Asia-Pacific
The Asia-Pacific remains the world’s rare earth “engine room,” housing the largest reserves and the most advanced processing infrastructure. We track the continued dominance of China’s Bayan Obo—the world’s largest deposit—alongside Vietnam’s 2026 National Strategy, which aims to unlock the world’s second-largest REE reserves. This category also follows Australia’s aggressive expansion, particularly at Mount Weld, as it builds out downstream separation capacity to provide a non-Chinese alternative for global markets.
Key Focus: China Northern Rare Earth Group trends, Vietnam’s new mining laws, and Australian “Critical Minerals” policy.
