Rare Earth Elements
Power the future with graphene by uncovering its potential to replace rare earths, enabling sustainable, high-performance solutions that improve efficiency, supply security, and innovation across advanced industries.
Why Graphene Now?
With approximately 90% of the rare earth supply chain dominated by China, the U.S. and EU are accelerating funding for alternative materials, while OEMs seek to downscale rare earth usage to de-risk EV, LED, and defense supply chains. At the same time, graphene costs have declined by 50–70% over the past eight years, enabling multiple applications that are now ready for pilot deployment.
Where Graphene Replaces REEs First (12–36 months)
Phosphors (Eu, Tb)
Graphene QDs ready for prototype LEDs
Catalyst Supports (Ce/La)
Easily integrated into existing processes
Aerospace Alloys (Sc)
Immediate strengthening effects
REE Recycling
Graphene oxide sorbents outperform traditional options
The Strategic Prize: Graphene-Based Permanent Magnets
Over the next 3–7 years, graphene-enabled permanent magnets represent a transformative opportunity to reduce reliance on rare earth elements such as Nd, Dy, and Pr—unlocking cost efficiency, supply security, and long-term strategic advantage across critical industries.
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10% Material Offset
Delivers significant cost savings across EV, energy, and industrial applications.
30% Substitution Level
Enables meaningful supply chain resilience and strategic independence.
100% Rare Earth-Free
Represents a world-changing, trillion-dollar breakthrough in advanced materials.
Graphene As A Strategic Alternative to Rare Earth Elements
Download this table for a concise view of where graphene can reduce or replace rare earth elements across magnets, optics, catalysts, LEDs, and medical applications—highlighting supply risk, substitution potential, market impact, and deployment readiness.