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Critical Minerals Supplier Directory

Global rare earth and critical-mineral producers, government channels and juniors — with status and strategic context.

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EntityCategoryCountryStatus (Aug 2026)Strategic notesContact
Baotou SteelChina SupplierCNActiveKey NdFeB magnet + REE producer
China Northern Rare EarthChina SupplierCNDominant~70% global critical mins / 85-91% REE-Dy-Tb; geopolitics risk
China Southern Rare EarthChina SupplierCNDominantConsolidated China REE major
Shenghe ResourcesChina SupplierCNActiveGlobal trader + production; major role
Arafura Rare Earths (ASX: ARU)Global SupplierAUAustraliaScaling Nolans project producer
Energy Fuels (NYSE: UUUU)Global SupplierUSAActive - emergingCommercial NdPr since 2024; targeting heavy REE
Lynas Rare Earths (ASX: LYC)Global SupplierAU/MYActive - largest non-China~6
MP Materials (NYSE: MP)Global SupplierUSAActive - only US integrated~2
Neo Performance Materials (TSX: NEO)Global SupplierCanada/EEActiveTop credibility tier; separations + magnet alloys
Northern MineralsGlobal SupplierAUJV stageHeavy REE (Dy/Tb) focus; higher risk
Rainbow Rare EarthsGlobal SupplierUK/RwandaJV stagePhalaborwa project; higher risk
SolvayGlobal SupplierBE/FRActiveMajor established separations player
Vital MetalsGlobal SupplierMultipleJV stageLight/heavy REE junior; higher risk
Geological Survey of India (GSI)Govt ChannelIndiaActive422 exploration projects; data authority for new blocks
IREL (India) LtdGovt ChannelIndiaActiveIndia primary domestic rare earth + mineral sands (monazite) producer
KABIL (Khanij Bidesh India Ltd)Govt ChannelIndiaJoint Venture NALCO+HCL+MECLOfficial India overseas critical-minerals vehicle; lithium+cobalt; projects in A…
KABIL - Argentina LithiumGovt ChannelArgentinaEnv clearance Apr 2026Five lithium brine blocks in Catamarca; ~1507 ha; production expected 2029; ~$24…
Mines Ministry Auctions (8th tranche)Govt ChannelIndiaLaunched 15 Jul 202620 blocks / 9 states; Mo
NLC India LtdGovt ChannelIndiaActiveDiversifying into critical minerals & REE via KABIL MoU
AntimonyOfficial ListIndiaDesignated30-mineral criticality list (2023)
BerylliumOfficial ListIndiaDesignated30-mineral criticality list (2023)
BismuthOfficial ListIndiaDesignated30-mineral criticality list (2023)
CadmiumOfficial ListIndiaDesignated30-mineral criticality list (2023)
CobaltOfficial ListIndiaDesignated30-mineral criticality list (2023)
CopperOfficial ListIndiaDesignated30-mineral criticality list (2023)
GalliumOfficial ListIndiaDesignated30-mineral criticality list (2023)
GermaniumOfficial ListIndiaDesignated30-mineral criticality list (2023)
GraphiteOfficial ListIndiaDesignated30-mineral criticality list (2023)
HafniumOfficial ListIndiaDesignated30-mineral criticality list (2023)
IndiumOfficial ListIndiaDesignated30-mineral criticality list (2023)
LithiumOfficial ListIndiaDesignated30-mineral criticality list (2023)
MolybdenumOfficial ListIndiaDesignated30-mineral criticality list (2023)
NickelOfficial ListIndiaDesignated30-mineral criticality list (2023)
NiobiumOfficial ListIndiaDesignated30-mineral criticality list (2023)
PGE (Platinum Group Elements)Official ListIndiaDesignated30-mineral criticality list (2023) - 6 PGEs
PhosphorousOfficial ListIndiaDesignated30-mineral criticality list (2023)
PotashOfficial ListIndiaDesignated30-mineral criticality list (2023)
REE (Rare Earth Elements)Official ListIndiaDesignated30-mineral criticality list (2023) - 17 REEs
RheniumOfficial ListIndiaDesignated30-mineral criticality list (2023)
SeleniumOfficial ListIndiaDesignated30-mineral criticality list (2023)
SiliconOfficial ListIndiaDesignated30-mineral criticality list (2023)
StrontiumOfficial ListIndiaDesignated30-mineral criticality list (2023)
TantalumOfficial ListIndiaDesignated30-mineral criticality list (2023)
TelluriumOfficial ListIndiaDesignated30-mineral criticality list (2023)
TinOfficial ListIndiaDesignated30-mineral criticality list (2023)
TitaniumOfficial ListIndiaDesignated30-mineral criticality list (2023)
TungstenOfficial ListIndiaDesignated30-mineral criticality list (2023)
VanadiumOfficial ListIndiaDesignated30-mineral criticality list (2023)
ZirconiumOfficial ListIndiaDesignated30-mineral criticality list (2023)
Heavy REE (Dy/Tb) bottleneckRisk NoteChina controls ~91%Biggest bottleneck globally; Western independence not before 2028rareearthexchanges.com
India value gapRisk NoteIndiaOnly ~18t exports over 10 yrs8.52 Mt reserves but minimal processing = mid-stream investment opportunity

Showing 51 of 51 entities · Source: Ministry of Mines (India), company filings & public disclosures, Aug 2026.