Demand-Floor Stack
Stacked annual demand across four domains, 2022 → 2030. Red ceiling = illustrative qualified-supplier capacity (NdFeB neck).
Sources: USGS Mineral Commodity Summaries 2025; IEA Critical Minerals Review 2025; DOE LPO portfolio reports; SEMI World Fab Forecast Q1 2026; Adamas Intelligence Q1 2026 quarterly tracker.