June 13, 2025 - The second edition of our Rare Earths series breaks down global extraction at the mine level, country by country. It then regroups those nations into five geopolitical spheres of control: the American Sphere, Chinese Sphere, Russian Sphere, Coalition of the Willing, and the Undrafted.

While the first graphic showed the American Sphere holding 25% of global reserves and the Chinese Sphere 53%, this update shows a stark imbalance in actual output.

The Chinese Sphere dominates mine-level extraction, generating a staggering 77% of the world’s rare earth production.