Rare Earth Advantage

Tuesday market data: Neodymium 785,157 CNY/T ($107.70/kg), up 19.87% monthly, 43.41% year-on-year. Dysprosium 121% YTD gain from $353/kg to $780/kg. US Strategic Metals $500M Pakistan deal for poly-metallic refinery. Breakthrough: Livium-University of Melbourne microwave technology achieves 95% neodymium recovery, 85% less energy. Valor processing firm launched by former Glencore head. Neo Estonia plant operational September 2025. Your competitive edge in the world's most critical elements.

Show Notes

Tuesday's essential briefing for institutional capital in rare earth elements breakthrough technology and market developments. **Market Pricing Data:** - Neodymium: 785,157 CNY/T ($107.70/kg), up 19.87% over past month and 43.41% year-on-year - Praseodymium: $141.90/kg - Dysprosium: $453.90/kg (121% YTD gain from $353/kg in January to $780/kg) - Terbium: $1,983.40/kg with 5.52% increase - NdPr oxide: 632,000 yuan/tonne ($88/kg) - strongest since March 2023 **Major Contract Activity:** - US Strategic Metals $500M investment deal with Pakistan's Frontier Works Organization for poly-metallic refinery, immediate mineral exports including rare earths - DoE $1B funding for critical minerals announced August 2025 - Flash Metals USA awarded gallium recovery SBIR contract September 2 **Technological Breakthrough:** - Livium and University of Melbourne microwave-assisted extraction technology achieving 95%+ neodymium recovery, 80% praseodymium recovery, consuming 85% less energy than conventional methods - Valor critical minerals processing firm launched September 9, 2025 by former Glencore head, focusing on faster, cheaper, zero-waste processing methods **Manufacturing Facilities:** - Neo Performance Materials Estonia plant beginning operations September 2025 as Europe's first domestic NdFeB magnet factory - JS Link America $223M Georgia facility targeting late 2027 operations with 3,000 tons capacity **Separation Plant Construction:** - Ucore Rare Metals $80M Louisiana facility production starting May 2026 - Meteoric Resources Brazil pilot plant targeting October 2025 operations **Market Dynamics:** - Global rare earth market $5.3B growing to $7.3B by 2026 - Brazilian Rare Earths 42% share price surge after securing final permit approval for Bahia pilot plant, operations mid-2026 Pure market data and breakthrough technology analysis 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.