In terms of down stream, here's a paper from 2021 on magnet production/ supply, rather than oxide.
https://macropolo.org/wp-content/uploads/2021/11/magnet_final.pdf
Less concentrated with Japan and EU contributing significant capacity, however as usual... "While Japan and Germany still account for around half of the high-performance magnets output, their production levels have remained relatively constant. This leaves China as the main supplier to ramp up marginal capacity on high-end magnets. In the absence of substitutes in the near term, China may have little choice but to become the supplier of last resort in the face of a supply crunch."
In terms of down stream, here's a paper from 2021 on magnet...
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