Letter from the founder
I didn’t build Sabian Global Inc. to join the mining industry.
I built Sabian because I looked at the state of the world and saw a truth nobody wanted to say out loud:
Humanity is trying to build a high-tech future using a resource system that still behaves like the 1950s.
Some of the poorest nations on Earth are sitting on some of the most valuable resources for the next century. Yet they remain locked into the bottom of the value chain — exporting raw materials while wealth, capability, technology and opportunity accumulate somewhere else.
Rare earths exposed this problem clearly: whoever controls rare earths controls the direction of global technology.
But the people standing on the land where those minerals exist rarely have access to the intelligence, capital or infrastructure needed to benefit from them. Entire nations are making billion-dollar decisions with incomplete visibility.
I founded Sabian to change that.
My goal isn’t simply to scan the Earth for minerals. Anyone can do that.
My goal is to give the world a level of resource intelligence it has never had before — because without it, developing nations will continue to be left behind and the world will continue to repeat the same mistakes.
The truth is simple:
If we are going to live in an age of AI, robotics, electrification and space-grade technology, then the benefits of that evolution must reach the people who live above the resources that make it possible.
This white paper is not a prediction.
It is a diagnosis.
And a warning.
And a roadmap.
Sabian exists to help the world finally see the whole board — not just the pieces in front of them.
Jason Wallace
Founder, Sabian Global Inc.
THE WORLD IS OUTGROWING IT’S RESOURCE SYSTEMS:
Rare earth elements (REEs) power almost every technology that defines the modern world:
AI servers, fighter jets, electric vehicles, satellites, wind turbines, robotics, data centers, medical imaging, lasers, advanced motors, telecommunications hardware.
Yet the system that supplies these materials is unstable, slow, and dangerously centralized.
Three truths define the global situation:
Production is concentrated. A handful of countries dominate mine output.
Processing is massively concentrated. Most refining happens in one region with the power to influence global pricing and availability.
New supply is slow. Major rare earth projects take well over a decade to become operational, often closer to twenty years or more.
Meanwhile demand is rising sharply as the world electrifies and automation scales across every sector.
This paper outlines what the next 40 years actually look like if we follow the data — not speculation.
It also outlines why Sabian has chosen rare earths as the first frontier for a new global intelligence system.
THE WORLDS TRUE POSITION:
Data not opinions Rare earths aren’t rare.
What’s rare is processing capacity, time, and systemic intelligence.
Official geological surveys show:
Large reserves across China, Brazil, Australia, the United States, Africa and Canada.
But production heavily weighted toward a small number of active regions.
And processing capacity overwhelmingly concentrated in one place.
Governments worldwide — from the EU to Australia to Canada to Africa’s emerging alliances — are scrambling to build strategies for critical minerals because they finally understand the severity of the risk:
A disruption in a single nation can halt entire industries.
Technology companies, automakers, defense departments and energy developers are already experiencing bottlenecks caused by material shortages, export controls and slow mine development.
The global system is fragile.
The global demand curve is relentless.
And the current mining ecosystem is not designed to handle what the future requires.
THE NEXT 40 YEARS OF RARE EARTHS — WHAT THE TRENDLINES GUARANTEE:
What happens when you project today’s hard numbers, patents, automation signals, technological dependencies and geopolitical moves forward by 40 years?
You get a future with five unavoidable realities:
Demand Outpaces Traditional Supply
AI infrastructure, electrification, defense systems, robotics and aerospace will continue consuming more REEs than current production growth can support.
Nations Will Pursue Strategic Autonomy
Countries will not tolerate dependency on external processing forever.
Expect alliances, stockpiles, national plants, and aggressive domestic strategies.
Automation Will Restructure Mining Economics
Robotics, autonomous drilling, drone-based surveying, digital twins and remote operations centers will shift cost structures and risk profiles.
Circular Recovery Becomes Essential
The world cannot rely solely on primary mining. End-of-life motors, turbines, electronics and magnets will become a second major supply chain.
Intelligence Becomes the New Resource
The ability to see the entire picture — geological, economic, environmental, political and technological — becomes the most important asset in the industry.
The rare earth landscape of 2065 will look nothing like today — unless the world ignores what the data is already telling us.
THE INDUSTRY’S FAILURE POINT — A FRAGMENTED VIEW OF REALITY:
Mining sees geology.
Refiners see feedstock.
OEMs see price.
Governments see taxes and jobs.
Investors see risk.
Communities see promises that don’t reach them.
Nobody sees the entire system.
That fragmentation creates:
Mispriced assets
Misinformed national strategies
Delayed innovation
Supply shocks
Lost opportunities for developing nations
Environmental blind spots
Geopolitical vulnerabilities
This is not a materials problem.
It is an intelligence problem.
The world is working with partial visibility while trying to build technologies that assume perfect stability.
That mismatch will define global tensions and technological limits for the next 40 years — unless a new intelligence layer exists.
WHAT SABIAN AI TECHNOLOGY IS BUILDING — PLANETARY RESOURCE INTELLIGENCE:
Sabian Global Inc. is building the intelligence layer that the rare earth industry — and the world — has been missing.
Sabian integrates:
Geological survey data
National reserve filings
Processing capacity mapping
Automation and robotics adoption signals
Patent activity in recycling and advanced extraction
Real-time environmental indicators
Policy movements and strategic materials legislation
Infrastructure, production and demand analytics
This creates a unified view of:
Where resources are
Who controls them
How fast they can realistically scale
What technologies will accelerate or strain demand
Which nations are positioned to benefit
Where bottlenecks will occur decades before they hit
How recycling and circular supply can shift global power
What environmental and social impacts must be addressed proactively
Sabian doesn’t predict the future.
Sabian eliminates blindness.
WHAT THIS MEANS FOR DEVELOPING NATIONS:
Developing nations have been told for decades that:
“Your role is to export the raw materials.
Our role is to transform them.”
That era is ending.
With the right intelligence, a developing nation can:
Identify strategic deposits earlier
Negotiate from a position of power
Build domestic processing capability
Attract aligned investment
Capture value beyond extraction
Develop recycling ecosystems
Train a new generation of technology-aligned workers
Build sovereignty instead of dependency
The future doesn’t belong only to those who have resources.
It belongs to those who understand them.
Sabian’s mission is to make that understanding universal — not proprietary.
WHAT THIS MEANS FOR INDUSTRY:
The rare earth and critical mineral industries are about to split into two groups:
1.Those who use intelligence.
2. And those who get outpaced by those who do.
The winners will be companies that:
Embrace automation and robotics early
Build transparency into their supply chains
Adopt real-time environmental accountability
Use intelligence to identify and prevent bottlenecks
Integrate circular recovery into core strategy
Partner with developing nations instead of exploiting them
Build vertically where appropriate
Position themselves as long-term strategic assets, not opportunistic contractors
The losers will be those who assume the old model still works.
The world is shifting from resource extraction
to resource intelligence
as the primary driver of power.
THE WORLD SABIAN GLOBAL INC IS TRYING TO BUILD:
A world where:
Nations rich in resources benefit from them
Technology companies have stable supply
Environmental impacts are monitored in real time
Automation removes risk rather than removing workers
Recycling is infrastructure, not a side project
Global development is tied to intelligence, not charity
Communities see long-term gains instead of short-term disruption
The world stops pretending that guesswork is strategy
Sabian exists to build that future.
Not by promising miracles.
Not by pretending mining becomes perfect overnight.
But by bringing clarity to a system that desperately needs it.
THE QUESTION EVERYONE MUST ANSWER:
The world is not waiting 30 years to become more electrified, more automated, more digital, more defense-minded and more energy hungry.
But the rare earth system that feeds this evolution still moves in decades.
There is a gap between humanity’s ambitions and its resource reality.
That gap is made of:
Concentration
Complexity
Slow timelines
Blind spots
Fragmentation
Sabian exists to close that gap with intelligence.
The question is not:
“Will the rare earth industry transform?”
It already is.
The real question is:
Who will be ready when the world no longer accepts decisions made without full visibility?
Sabian AI Technology will be.
And so will anyone who chooses to see the whole field.