Global wind capacity hit 1,299 GW in 2025, but China controls 90% of NdFeB magnet production—threatening a $6.5 trillion downstream supply chain.
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Siemens
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About Siemens
Siemens AG is a German multinational technology and industrial conglomerate headquartered in Munich, Germany, and listed on the Frankfurt/XETRA exchange (SIE). One of the world’s largest industrial companies with a market capitalization exceeding US$200 billion, Siemens operates across automation, digital industries, smart infrastructure, mobility and healthcare technology. As a major downstream consumer of rare-earth and critical minerals, Siemens relies on neodymium-iron-boron permanent magnets containing neodymium, praseodymium, dysprosium and terbium for the electric motors, generators, drives and wind-turbine systems produced across its businesses and its Siemens Gamesa wind affiliate. The company has been active in initiatives to secure resilient and responsibly sourced supplies of critical raw materials and to develop magnet-efficient and rare-earth-reducing motor technologies. Siemens represents a critical link between global rare-earth supply chains and electrification, automation and clean-energy end markets worldwide.
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REEx Intelligence
Recent Articles
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Arafura Rare Earths completes A$80M placement for Nolans NdPr project, advancing critical rare earth supply chain strategy outside China.
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U.S. eases tech and energy export curbs to China, signaling potential trade tension reduction and impacts on rare earth and critical mineral markets.
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In Myanmar's Kachin State, a rebel army seizes rare earth mines, disrupting China's supply chains and rewriting the geopolitical landscape of mineral extractio…
Western nations are rapidly diversifying permanent magnet supply chains, challenging China's 90% market dominance through strategic investments and government-…
U.S. rare earth supply chain faces China's dominance, with emerging projects and potential policy shifts crucial for breaking strategic dependence on Chinese p…
Arafura Rare Earths secures strategic offtake agreement with Traxys, marking a critical step in diversifying global NdPr Oxide supply chains.
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Vietnam and China strengthen ties with a deal involving rare earth elements, promising advancements in exploitation and processing in line with new standards.
