REA005 - Week Ahead Market Data

Monday market data: Neodymium $147.00/kg (+52.97% YTD), Praseodymium $141.90/kg (+47.66% YTD), Dysprosium $453.90/kg (+28.55% YTD), Terbium $1,983.40/kg (+42.03% YTD). DoD $400M MP Materials investment with decade-long pricing guarantee. Apple $500M commitment for recycling infrastructure. JS Link America $223M Georgia facility with 3,000 tons capacity. Ucore $80M Louisiana plant production May 2026. Your competitive edge in the world's most critical elements.

Show Notes

Monday's essential market briefing for institutional capital in rare earth elements. **Market Pricing Data:** - Neodymium: $147.00/kg (+52.97% YTD) - Praseodymium: $141.90/kg (+47.66% YTD) - Dysprosium: $453.90/kg (+28.55% YTD) - Terbium: $1,983.40/kg (+42.03% YTD) - Market entering cautious stability with subdued trading activity **Major Capital Deployment:** - DoD $400M investment in MP Materials with decade-long guaranteed pricing arrangement - Apple $500M commitment to MP Materials for recycling infrastructure and magnet manufacturing - JS Link America $223M investment for Columbus, Georgia facility with 3,000 tons annual capacity **Manufacturing Milestones:** - JS Link pilot production at Yesan, Korea facility expected September 2025 - MP Materials Fort Worth facility commercial production anticipated late 2025 - Neo Performance Materials Estonia plant operations beginning September 2025 **Separation Plant Construction:** - Ucore Rare Metals $80M facility in Alexandria, Louisiana, production starting May 2026 - Saskatchewan Research Council NdPr metal production commenced summer 2025 - Arafura Nolans project targeting 4,440 tons/year NdPr oxide by 2025 **Project Financing:** - Aclara Resources $5M DFC funding for Brazil Carina project - Apex Critical Metals secured 2,407-acre property package in midwestern US - US Energy Department $60M allocation for critical mineral programs - Ramaco Resources $200M capital raise for Wyoming project, commercial operations planned 2027 **Market Dynamics:** - NdPr oxide prices fallen, concerns half of projected non-Chinese supply could become unviable if prices remain below $60/kg through 2030 - Kazakhstan announced massive rare earth deposit discovery April 2025 Pure market data 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.

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