Rare Earth Advantage

Monday market analysis: Total crypto market cap $4.17 trillion, MP Materials $63.51 (+0.9%, $11.2B market cap). Pentagon's rare earth revolution: DoD $400M investment acquiring 15% MP Materials stake, becoming largest shareholder. 10-year price floor guarantee $110/kg NdPr oxide (double Chinese prices). Neodymium 785,157 CNY/ton (~$108/kg), up 50.96% YoY. Dysprosium explosive 121% YTD gain $353/kg to $780/kg. China maintains export controls on seven rare earth elements. Your competitive edge in the world's most critical elements.

Show Notes

Monday's comprehensive strategic briefing for institutional capital in rare earth elements and Pentagon developments. **Market Snapshot - September 15, 2025:** - Total Crypto Market Cap: $4.17 trillion - MP Materials Stock: $63.51 (+0.9%, $11.2B market cap) - Global rare earth market entering critical inflection point **Pentagon's Rare Earth Revolution:** - DoD $400M investment acquiring 15% MP Materials stake - largest shareholder - 10-year price floor guarantee: $110/kg NdPr oxide (nearly double Chinese prices at ~$60/kg) - 100% offtake agreement for new "10X" facility producing 10,000 metric tons annually by 2028 - First time U.S. government becomes major shareholder in critical minerals company **Separation Plant Construction Updates:** - MP Materials $150M DoD loan for heavy rare earth separation expansion at Mountain Pass - Texas "Independence" facility now producing automotive-grade magnets at scale - Lynas: First heavy rare earth producer outside China - Malaysia facility operational - Ucore: $18.4M DoD funding for Louisiana facility, production target May 2026 **Critical Pricing Data:** - Neodymium: 785,157 CNY/ton (~$108/kg) September 12, up 50.96% YoY - Dysprosium: Explosive 121% YTD gain—from $353/kg (January) to $780/kg (September) - Terbium: $1,983.40/kg, up 42.03% YTD - Praseodymium: $139.60/kg, up 45.27% YTD **China's Strategic Response:** - Export controls on seven rare earth elements remain in effect - Heavy rare earths seeing 168-598% price increases since April restrictions - China: 270,000 tonnes production vs USA: 40,823 tonnes (2024) - China refines 85%+ of global supply **Strategic Market Analysis:** Pentagon has moved from passive buyer to active owner, fundamentally changing market dynamics. MP Materials stock up 450% since deal announcement. This represents the inflection point in rare earth geopolitics and the end of Chinese dominance. Comprehensive strategic analysis and Pentagon developments for institutional allocators in rare earth elements and critical minerals. Your competitive edge in the world's most critical elements.

What is Rare Earth Advantage?

"Rare Earth Advantage: Daily Edge for Institutional Capital"

The definitive rare earth elements briefing for institutional allocators managing nine-figure portfolios. Every episode delivers critical market data, supply chain developments, and production capacity updates across neodymium, dysprosium, terbium, and praseodymium markets.

What You Get:

Real-time rare earth pricing intelligence and market movements
Supply chain disruption analysis and geopolitical impact assessment
Production capacity updates from MP Materials, Lynas, Ucore, and emerging players
China's export control implications and Western diversification strategies
Heavy vs. light rare earth separation facility developments
Strategic positioning analysis for the next 18-36 months
Why Institutional Capital Listens:
China controls 60% of global rare earth production and 90% of processing capacity. With $6.4B market size growing to $11.68B by 2035, and critical applications in defense, EVs, and renewable energy, rare earth supply chains represent both massive opportunity and systemic risk.

Pure rare earth market focus. Zero irrelevant content. Maximum institutional edge.

Episodes run 4-5 minutes, Monday through Friday. Weekend strategic synthesis available.

Your competitive edge in the world's most critical elements.

Disclaimer: This podcast is powered by Daily Dominance and utilizes artificial intelligence technology for content creation and production. The views and opinions expressed in this show are those of the hosts and guests and do not necessarily reflect the official policy or position of Daily Dominance. All content is generated with the intent to provide informative and engaging material; however, the accuracy and reliability of the information presented may vary. Listeners are encouraged to conduct their own research and consult with professionals before making any decisions based on the content of this podcast. By listening to this podcast, you acknowledge and agree to these terms.