LENS RE Supply

The rare-earth supply that will really arrive.

Supply outside China depends on a long list of announced projects. LENS shows which ones are likely to deliver, what they really add, and what changed.

Talk to us

0 of 30

Of 30 historical rare-earth projects we studied, none started on its announced date.

Around five times more accurate

Tested on projects launched after its training data ended, LENS was around five times more accurate than company timelines.

What you can see

Projects.: The pipeline from mine to magnet, in one consistent view.
Delivery odds.: What is likely to produce, when, and how much.
Supply outlook.: Realistic supply against what companies say.
China.: An early read on trade and export controls.
What changed.: Milestones, slips and financing as they happen.

Who it’s for

Equity funds, macro and commodity teams, lenders and agencies, and manufacturers that depend on rare earths.

See which supply is real.

Get in touch

Historical test results do not guarantee future accuracy. LENS is information, not investment advice.