# Bigdata Trends — Rare Earths

> Map of the public site. Read these pages and JSON URLs to answer a question. The chart series and the news triplets are not in the page HTML.

Dates are YYYY-MM-DD. The series starts on 2023-08-19. The latest date is that narrative's as-of date.
Add `from` and `to` to a page URL to highlight that span on the chart. The same parameters filter the evidence API.
A date that is not a real calendar day, is before the start, is after the as-of date, or forms an inverted range is ignored on the page. The evidence API rejects an invalid date and a range whose start is after its end.

## Pages

- [Home](https://0.0.0.0:3000/): the Rare Earth Index chart, the company basket, and the narrative taxonomy. The HTML includes each company id, ticker, name, currency, last close, price date, and daily change, plus recent catalysts and any coverage note. It does not include the chart series or the triplet text.
- [Narrative](https://0.0.0.0:3000/narratives/{slug}): one narrative chart and a short reading guide. The triplet table is loaded from the evidence API.
- [How it works](https://0.0.0.0:3000/how-it-works): the methodology, including how the theme, narratives, mechanisms, company basket, company impact, and narrative attention are defined.
- [Sitemap](https://0.0.0.0:3000/sitemap.xml): every public page.
- Follow updates is a form at https://bigdata.com/trends/rare-earth/follow?narrative={slug}. It is not a data feed.

## Chart series

Each chart document is JSON. `points` is one object per day: `date`, `impact` (company-impact signal; null during warm-up), `attention` (narrative attention; null during warm-up).
`prices` holds the benchmark closes, each `{ ticker, points: [{ date, close }] }`. The benchmarks are REMX and SPY.
A company chart also has `securityPrice`: `currency`, `lastQuoteDate`, `coverageNote`, and `points` of `{ date, close }`.

- Theme index: https://0.0.0.0:3000/api/trends/rare-earth-index
- Narrative: https://0.0.0.0:3000/api/trends/{slug}
- One company, using the company id from the home page: https://0.0.0.0:3000/api/trends/companies/{companyId}
- Basket price overlay for the theme index: https://0.0.0.0:3000/api/trends/price-basket with `currency`, `lastQuoteDate`, `coverageNote`, and `points` of `{ date, close }`.

These URLs return the full saved history. They do not accept `from` or `to`.

## Evidence triplets

https://0.0.0.0:3000/api/evidence/{slug}?from=YYYY-MM-DD&to=YYYY-MM-DD&page=1

The home chart uses the slug `rare-earth-index`. A narrative page uses the slug in its path.
The JSON has `total`, `page`, `documents`, `companies`, `headlines`, and `rows`. Pages contain 25 rows. Follow `page` until the rows cover `total`.
A row has `id`, `date`, `company`, `companyId`, `effect` (`benefits_from` or `harmed_by`), `event` (the triplet sentence), `score`, `statements`, and `sources`.
A source has `document`, `headline`, `url`, `passage`, and `date`. `passage` is the first 256 characters.
`headlines` is up to three source documents for the current filter. `companies` lists company names in the dated range.
Leave `from` and `to` off to read the full history.

Optional query parameters:

- `companyId` or `company`: one company.
- `q`: case-insensitive match inside the triplet sentence.
- `effect`: `benefits_from` or `harmed_by`.
- `minScore` and `maxScore`: inclusive bounds.
- `mechanism`: zero-based index from the mechanism list below. It keeps triplets on either statement of that pair.
- `statement`: zero-based index into that narrative's statements.
- `sort`: `date-desc` (newest first; this is the table default), `impact`, `positive`, `negative`, `date`, or `{company|date|effect|event|score}-{asc|desc}`.

## Narratives

- [Government support & constraints](https://0.0.0.0:3000/narratives/government-support): Are governments helping rare-earth companies build an alternative to China? Track funding, policy commitments and the obstacles that hold projects back. Group: Policy. As of 2026-10-19. 3746 triplets. Chart: https://0.0.0.0:3000/api/trends/government-support. Evidence: https://0.0.0.0:3000/api/evidence/government-support
  - 0. National-security priority: beneficial “Governments Treat Rare Earths as a National-Security Priority”; adverse “Rare-Earth Security Priorities Lose Government Support”.
  - 1. Mine-to-magnet integration: beneficial “Non-China Mine-to-Magnet Chains Emerge”; adverse “Integration Gaps Fragment Non-China Mine-to-Magnet Chains”.
  - 2. Downstream policy support: beneficial “Policy Support Moves Beyond Mining”; adverse “Policy Gaps Leave Downstream Rare-Earth Capacity Unsupported”.
  - 3. Production economics: beneficial “Subsidies Make Domestic Production Viable”; adverse “Support Gaps Leave Domestic Rare-Earth Production Uneconomic”.
  - 4. Defense demand: beneficial “Defense Requirements Drive Investment”; adverse “Defense Demand Uncertainty Delays Rare-Earth Investment”.
- [Export Policy and Access](https://0.0.0.0:3000/narratives/export-access): Export rules, permitted volumes, and access to production technology open or restrict rare-earth trade and supply-chain development. Group: Policy. As of 2026-10-19. 645 triplets. Chart: https://0.0.0.0:3000/api/trends/export-access. Evidence: https://0.0.0.0:3000/api/evidence/export-access
  - 0. Trade access: beneficial “Trade Permissions Open Rare-Earth Supply Access”; adverse “Export Restrictions Constrain Rare-Earth Supply Access”.
  - 1. Production technology access: beneficial “Technology Access Enables Rare-Earth Production”; adverse “Technology Restrictions Hold Back Rare-Earth Production”.
- [Mining Supply](https://0.0.0.0:3000/narratives/mining-supply): New mine development and operating performance determine the availability of rare-earth feedstock. Group: Supply. As of 2026-10-19. 2009 triplets. Chart: https://0.0.0.0:3000/api/trends/mining-supply. Evidence: https://0.0.0.0:3000/api/evidence/mining-supply
  - 0. Mine development: beneficial “Mine Development Brings New Rare-Earth Supply”; adverse “Development Setbacks Defer Rare-Earth Mine Supply”.
  - 1. Mine operating performance: beneficial “Mine Performance Expands Rare-Earth Feedstock Supply”; adverse “Mine Constraints Reduce Rare-Earth Feedstock Supply”.
- [Processing Capacity and Operations](https://0.0.0.0:3000/narratives/processing-capacity-and-operations): Processing-project delivery and operating capability determine how much rare-earth feedstock becomes usable separated or refined material. Group: Supply. As of 2026-10-19. 1459 triplets. Chart: https://0.0.0.0:3000/api/trends/processing-capacity-and-operations. Evidence: https://0.0.0.0:3000/api/evidence/processing-capacity-and-operations
  - 0. Processing project delivery: beneficial “Processing Projects Expand Rare-Earth Capacity”; adverse “Project Setbacks Defer Rare-Earth Processing Capacity”.
  - 1. Processing operating performance: beneficial “Operating Improvements Increase Usable Rare-Earth Supply”; adverse “Operating Constraints Reduce Usable Rare-Earth Supply”.
- [Magnet Manufacturing](https://0.0.0.0:3000/narratives/magnet-manufacturing): Factory delivery and commercial production readiness determine available rare-earth permanent-magnet capacity. Group: Supply. As of 2026-10-19. 1302 triplets. Chart: https://0.0.0.0:3000/api/trends/magnet-manufacturing. Evidence: https://0.0.0.0:3000/api/evidence/magnet-manufacturing
  - 0. Factory development: beneficial “Factory Investment Expands Rare-Earth Magnet Manufacturing”; adverse “Development Setbacks Defer Rare-Earth Magnet Manufacturing”.
  - 1. Production readiness: beneficial “Production Readiness Expands Rare-Earth Magnet Supply”; adverse “Production Constraints Limit Rare-Earth Magnet Supply”.
- [Rare-Earth Prices](https://0.0.0.0:3000/narratives/rare-earth-prices): Selling-price conditions and purchase costs transmit rare-earth markets into producer and downstream economics. Group: Markets. As of 2026-10-19. 911 triplets. Chart: https://0.0.0.0:3000/api/trends/rare-earth-prices. Evidence: https://0.0.0.0:3000/api/evidence/rare-earth-prices
  - 0. Producer selling prices: beneficial “Stronger Prices Support Rare-Earth Producers”; adverse “Weaker Prices Pressure Rare-Earth Producers”.
  - 1. Downstream input costs: beneficial “Input-Cost Relief Supports Rare-Earth Users”; adverse “Input-Cost Inflation Pressures Rare-Earth Users”.
- [Inventory Cycle](https://0.0.0.0:3000/narratives/inventory-cycle): Commercial inventory management and strategic reserve decisions create or withdraw demand for rare-earth materials. Group: Markets. As of 2026-10-19. 124 triplets. Chart: https://0.0.0.0:3000/api/trends/inventory-cycle. Evidence: https://0.0.0.0:3000/api/evidence/inventory-cycle
  - 0. Commercial inventories: beneficial “Inventory Rebuilding Supports Rare-Earth Demand”; adverse “Inventory Drawdowns Weaken Rare-Earth Demand”.
  - 1. Strategic reserves: beneficial “Reserve Building Supports Rare-Earth Procurement”; adverse “Reserve Drawdowns Reduce Rare-Earth Procurement”.
- [Offtake and Commercial Commitments](https://0.0.0.0:3000/narratives/offtake-and-commercial-commitments): Purchase commitments and contractual risk allocation determine demand certainty and commercial backing for rare-earth supply. Group: Markets. As of 2026-10-19. 576 triplets. Chart: https://0.0.0.0:3000/api/trends/offtake-and-commercial-commitments. Evidence: https://0.0.0.0:3000/api/evidence/offtake-and-commercial-commitments
  - 0. Customer commitments: beneficial “Customer Commitments Secure Rare-Earth Sales”; adverse “Commitment Setbacks Weaken Rare-Earth Sales”.
  - 1. Contract economics: beneficial “Protected Terms Strengthen Rare-Earth Commercial Economics”; adverse “Weak Terms Expose Rare-Earth Suppliers”.
- [Permanent-Magnet Demand](https://0.0.0.0:3000/narratives/permanent-magnet-demand): Commercial end-market activity and strategic procurement shape demand for rare-earth permanent magnets. Group: Demand. As of 2026-10-19. 693 triplets. Chart: https://0.0.0.0:3000/api/trends/permanent-magnet-demand. Evidence: https://0.0.0.0:3000/api/evidence/permanent-magnet-demand
  - 0. Commercial end markets: beneficial “Commercial Growth Supports Rare-Earth Magnet Demand”; adverse “Commercial Slowdowns Weaken Rare-Earth Magnet Demand”.
  - 1. Strategic procurement: beneficial “Strategic Requirements Support Rare-Earth Magnet Demand”; adverse “Strategic Uncertainty Weakens Rare-Earth Magnet Demand”.
- [Recycling and Secondary Supply](https://0.0.0.0:3000/narratives/recycling-and-secondary-supply): Recovery-project delivery and access to usable recyclable feedstock determine secondary rare-earth supply. Group: Supply. As of 2026-10-19. 347 triplets. Chart: https://0.0.0.0:3000/api/trends/recycling-and-secondary-supply. Evidence: https://0.0.0.0:3000/api/evidence/recycling-and-secondary-supply
  - 0. Recovery project delivery: beneficial “Recovery Projects Expand Secondary Rare-Earth Supply”; adverse “Recovery Setbacks Constrain Secondary Rare-Earth Supply”.
  - 1. Recyclable feedstock access: beneficial “Usable Feedstock Enables Secondary Rare-Earth Supply”; adverse “Feedstock Gaps Limit Secondary Rare-Earth Supply”.
- [Thrifting and Substitution](https://0.0.0.0:3000/narratives/thrifting-and-substitution): Material-intensity requirements and alternative technologies determine whether products retain, reduce, or replace rare-earth use. Group: Demand. As of 2026-10-19. 46 triplets. Chart: https://0.0.0.0:3000/api/trends/thrifting-and-substitution. Evidence: https://0.0.0.0:3000/api/evidence/thrifting-and-substitution
  - 0. Rare-earth material intensity: beneficial “Performance Needs Sustain Rare-Earth Content”; adverse “Material Efficiency Reduces Rare-Earth Content”.
  - 1. Technology substitution: beneficial “Substitution Barriers Preserve Rare-Earth Use”; adverse “Alternative Adoption Displaces Rare-Earth Use”.
- [Rare Earth Index](https://0.0.0.0:3000/narratives/rare-earth-index): The combined weight of favorable and adverse company news across all rare-earth narratives. Shared evidence is counted once. Group: All. As of 2026-10-19. 10955 triplets. Chart: https://0.0.0.0:3000/api/trends/rare-earth-index. Evidence: https://0.0.0.0:3000/api/evidence/rare-earth-index