: NEOProcessor Producer REE processing & magnets (incl. Silmet, Estonia; new magnet plant in Estonia).
SolvayEBR: SOLBProcessor Producer La Rochelle (France) REE separation expansion; recycling initiatives.
Energy FuelsNYSE American: UUUU / TSX: EFRProcessor Producer White Mesa (Utah) producing NdPr oxide; piloting heavy REOs.
American Resources (ReElement)Nasdaq: ARECProcessor Producer Commercial REE/battery recycling & separation in Noblesville, IN; supplying high-purity Nd, NdPr, Dy.
MaterionNYSE: MTRNProcessor Producer Specialty materials; handles rare-earth compounds and offers REE recycling for customers.

In development (near-term / construction / commissioning)

CompanyTickerRoleStatusKey assets / notes
Iluka ResourcesASX: ILUProcessor In dev Eneabba rare earths refinery (heavy REO focus).
Ucore Rare MetalsTSXV: UCU / OTC: UURAFProcessor In dev Louisiana separation plant; RapidSX platform.
Arafura Rare EarthsASX: ARUBoth In dev Nolans (NT, Australia) integrated mine + processing.
PensanaLSE: PREBoth In dev Longonjo (Angola) + Saltend (UK) processing.
Ionic Rare EarthsASX: IXRMiner In dev Makuutu (Uganda) ionic-clay REE project.
Hastings Technology MetalsASX: HASMiner In dev Yangibana (WA) NdPr project.
USA Rare EarthNasdaq: USARProcessor In dev 5,000 t/yr NdFeB magnet plant (Stillwater, OK) and Round Top (TX) feed strategy; pilot sintered magnets produced in 2025.
Ramaco ResourcesNasdaq: METCMiner In dev Brook Mine (WY) coal-associated REEs; progressing exploration & commercialization plan.
NioCorp DevelopmentsNasdaq: NBBoth In dev Elk Creek (NE) Nb-Sc-Ti with evaluated REE byproducts; financing/engineering ongoing.

Planned / early-stage (raising capital, permits, land)

CompanyTickerRoleStatusKey assets / notes
Rainbow Rare EarthsLSE: RBWProcessor Planned Phalaborwa (South Africa) REE from gypsum stacks.
Idaho Strategic ResourcesNYSE American: IDRMiner Planned REE exploration at Lemhi Pass, Diamond Creek & Mineral Hill (ID); 2025 field programs.
Critical Metals Corp (Tanbreez)Nasdaq: CRMLMiner Planned Owner of Green-land's Tanbreez HREE project; multi-year offtakes & U.S. financing avenues.

Lithium

Current producers / sellers

CompanyTickerRoleStatusKey assets / notes
AlbemarleNYSE: ALBBoth Producer Global Li chemicals producer (Chile, Australia, U.S.).
Rio Tinto (incl. Arcadium Lithium)LSE/ASX/NYSE: RIOBoth Producer Arcadium Lithium acquisition completed Mar 2025; portfolio incl. Rincon (AR).
SQMNYSE: SQMBoth Producer Major Salar de Atacama producer.
Pilbara MineralsASX: PLSMiner Producer Pilgangoora hard-rock operation.
Liontown ResourcesASX: LTRMiner Producer Kathleen Valley (WA) - ramp-up.
Sigma LithiumNASDAQ/TSX: SGMLMiner Producer Grota do Cirilo (Brazil) in production.
ErametEPA: ERABoth Producer Centenario-Ratones (Argentina) DLE plant ramp.
Lithium ArgentinaNYSE/TSX: LAACBoth Producer Cauchari-Olaroz producing; 2025 guidance 30-35 kt Li2 CO3.
American Battery Technology Co.Nasdaq: ABATProcessor Producer Nevada LIB recycling plant in commercial ops; throughput and sales ramping in 2025.

In development (near-term / construction / commissioning)

CompanyTickerRoleStatusKey assets / notes
Lithium Americas (U.S.)NYSE/TSX: LACBoth In dev Thacker Pass (NV) - major construction underway; DOE support; Phase-1 targeting ~40 kt/y Li2 CO3.
IoneerNasdaq: IONRBoth In dev Rhyolite Ridge (NV) - DOE loan closed Jan 2025; on-site processing facility planned.
Atlas LithiumNasdaq: ATLXMiner In dev Neves Project (Brazil) - permits secured; DMS plant delivered; DFS indicates strong returns.

Planned / early-stage (raising capital, permits, land)

CompanyTickerRoleStatusKey assets / notes
Atlantic LithiumLSE: ALL / ASX: A11Miner Planned Ewoyaa (Ghana) - mining lease ratification pending; funding steps announced.
Lake ResourcesASX: LKEBoth Planned Kachi (Argentina) - updated DFS & financing track.
Standard Lithium (SWA JV)NYSE: SLIBoth Planned South West Arkansas (Smackover) DLE project - DFS filed; FID targeted 2025.
Piedmont LithiumNASDAQ/ASX: PLLBoth Planned Carolina & Tennessee projects - permitting/financing in progress.
American LithiumNasdaq: AMLIBoth Planned TLC (NV) claystone project advancing resources & water agreements; Falchani (Peru) optionality.

Other critical minerals (Graphite - battery anode)

Current producers / sellers

CompanyTickerRoleStatusKey assets / notes
Syrah ResourcesASX: SYRBoth Producer Balama (Mozambique) natural graphite; Vidalia (LA) anode-materials facility ramping.

In development / planned

CompanyTickerRoleStatusKey assets / notes
Nouveau Monde GraphiteNYSE/TSX: NMGBoth In development Matawinie mine + Becancour anode plant (Quebec); advancing to FID.
NOVONIXNasdaq: NVXProcessor In development Riverside (Chattanooga, TN) synthetic graphite anode facility; DOE loan support; mass production starting 2026.

Legend - Role: Miner=extraction; Processor=separation/refining/magnets/anode; Both=integrated. Status reflects public guidance as of 2025-10-14. This is not investment advice.

Stock Sources

8) Linked Article Sources

  1. USGS - "What are critical minerals?" & 2022 U.S. list (statutory definition & example list): USGS news * Federal Register
  2. EU - Critical Raw Materials (2023 list; strategic list under CRMA): European Commission * IEA policy brief
  3. USGS - Rare Earths overview (17 elements; abundance range) & MCS 2025 (production/reserves): USGS NMIC * MCS 2025 Rare Earths (PDF)
  4. IEA - Global Critical Minerals Outlook 2024 (demand growth & concentration): IEA report
  5. Antarctica mining ban - Madrid Protocol Article 7: Australian Antarctic Division * ATS Secretariat
  6. Deep-sea minerals - ISA nodules & explainer: International Seabed Authority * WRI explainer (2025)
  7. Norway - seabed minerals exploration opening (2024): EU Parliament brief * Gov. of Norway timeline
  8. Greenland - REE prospects & uranium-ban context: Reuters
  9. Space resources legal frameworks (rights to extracted resources): U.S. SPACE Act (2015) * Luxembourg 2017 law
  10. DOE - Critical Materials Assessment (magnets, battery materials): DOE 2023 CMA (PDF)
  11. Health & toxicity: EPA TENORM (REE processing) * ATSDR Cobalt * NIOSH Nickel

Updated: October 14th, 2025. Figures & policies evolve; always consult the latest national lists and company reports. Map copyright cccarto.com