■ DIRECTORY

Every organisation, every field.

Partnerships are mapped for 129 of these 562 organisations, and 49 carry disclosed funding. Blank cells are honest blanks. What the fields mean

Passenger autonomy: the drivers a passenger can actually meet

How they compare →

Waymo~500k driverless rides a week Baidu Apollo Go22M+ cumulative rides TeslaCamera-only, one training loop ZooxPurpose-built, no controls Pony.ai1,700+ robotaxis in China WeRideLicensed in eight countries WayveEnd-to-end driver for OEM fleets NuroDriver behind Uber's Lucid fleet May Mobility3.5M+ transit and campus rides MotionalRelaunched in Las Vegas AvrideOn Uber in Dallas SWMKorea's first driverless taxi

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Founded

Organisation	Layer	Region	Maturity	Why it is here	Focus
Aclara Resources	Exploration	Latin America	Development-stage project	Named in Benchmark analysis	Ionic clay in Chile and Brazil targeting heavies, with a US refinery under development
Apple	Demand & Offtake	North America	Commercial-scaled	Counterparty to a mapped relationship	A magnet buyer whose supply commitment helped underwrite the US magnet build-out
Australian Strategic Materials	Metallisation & Alloy	Asia-Pacific	Commercial-limited	Named in Benchmark analysis	The Korean Metals Plant at Ochang takes oxide to metal to alloy, with the Dubbo project behind it
Benchmark Mineral Intelligence	Capital, Trading & Price Formation	Europe	Commercial-scaled	Reference body	Price assessment and supply chain data across the magnet chain, and the source most cited on this site
Carester	Separation	Europe	Development-stage project	Spoken with	Caremag at Lacq, French separation and recycling backed by state and Japanese capital
China Ministry of Commerce	Policy, Procurement & Export Control	Greater China	Active regulatory regime	Reference body	MOFCOM, the export licensing regime that is the single largest variable in this market
Clean Energy Ventures	Capital, Trading & Price Formation	North America	Commercial-scaled	Counterparty to a mapped relationship	Early-stage climate investor, co-lead on mine waste valorisation
Critical Metals Corp	Exploration	North America	Exploration-stage	Counterparty to a mapped relationship	Tanbreez in Greenland, one of the largest rare earth deposits ever defined
Cyclic Materials	Recycling & Secondary Feedstock	North America	Demonstration	Spoken with	Hydrometallurgical recovery of rare earth oxide from end-of-life magnets and motors
Defense Logistics Agency	Policy, Procurement & Export Control	North America	Active regulatory regime	Counterparty to a mapped relationship	Runs the national defense stockpile and contracts for specific metals
Energy Fuels	Refining	North America	Commercial-limited	Named in Benchmark analysis	A uranium mill at White Mesa cracking monazite, with magnets acquired through Vacuumschmelze and metal secured from ASM
Export Finance Australia	Policy, Procurement & Export Control	Asia-Pacific	Active regulatory regime	Counterparty to a mapped relationship	The Critical Minerals Facility lending against Australian projects
Export-Import Bank of the United States	Policy, Procurement & Export Control	North America	Active regulatory regime	Counterparty to a mapped relationship	Project finance and the vehicle behind US strategic stockpiling proposals
Exterra Carbon Solutions	Recycling & Secondary Feedstock	North America	Pilot	Spoken with	Asbestos mine tailings into magnesium oxide, nickel and silica, with carbon mineralisation as a second revenue line
Gadolyn	Metallisation & Alloy	North America	Lab / bench	Spoken with	Single-step co-reduction of multiple oxides straight to finished alloy, out of DARPA-funded research
General Motors	Demand & Offtake	North America	Commercial-scaled	Counterparty to a mapped relationship	Signed some of the earliest Western magnet offtakes to de-risk its EV motor supply
HyProMag	Recycling & Secondary Feedstock	Europe	Commercial-limited	Spoken with	Hydrogen processing of magnet scrap, producing recycled powder without full chemical dissolution
Iluka Resources	Refining	Asia-Pacific	Development-stage project	Spoken with	Eneabba, a government-backed refinery built to separate third-party monazite feed
Ionic Rare Earths	Exploration	Asia-Pacific	Development-stage project	Named in Benchmark analysis	Makuutu ionic clay in Uganda, paired with a magnet recycling arm in Belfast
Ionic Technologies	Recycling & Secondary Feedstock	Europe	Demonstration	Counterparty to a mapped relationship	Belfast, magnet-to-oxide recycling with separation built into the flowsheet
Japan Australia Rare Earths	Policy, Procurement & Export Control	Asia-Pacific	Active regulatory regime	Counterparty to a mapped relationship	The Japanese state-backed vehicle behind offtake and price floor commitments
Less Common Metals	Metallisation & Alloy	Europe	Commercial-limited	Spoken with	One of very few Western strip-casters turning rare earth metal into magnet alloy
Lynas Rare Earths	Mining & Concentration	Asia-Pacific	Commercial-scaled	Named in Benchmark analysis	Mt Weld ore through Malaysian and Australian separation, the largest separator outside China, no magnets
Momentum Technologies	Separation	North America	Pilot	Spoken with	Membrane solvent extraction running on magnet swarf and black mass rather than ore, with plants sited next to the waste stream
MP Materials	Mining & Concentration	North America	Commercial-scaled	Named in Benchmark analysis	Mountain Pass plus on-site separation and a Fort Worth magnet plant, the only US company holding every link
Neo Performance Materials	Metallisation & Alloy	North America	Commercial-scaled	Spoken with	Estonian separation feeding a European magnet plant, plus bonded magnet lines in Asia
Noveon Magnetics	Magnet Manufacturing	North America	Commercial-limited	Spoken with	Sintered magnets from recycled feed, skipping the oxide-to-metal step entirely
Pensana	Exploration	Europe	Development-stage project	Named in Benchmark analysis	Longonjo in Angola feeding a planned separation plant at Saltend in the UK
Phoenix Tailings	Metallisation & Alloy	North America	Commercial-limited	Spoken with	Rare earth metal from mining waste, claiming a zero-waste flowsheet from feed to metal
Radify Metals	Metallisation & Alloy	North America	Lab / bench	Spoken with	Hydrogen plasma metallisation, attacking the same oxide-to-metal bottleneck from a different direction
REalloys	Metallisation & Alloy	North America	Development-stage project	Named in Benchmark analysis	Hoidas Lake upstream, midstream with the Saskatchewan Research Council, metals and alloys in Euclid Ohio
Saskatchewan Research Council	Refining	North America	Commercial-limited	Counterparty to a mapped relationship	Canada's first rare earth processing facility, operating midstream for third parties
Serra Verde	Mining & Concentration	Latin America	Commercial-limited	Counterparty to a mapped relationship	A producing Brazilian ionic clay operation, acquired by USA Rare Earth to secure upstream feed
Solvay	Separation	Europe	Commercial-scaled	Spoken with	La Rochelle, the incumbent European separation train, restarted on magnet-grade oxides
TechMet	Capital, Trading & Price Formation	Europe	Commercial-scaled	Counterparty to a mapped relationship	A critical minerals investment company with government capital alongside private
US Critical Materials	Exploration	North America	Exploration-stage	Counterparty to a mapped relationship	Sheep Creek in Montana, high-grade surface samples with mineralisation confirmed at depth
US Department of Energy	Policy, Procurement & Export Control	North America	Active regulatory regime	Reference body	Grants, loans and the national lab system behind most US separation and metallisation chemistry
US Department of War	Policy, Procurement & Export Control	North America	Active regulatory regime	Reference body	The buyer of last resort, writing offtakes, floor prices and equity into Western supply
USA Rare Earth	Magnet Manufacturing	North America	Commercial-limited	Named in Benchmark analysis	Stillwater magnet plant first, with Round Top and the Serra Verde acquisition filling in behind it
Vacuumschmelze	Magnet Manufacturing	Europe	Commercial-scaled	Named in Benchmark analysis	The largest Western sintered magnet maker, now owned by Energy Fuels, with a US plant under the e-VAC name
Vulcan Elements	Magnet Manufacturing	North America	Commercial-limited	Spoken with	A US sintered NdFeB entrant scaling on domestic and recycled feedstock