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Who actually makes the constrained things, from the mine to the buyer, and how hard each one would be to replace.

Organisations
138
in 29 countries
Graded
101
28 would be hard to replace at all
Existence verified
94
of 138, from their maker rows
Chain layers
10
extraction through deployment

Read this first. The grades in this directory are unsourced judgements. What is verified is narrower and shown per row: which organisations make a covered material, each checked against a source you can open. A row saying “hard to replace” with no verified line under it is a lead, not a finding.

OrganisationMakesHow replaceable
Extraction2
Lynas Rare Earths2unverifiedConcentrated
MP Materials1unverifiedConcentrated
Refining & separation4
China Northern Rare Earth1verifiedChokepoint
China Rare Earth Group1unverifiedNot graded
Shenghe Resources2verifiedChokepoint
Solvay1unverifiedNot graded
Conversion15
AMSC1verifiedNot graded
Coherent2verifiedConcentrated
Faraday Factory Japan1verifiedConcentrated
Fujikura1verifiedConcentrated
Less Common Metals1unverifiedChokepoint
MetOx1unverifiedNot graded
Neo Performance Materials2unverifiedConcentrated
Resonac1verifiedConcentrated
Shanghai Superconductor1verifiedNot graded
SICC1verifiedNot graded
SK Siltron CSS1verifiedNot graded
SuperPower1verifiedNot graded
TankeBlue1verifiedNot graded
THEVA1verifiedNot graded
Wolfspeed1verifiedConcentrated
Energy & grid4
GE Vernova1verifiedChokepoint
NKT1verifiedConcentrated
Prysmian1verifiedConcentrated
Siemens Energy1verifiedChokepoint
Actuation & robotics7
ABB Robotics—Concentrated
FANUC—Concentrated
Harmonic Drive Systems1verifiedChokepoint
KUKA—Competitive
Nabtesco1verifiedChokepoint
Renishaw1verifiedConcentrated
Yaskawa—Concentrated

32 of 138

What these columns mean
Makes
How many covered materials this organisation is mapped as making, and whether any of those rows has been verified against a source.
Hard to replace
One or very few qualified suppliers, and no substitute on a horizon that matters. Removing it stops things.
Few alternatives
A handful of credible suppliers. Substitution is possible but slow, costly, or needs re-qualification.
Replaceable
Many credible suppliers. In the chain, but not a constraint on it — and saying so is what makes the other two grades mean something.