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Rare Earth Advantage
REA
24 episodes
1 month ago
"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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All content for Rare Earth Advantage is the property of REA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
"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.
Show more...
Investing
Technology,
Business
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REA009 - Weekly Wrap-Up & Strategic Positioning
Rare Earth Advantage
5 minutes
3 months ago
REA009 - Weekly Wrap-Up & Strategic Positioning
Friday weekly wrap-up: Dysprosium oxide $201.5/kg, terbium oxide $889.68/kg showing heavy rare earths surge continues. Pentagon strategic developments: Lynas $120M Texas facility operational 2025, MP Materials $400M DoD mega-deal with 15% government stake. Ucore $18.4M Phase 2 Louisiana RapidSX facility. Weekly updates: ReElement $20M equipment facility, Aclara $5M DFC Brazil commitment. China tightened REE oversight with new Ministry measures. Strategic positioning for weekend analysis. Your competitive edge in the world's most critical elements.
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.