Unlocking Tomorrow's Rare Earths: Supply Pathways and Market Impacts
As demand for rare-earth elements accelerates, especially for EVs and green technologies, understanding future supply dynamics is critical. This session explores potential new sources—mined, intermediate, and refined—and analyses how these developments may reshape the rare-earth cost curve in the next decade.
- Emerging global sources of rare-earth materials across the value chain
- Geopolitical and environmental factors influencing supply viability
- Forecasting cost curve shifts with new entrants and refining capabilities
- Strategic implications for manufacturers dependent on rare-earth elements
Wednesday 04 June 16:20 - 17:15 E-Mobility Stage
Global Market Trends and Challenges
As demand for rare-earth elements accelerates, especially for EVs and green technologies, understanding future supply dynamics is critical. This session explores potential new sources—mined, intermediate, and refined—and analyses how these developments may reshape the rare-earth cost curve in the next decade.
- Emerging global sources of rare-earth materials across the value chain
- Geopolitical and environmental factors influencing supply viability
- Forecasting cost curve shifts with new entrants and refining capabilities
- Strategic implications for manufacturers dependent on rare-earth elements
E-Mobility Stage Europe/London
