The AI Infrastructure Stack
Overview  /  Tier VII — Raw Inputs  /  Layer 18: Raw Materials
Sub-category 18.4

Rare Earths & Critical Minerals

Magnets for motors and generators; some used in semiconductor processing.

Players

Players: MP Materials MP, Lynas Rare Earths LYC.AX, Energy Fuels UUUU, USA Rare Earth USAR, Iluka Resources ILU.AX, China Northern Rare Earth 600111.SS

Analysis coming soon — this page is scaffolding for deeper research into rare earths & critical minerals.