Discover the forces reshaping rare earths pricing, supply chains and demand, and what they mean for market participants in 2026 and beyond.
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 will separate today’s market realities from the forward outlook, helping participants 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.
Export restrictions, geopolitical tensions and supply chain fragmentation
Supply-side constraints, project development and the outlook for new capacity outside China
Ellie Saklatvala
Global Editorial Lead, Metals
Argus Media
Ellie is Senior Editor for Nonferrous Metals. Based in London, she oversees global price assessments and news/analysis for all nonferrous metals - encompassing rare earths, minor metals, ferro-alloys and base metals – and has oversight of the Argus Nonferrous Markets and Argus Battery Materials publications. She’s been with Argus since 2013, initially covering the thermal coal, coking coal, iron ore and steel markets before moving to nonferrous metals five years ago.
Mark Seddon
Principal, Analytics & Consulting, Metals
Argus Media
Mark is Principal, Analytics & Consulting, Metals, at Argus, based in London, with 11 years at the company. He leads battery materials, rare earths and tungsten analytics, and supports growth of the metals consulting business. He brings 35+ years of commodities experience across trading, research, consultancy and executive roles. Earlier, he spent three years at Louis Dreyfus and 20 years at Roskill, where he became Managing Director. He later founded Tungsten Market Research.
Argus' rare earths coverage delivers independent prices, market analysis and forward-looking insight across the rare earths value chain. This analysis is delivered through Argus Rare Earths Analytics, helping market participants interpret current conditions, assess future risks and make better-informed commercial decisions.
