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Source-led analysis. Transparent assumptions.

Materials intelligence at the point where rare earths meet technology, industrial demand and resilient supply chains.

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Evidence-led views of rare-earth markets and technology.

This channel is separate from Magnes News & Results. It contains Magnes-authored analysis with explicit sources and assumptions. These articles are distinct from issuer releases, sales forecasts and manufacturer-confirmed product inventories.

Bar chart comparing disclosed TREO output intensity and the historical-basket MREO proxy for 2024, 2025 and the combined period.

Public-record technical analysis8 September 2026

Serra Verde / Pela Ema: What the Public Record Implies About MREO Output per Tonne of Ore Processed

A source-linked reconstruction finds approximately 76 g of MREO in recorded output per reported tonne processed, while showing why recovery and PLS grade remain unproven.

Read the analysis 18 minute read

Magnes infographic showing a full-body cream-and-orange Microduck editorial rendering with its visor head, single camera eye, exposed servo spine and both orange feet beside a conditional model of approximately 4 grams of magnet-bound rare earths.

Robotics and demand31 August 2026

The Conditional 4-Gram Microduck Estimate: How Robotics Could Reshape Rare-Earth Demand

A transparent NdFeB-analogue screen turns a tiny 15-motor robot into a much larger question about physical AI and magnet demand.

Read the analysis 12 minute read

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Insight articles use public information and clearly labelled scenarios. They are not technical disclosure for the Minas Americas project and do not replace issued source documents.

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