Ann: Substantial Increase to Makuutu REE Resource to over 500Mt, page-286

The EU market is developing and funding their own PM recycling EOL feed stock, So would not think much will be left for outside sourcing.

The VALOMAG collaborative project was set up to make the recycling of permanent magnets feasible. VALOMAG aims at scaling up a technical solution for disassembling permanent magnets in order to develop more efficient routes for recycling and recovering magnets by means of several different recycling methods deploying hydrometallurgical processes to extract these metals. The VALOMAG project was made possible by EIT RawMaterials GmbH, a consortium co-funded by the European Union to make the European minerals, metals, and materials sectors sustainably competitive along the entire value chain by driving innovation, education, and entrepreneurship. The VALOMAG project is being driven by a number of key partners, who have combined their expertise to develop a new value proposal that meets the needs of the permanent magnets market. SUEZ (environmental services in the waste management and water sectors), BRGM (the French geological survey), CEA (French Alternative Energies and Atomic Energy Commission), and the Centre de Recherches Métallurgiques asbl CRM Group France are working on sourcing and characterising feedstock for end-of-life (EoL) products. CRM and BRGM are also working on the thermal treatment, fragmentation, and classification. BRGM and CEA are collaborating with Kolektor Magnet Technology GmbH (Germany) and Delft University of Technology (TU Delft, The Netherlands) on short-loop recycling processes and a hydrometallurgical route. TU Delft is working together with Leiden University (The Netherlands) on the technical, economic and environmental assessments with a life cycle analysis and a mass flow analysis of the various recycling routes.
https://www.recycling-magazine.com/2022/05/20/recycling-magnets-from-e-motors-generators-and-hard-disk-drives/