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Webinars

Global rare earths markets in transition

Available on-demand
Wednesday, 08 July 2026

Where next for rare earths?

Join Argus analysts for a focused webinar exploring how geopolitical fragmentation, export controls and divergent regional supply chains are reshaping the global rare earths market. Drawing on insights from Argus Rare Earths Analytics, this session separates today's market realities from the forward outlook — helping you understand the key forces influencing pricing, procurement and investment decisions.

With demand growing across electric vehicles, clean energy technologies and advanced manufacturing, rare earths have become increasingly strategic materials. But concentrated mining, refining and magnet production capacity continue to expose the market to disruption — making independent analysis essential for companies navigating volatility, regional premiums and long-term supply risk.

Watch on-demand for expert analysis you can revisit whenever you need it.

Watch the webinar on-demand

Complete the form to get instant access to the full recording.

What we'll cover

Export controls and geopolitics
How restrictions, trade tensions and fragmentation are reshaping global supply chains.
Supply-side constraints
Project development and the outlook for new capacity outside China.
Demand trends
Growth across magnets, electric vehicles, clean energy and emerging technologies.
Pricing dynamics
Regional divergence, ex-China premiums and what's driving price formation.
Forward market outlook
Separating today's market realities from the longer-term view for 2026 and beyond.
Managing supply risk
How independent analysis helps navigate volatility, premiums and procurement decisions.

Why register

  • Understand the forces at play — See how geopolitics, supply and demand are reshaping rare earths markets.
  • Sharpen your decisions — Interpret pricing, premiums and risk to inform procurement and investment.
  • Learn from Argus experts — Independent analysis grounded in Argus Rare Earths Analytics.

 

Who should attend: Producers, traders, procurement teams and analysts across rare earths, magnets, battery materials, electric vehicles and clean energy supply chains.

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Speakers

Ellie Saklatvala
Global Editorial Lead, Argus Media, Argus Media

London-based Senior Editor for Nonferrous Metals, overseeing global price assessments and analysis across rare earths, minor metals, ferro-alloys and base metals, with oversight of the Argus Nonferrous Markets and Argus Battery Materials publications. With Argus since 2013.

Mark Seddon

Mark Seddon
Principal, Argus Media, Argus Media

Leads battery materials, rare earths and tungsten analytics with 35+ years in commodities across trading, research and consultancy. Previously Managing Director at Roskill and founder of Tungsten Market Research.

Maeve Flaherty
Senior Reporter, Argus Media, Argus Media

Covers rare earths, platinum group metals and ferro-chrome from London, with prior experience reporting on the Latin American mining sector. Holds a degree from Columbia University and an MSc in International Relations from LSE.

FAQs

It is an on-demand Argus Media webinar analysing how export controls, geopolitical fragmentation and divergent regional supply chains are reshaping the global rare earths market. Argus analysts cover supply, demand, pricing dynamics and the forward outlook, drawing on data from Argus Rare Earths Analytics.

Rare earth minerals are strategic because they are critical inputs to permanent magnets, electric vehicles, clean energy technologies and advanced manufacturing, but mining, refining and magnet production capacity is heavily concentrated. This concentration exposes buyers to supply disruption, export controls and price volatility, making independent market intelligence essential.

Export controls, trade tensions and geopolitical fragmentation are reshaping rare earths supply chains and pulling regional prices apart. The webinar examines how buyers outside China are responding, how ex-China premiums are forming, and how new project development is progressing under these constraints.

Ex-China premiums are the price differentials that emerge when rare earths supplied from producers outside China trade at a level distinct from Chinese domestic benchmarks. They reflect the additional cost, risk and scarcity of diversified supply. Argus analysts explain what is driving these premiums and how procurement teams can factor them into decisions.

Argus Rare Earths Analytics is Argus Media's dedicated rare earths intelligence service, delivering independent prices, market analysis and forward-looking insight across the rare earths value chain. It helps producers, traders, procurement teams and analysts interpret current conditions, assess future risks and make better-informed commercial decisions.

Register through the "Watch On-Demand" button on this page to access the full session and speaker Q&A on-demand.

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Gain insight with Argus Rare Earths Analytics

Argus' rare earths coverage delivers independent prices, market analysis and forward-looking insight across the rare earths value chain. Delivered through Argus Rare Earths Analytics, it helps market participants interpret current conditions, assess future risks and make better-informed commercial decisions.

About Argus Media

Argus is the leading independent provider of market intelligence to the global energy and commodity markets, offering price assessments, news, analytics, consulting, data tools and industry conferences. Headquartered in London with 1,500 staff across 30 offices, Argus's metals experts provide in-depth pricing, news and analysis across nonferrous metals, rare earths and battery materials.