Rare Earth Advantage

REA

"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.

  1. 09/30/2025

    REA020 - Monday Outlook: Supply Chain Sovereignty & The Policy Pivot

    Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance. Good morning. Monday, September 29th. Our focus: Supply Chain Sovereignty and the Policy Pivot. - Market Pulse: NdPr baselines in China are holding firm, reflecting a market that's found its rhythm despite underlying tension. But let's be clear: the real story isn't just the spot price; it's the widening chasm for heavy rare earths. Dysprosium and Terbium continue to command significant premiums outside China, a stark reminder of their scarcity and strategic value. The market is screaming for certainty, and that comes at a price. - The Policy Power Play: The US Department of Defense's engagement with MP Materials is not merely an investment; it's a blueprint for Western supply chain resilience. An announced $400 million preferred stock investment, coupled with a guaranteed floor price of $110/kg for NdPr—nearly double current Chinese rates—and a 10-year offtake agreement for 7,000 metric tons per year of magnets, fundamentally de-risks domestic production. This isn't just about money; it's about making Western midstream capacity bankable. - Western Buildout Accelerates: Across the globe, the pieces are falling into place. Neo Performance Materials in Estonia is ramping up Europe’s first large-scale rare earth magnet factory, targeting components for a million EVs annually. In the US, Energy Fuels’ White Mesa Mill pilot in Utah is exceeding expectations, scaling up to produce 500 to 1,000 tonnes of separated oxides annually by year-end. And down in Texas, Lynas' heavy rare earth separation facility is 70% complete, with Dy/Tb trials underway, setting the stage for H2 2026 operations. These aren't just projects; they're strategic fortifications. - China's Grip & The BRICS Counter-Move: China’s export controls continue to exert pressure, causing licensing delays and production bottlenecks across Europe. In response, G7 nations are actively discussing price floors and potential import taxes to level the playing field. Meanwhile, the BRICS bloc, controlling 72% of global REE reserves, is intensifying its own strategies, exploring commodity exchanges to price rare earths independent of Western benchmarks. This is a chess match, and every move has global implications. - Strategic Imperative: For institutional capital, the message is unambiguous: supply chain sovereignty is the new alpha. The global REE market is projected to grow aggressively, but only those with robust, diversified supply lines will capture that value. Focus on entities securing guaranteed feedstock, committed offtakes, and operating under government-aligned floor mechanisms. This is where the real leverage lies. Your competitive edge in the world’s most critical elements. End of Monday brief.

    4 min
  2. 09/24/2025

    REA017 - Wednesday Momentum & Strategic Positioning

    Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance. Wednesday, September 24, 2025 — Momentum & Strategic Positioning (Regenerated) Market Momentum: - MP Materials: $74.70 (+$1.78, +2.43%) on 14.2M volume — institutional accumulation; market cap ~ $12.97B Pricing Intelligence: - Dysprosium: Retail $453.90/kg (+28.55% YTD); Rotterdam $825–850/kg; China export $230–280/kg — extreme regional spread persists - Neodymium: 785,000 CNY/T baseline; retail $146.20/kg (+52.13% YTD); 2025 range outlook $80–$120/kg as demand ramps Supply Chain Developments: - China steady near ~60% global REE production and ~90% processing; export control bottlenecks continue across EU/US - Metallium–Ucore collaboration advancing non-Chinese separation; Energy Fuels progress on Dy/Tb/Sm oxides Production Capacity Updates: - Energy Fuels piloting HREE oxides in Utah; commercial by late 2026; Donald Project (AU) aligns for 2027 feed - Neodymium remains top revenue driver (~30%); dysprosium demand projected +2,600% over 25 years (EV/wind magnet intensity) Macro (REE-only): - REE market ~$4.15B (2025) to ~$6.28B by 2030 (CAGR ~8.6%); acceleration from EVs, wind, defense electronics Strategy — 18–36 Months: - Expect continued HREE ex-China premiums and price bifurcation - Prioritize exposure to Western separation capacity and magnet offtakes; Texas/AU/CA/KSA hubs to watch for ramp timing Not investment advice. Your competitive edge in the world’s most critical elements.

    5 min

About

"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.