REA007 - Pentagon Contracts & Manufacturing Scale-Up

Wednesday market data: Neodymium 785,078.50 CNY/T ($107.46/kg), Dysprosium $780/kg industrial (121% YTD surge). ReElement Technologies awarded $2M DoD contract September 9 for critical mineral separation. Energy Fuels NdPr oxide successfully manufactured into commercial-scale permanent magnets, qualified for EV motors. MP Materials scaling Fort Worth capacity from 1,000 to 10,000 metric tons. Global critical minerals market projected $586.63B by 2032. Your competitive edge in the world's most critical elements.

Show Notes

Wednesday's essential briefing for institutional capital in rare earth elements Pentagon contracts and manufacturing developments. **Market Pricing Data:** - Neodymium: 785,078.50 CNY/T ($107.46/kg) September 9 - Praseodymium: $141.90/kg September 8 - Dysprosium: $453.90/kg retail, $780/kg industrial (121% YTD surge from $353/kg) - Terbium: $1,983.40/kg with Shanghai Metals Market at $1,125.14/kg **Pentagon Contract Activity:** - ReElement Technologies awarded $2M DoD contract September 9 for critical mineral separation and purification capabilities - DoD Industrial Base Analysis and Sustainment Program targeting 2027 "mine-to-magnet" goal - $439M Pentagon investment since 2020 in domestic rare earth capabilities **Project Milestones:** - Energy Fuels NdPr oxide successfully manufactured into commercial-scale permanent magnets, qualified for EV drive unit motors - RareX Mt Mansbridge project identifies new mineralized veins grading up to 1.7% TREO with significant HREO and DyTb concentrations - Locksley Resources $750,000 strategic investment in EV Resources contingent on antimony ore sales agreement **Manufacturing Scale-Up:** - MP Materials scaling Fort Worth magnet capacity from 1,000 metric tons (2025) to 10,000 metric tons over next decade - JS Link pilot production run anticipated September 2025 at Yesan, Korea facility - Cyclic Materials Mesa, Arizona facility reaching 50% designed capacity Q3 2025 **Strategic Investments:** - Critical Metals 10-year supply agreement with Ucore for 10,000 metric tons annually from Greenland Tanbreez project - Aclara Resources $5M DFC funding for Brazil Carina project, feasibility study concluding Q1 2026 - US Energy Department $1B funding initiatives announced August 2025 **Market Dynamics:** - Global critical minerals market projected $586.63B by 2032, 7.53% CAGR from 2025 - Clean energy applications account for 40%+ total rare earth demand - China's August exports down 3.4% month-on-month to 5,792 metric tons, but cumulative 2025 exports up 14.5% Pure market data and Pentagon contract 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.

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