"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.
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"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.
After 23 episodes tracking rare earth supply chains, we're sunsetting Rare Earth Advantage to focus institutional intelligence on Energy Markets Daily and LLD Daily. We examine the strategic rationale, where to find continued coverage, and why these two verticals offer the most actionable alpha for institutional capital. For inquiries: capitaldesk@protonmail.com.
Thursday's brief delivers the technical reality behind this week's narrative. NdPr oxide has hit 632,000 yuan/tonne (US$88/kg) in China—the highest level in over two years, marking a 40% surge since July. MP Materials trades at $66.61, down slightly but holding institutional interest. The driver? MP's cessation of exports to China eliminated 9% of China's NdPr supply, creating a feedback loop of panic buying as Q4 seasonal demand hits. We examine the technical price levels, Lynas' heavy REE breakthrough, and why Q4 demand could push prices another 10-20% higher.
Wednesday's brief shifts focus to Q4 positioning as the traditional stockpiling season winds down with weak new orders. MP Materials trades around $67, reflecting cautious market sentiment despite government backing. The real story is emerging in recycling dynamics: scrap suppliers are withholding Dy/Tb material, expecting higher prices, while Western processing capacity remains limited. We examine the recycling premium, Q4 demand patterns, and why the next 90 days will test institutional positioning strategies.
Tuesday's brief confronts the market reality behind Monday's strategic vision. NdPr prices have surged 40% year-to-date, driven by Chinese export restrictions and MP Materials halting raw exports. But the real story is in the execution gaps: Western processing capacity lags mining development, creating bottlenecks that could define winners and losers. We examine MP's stock retreat, Myanmar's supply disruptions, and why the next 18 months separate the strategic from the tactical.
Monday’s brief zeroes in on the accelerating strategic battle for rare earth supply. With China's export controls still biting, Western nations are doubling down on domestic capacity, driven by game-changing policy interventions like the DoD-MP Materials framework. We’ll examine the latest pricing signals, key project advancements, and the critical role of policy in reshaping the global REE landscape. The core takeaway: securing supply chain sovereignty isn’t just a goal; it’s the defining market force.
Friday synthesis: NdPr baselines steady into quarter-end; DoD-MP $110/kg floor creates bankable Western pricing architecture with 10-year visibility and full offtake. HREE ex-China premium persists—Dy Rotterdam ~$825–$850/kg vs Chinese export levels. EU bottlenecks from export controls continue. Strategy: treat floors as real, prioritize Western separation + offtakes, plan around HREE premiums.
Today’s brief cuts through the REE noise. MP holds midweek momentum, Nd/NdPr stays firm on China baselines, and heavy rare earths keep a stubborn ex‑China premium. Europe adds a real anchor with Neo’s Estonia magnet line. Takeaway: plan for HREE bifurcation into year‑end and prioritize Western separation capacity and magnet offtakes.
A clean midweek read on REE positioning: MP catches a bid on heavy volume, Nd holds gains YTD, and Dy remains priced for scarcity ex‑China. Policy — licensing, bottlenecks, and floors — is determining who actually delivers. Winners over the next 18–36 months secure feedstock, offtake, and government‑aligned floors.
Tuesday market consolidation: MP Materials $73.22 (+$0.01, +0.02%) with 10.6M volume showing continued institutional interest. Dysprosium regional price disparities: retail $453.90/kg vs Rotterdam $825-850/kg, more than triple Chinese export prices. Europe's first dysprosium and terbium oxide production line completed in Estonia by Neo Performance Materials. Global rare earth market $4.15B (2025) projected $6.28B by 2030 with 8.6% CAGR. China maintains 60% global production, 90% processing dominance. Export control impacts continuing with 90% collapse in U.S.-bound exports. Your competitive edge in the world's most critical elements.
Monday market opening: MP Materials $73.22 (+2.04%, +$1.47) with 37.4M volume showing significant institutional interest. POSCO International announces plans for rare earth production complex in United States. USA Rare Earth added to S&P Global BMI Index. China maintains 60% global REE production, 90% processing dominance. Recent export control measures creating EU bottlenecks. U.S.-bound exports collapsed over 90% between May-June 2025. Global market projected USD 6.4B (2025) to USD 11.68B by 2035. Your competitive edge in the world's most critical elements.
Friday weekly wrap-up: MP Materials $71.65 (+0.93%, +$0.67) strong response to Fed rate cut environment. Volume 1.15M shares showing institutional interest accelerating. Australia positioning as world's second-largest rare earth supplier, potentially overtaking US. New Texas rare earth separation facility opened September 2025 for EV and defense sectors. Lynas uncertainty: Heavy rare earth separation facility in Seadrift, Texas faces economic challenges threatening 2026 start-up. China rare earth exports declined 3.4% in August to 5,792 tons. Global market projected $6.4B (2025) to $6.76B (2026) with 6.2% CAGR through 2035. Your competitive edge in the world's most critical elements.
Wednesday market data: MP Materials $65.98 (-1.78%) showing profit-taking in rare earth sector. Northern Minerals Browns Range Project targeting 8% of global heavy rare earth supply by 2028. Victory Metals confirms highly enriched heavy rare earth deposits at North Stanmore, Western Australia. ABx Group reports excellent extraction rates: Dysprosium 60-66%, Terbium 55-62%. China maintains 85% control of rare earth processing capacity. 2026 emerging as critical inflection point for Western rare earth production capacity. Your competitive edge in the world's most critical elements.
Tuesday market data: MP Materials $65.94 (+4.16%, +$2.64). Victory Metals discovers dysprosium concentrations up to 218 ppm at North Stanmore project - 54x higher than average crust levels. Dysprosium oxide ~$202.15/kg vs $353/kg January (121% YTD gain). Neodymium 785,000 CNY/T (+19.85% monthly, +50.96% YoY). China maintains 85% global processing capacity. 2026 emerging as critical Western production capacity year. Your competitive edge in the world's most critical elements.
Thursday real-time intelligence: Neodymium 785,157 CNY/ton ($110,000/ton), up 19.87% monthly, 48.84% year-on-year. Rare Earths MMI gained 2.15% bullish momentum. DoD $400M investment acquiring 15% MP Materials stake, becoming largest shareholder. Energy Fuels NdPr oxide successfully manufactured into commercial-scale permanent magnets, qualified for EV motors. Apple $500M commitment for MP Materials rare earths. China maintains 92% global refining capacity amid export controls. Your competitive edge in the world's most critical elements.
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.
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.
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.
"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.
