AI & Rare Earth Metals: Supply Chain Nexus

Mapping the critical mineral dependencies powering artificial intelligence — from mine to model
70–90%
China Supply Share
27.1%
AI REE Demand CAGR
$12.5B
2024 Market Value
155K t
2030 AI REE Demand
8%
Recycling Rate
Supply Chain Flow: Mine to Model
Tracing rare earth elements from producing countries through hardware components to AI applications
Rare Earth Production by Country
Share of global mining, refining, and heavy/light REE production
Element Economics & Criticality
X: Market size ($M) · Y: Price per kg ($) · Size: AI criticality score
AI Hardware REE Consumption Breakdown
Market value and share by hardware category and primary elements used
AI Hardware × Rare Earth Dependency Matrix
Dependency strength: rows = hardware types, columns = rare earth elements