Rare Earth Advantage

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). NdPr oxide hits $88/kg - highest since March 2023. Shenghe Resources completes £200M Ngualla takeover. Lynas Texas refinery 85% EPA approval probability Q3 2025. Pentagon awards gallium recovery contract, launches $500M cobalt tender. Your competitive edge in the world's most critical elements.

Show Notes

Friday's essential market data 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) - NdPr oxide: 632,000 yuan/tonne ($88/kg) - highest since March 2023 **Project Economics Updates:** - Shenghe Resources completes £200M takeover of Peak Rare Earths' Ngualla Project - US Energy Department allocates $60M for critical mineral programs - Aclara Resources secured $5M DFC funding for Brazil Carina project - JS Link America investing $223M for Georgia magnet facility creating 520+ jobs **Separation Plant Construction:** - Lynas Texas refinery: 85% probability EPA permit approval Q3 2025, concrete pour Q1 2026, commercial production Q2 2028 - Meteoric Resources secures Brazil government approval for pilot plant, targeting October 2025 operations - Energy Fuels set to supply Vulcan Elements with NdPr and dysprosium oxides Q4 2025 - Saskatchewan Research Council commenced NdPr metal production summer 2025 - Neo Performance Materials' Estonia plant operational September 2025 - Critica's Vietnam pilot plant operational September 2025 **Pentagon Activity:** - Metallium's Flash Metals Texas awarded gallium recovery contract A$100,000 - DoD $500M cobalt tender launched August 22, 2025 - $1B funding package announced August 13, 2025, disbursements mid-2026 **Market Projections:** - REE market: 196.63 kilotons (2025) to 260.36 kilotons (2030) - 5.80% CAGR - Neodymium: 9.20% CAGR through 2030 - Global EV sales: +27% through first seven months 2025, reaching 10.7M units 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.

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.