{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Rare Earth Advantage","title":"REA023 - Thursday Technical: NdPr at Two-Year Highs & The Q4 Demand Surge","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/bf22d226\"></iframe>","width":"100%","height":180,"duration":228,"description":"Thursday's brief delivers the technical reality behind this week's narrative. NdPr oxide has hit 632,000 yuan/tonne (US$88/kg) in China—the highest level in over two years, marking a 40% surge since July. MP Materials trades at $66.61, down slightly but holding institutional interest. The driver? MP's cessation of exports to China eliminated 9% of China's NdPr supply, creating a feedback loop of panic buying as Q4 seasonal demand hits. We examine the technical price levels, Lynas' heavy REE breakthrough, and why Q4 demand could push prices another 10-20% higher.","thumbnail_url":"https://img.transistorcdn.com/CjldUpF-E72qCtDSWRtmpbWMy4KRuFqZyn1M8UH6FO8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9hMDZh/NjVlZTQyMWY2ODc0/Yjc1MGViYTEwYmFm/OWEwYS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}