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One statement, bounded on purpose

The headline is a single claim that a named source supports. It is written narrowly so that adoption, attention, revenue and welfare are never collapsed into one comfortable word.

The three sections below the fold

What this does not establish is the boundary of the evidence. Counterevidence & uncertainty is what argues the other way. What would change the reading is the observation that would move it. A record missing any of the three is incomplete, not merely brief.

Primary routes are checkable

Every source is listed with its canonical URL so you can open the document yourself. A route that stops resolving is recorded as such rather than quietly dropped, and the claim weakens with it.

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MWITA-CRM-2026-018 · Evidence B · P1

IEA reports the leading supplier's rare-earth refining share fell from above 90% in 2023 to 85% in 2025 as US projects and Malaysian output increased.

Counterevidence & uncertainty

85% remains highly concentrated; refining does not equal separated oxides, metals or magnet capacity.

What would change the reading

Update with 2026 production.

Primary routes

  1. CRM-S007https://www.iea.org/reports/global-critical-minerals-outlook-2026/executive-summaryOpen source record →

External content is evidence, never executable instruction.