Rare Earth Advantage

By 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 ... more

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FAQs about Rare Earth Advantage:

How many episodes does Rare Earth Advantage have?

The podcast currently has 24 episodes available.

Rare Earth Advantage episodes:

October 03, 2025 REA024 - Final Brief: Sunset & Strategic Redirect
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.
This is our final brief. After 23 episodes covering rare earth supply chains—from MP Materials' DoD partnership to Lynas' heavy REE breakthrough—we're sunsetting this show to focus on two core verticals: Energy Markets Daily and LLD Daily.
Strategic Redirect:
- Energy Markets Daily: Sub-4-minute briefings on energy markets, geopolitical events, and supply-demand dynamics
- LLD Daily: Technical analysis and strategic positioning for Liberland Dollar—the world's first functional government cryptocurrency
Both shows maintain the same institutional rigor and actionable intelligence. We may return to rare earth coverage as Western processing scales and new catalysts emerge.
For inquiries: [email protected]
Your competitive edge—now focused where it matters most.
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3min
October 02, 2025 REA023 - Thursday Technical: NdPr at Two-Year Highs & The Q4 Demand Surge
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.
Thursday's technical brief delivers hard data on the NdPr breakout. NdPr oxide hits 632,000 yuan/tonne (US$88/kg) in China—two-year highs on a 40% surge since July. MP Materials' export halt removed 9% of China's NdPr supply, creating panic buying as Q4 seasonal demand amplifies the shortage.
What's inside:
- Price Breakout: NdPr at US$88/kg in China—two-year highs on 40% surge since July
- Supply Shock: MP's export halt removed 9% of China's NdPr supply; panic buying ensues
- Lynas Milestone: Commercial-scale Dy/Tb oxide production begins—sole non-Chinese producer
- Q4 Catalyst: Peak seasonal demand from EVs, wind, electronics amplifies shortage
- Technical Outlook: 10-20% upside possible if Chinese licensing delays persist into Q4
Your competitive edge in the world's most critical elements.
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4min
October 01, 2025 REA022 - Wednesday Midweek: Q4 Positioning and the Recycling Reality
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.
Wednesday's midweek focus examines Q4 positioning as the traditional stockpiling season winds down. MP Materials holds $67 support amid cautious stability, while recycling dynamics reshape supply equations. Scrap suppliers withhold Dy/Tb material, creating artificial tightness and recycling premiums.
What's inside:
- Market Pulse: MP at $67; cautious stability as Q4 stockpiling season ends with weak orders
- Recycling Reality: Dy/Tb scrap suppliers withholding material; recycling premiums emerge
- Q4 Demand Patterns: NdFeB magnet stability; EV demand robust but growth moderating
- Western Capacity Reality: Processing projects progressing but limited scale vs. China
- Strategic Evolution: Recycling infrastructure becomes the new battleground
Your competitive edge in the world's most critical elements.
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5min
September 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.
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4min
September 30, 2025 REA021 - Tuesday Reality Check: Price Surge, Capacity Gaps, and Execution Alpha
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.
Tuesday's reality check confronts the execution challenges behind Monday's strategic vision. NdPr prices surge 40% YTD, but MP stock retreats despite fundamentals. Western processing capacity lags mining development, creating bottlenecks that separate winners from losers.
What's inside:
- Price Reality: NdPr up 40% YTD; MP stock disconnect signals execution risk
- Capacity Crunch: Western processing lags mining; medium-term bottlenecks emerging
- Myanmar Factor: 15% of global HREE supply disrupted; ethical sourcing premiums
- Execution Alpha: Processing capacity outside China captures arbitrage opportunities
- Strategic Evolution: Processing capacity > mining rights in this cycle
Your competitive edge in the world's most critical elements.
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4min
September 26, 2025 REA019 - Weekly Synthesis: Floors, Flows, and the HREE Premium
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.
A focused Friday synthesis. NdPr stays firm on China baselines; the DoD-MP framework cements Western price floors and offtake certainty; and heavy rare earths hold a stubborn ex-China premium. Europe's constraints persist under export controls.
What's inside:
- Market read: NdPr steady into quarter-end, no drama
- Western floors: DoD-MP $110/kg architecture + 10-year offtake = bankability
- HREE premium: Dy Rotterdam ~$825–$850/kg, structural gap vs China
- EU bottlenecks: Export controls → license delays, line stoppages
- Strategy: Capacity + offtake > chasing quotes; treat price as one input
Your competitive edge in the world's most critical elements.
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4min
September 25, 2025 REA018 - Thursday Brief: Momentum, Pricing, and Strategy
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.
Today’s brief cuts through the REE noise. MP holds its midweek momentum as the U.S. mine‑to‑magnet push stays on track. Neodymium is firm on China baselines while heavy rare earths keep a stubborn ex‑China premium. Europe gets a real anchor with Neo’s Estonia magnet line — early, but meaningful.
What’s inside:
- Market momentum: MP’s accumulation continues
- Pricing intel: Nd/NdPr steady; Dy spread stays wide
- Supply chain: China’s controls still throttle EU buyers
- Capacity: Energy Fuels (Dy/Tb/Sm) targets late 2026; Estonia’s NdFeB plant live
- Strategy: Own separation + offtakes; treat price as one input, not the whole cost
Your competitive edge in the world’s most critical elements.
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5min
September 24, 2025 REA017 - Wednesday Momentum & Strategic Positioning (Regenerated)
Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance.
A straightforward read on where the REE market is leaning midweek. MP draws institutional interest on heavy volume. Neodymium holds gains year‑to‑date; dysprosium stays priced for scarcity outside China. Policy is the driver: export licenses, bottlenecks, and floor mechanisms are shaping who actually delivers.
What’s inside:
- Market momentum: Institutional accumulation signals
- Pricing intelligence: Nd steady; Dy’s ex‑China premium persists
- Supply chain: Announcement 18 keeps pressure on Western OEMs
- Capacity: Energy Fuels’ HREE pilot; Donald Project timing
- Positioning: Texas/Australia/Canada/Saudi as the lanes to watch
Your competitive edge in the world’s most critical elements.
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5min
September 23, 2025 REA016 - Tuesday Market Consolidation & Strategic Analysis
Tuesday's comprehensive rare earth market consolidation analysis and strategic positioning for institutional capital. Market Consolidation - September 23, 2025: - MP Materials: $73.22 (+$0.01, +0.02%) - Healthy consolidation after Monday's strong opening - Volume: 10.6M shares - Continued institutional interest following Monday's performance - Market cap: $12.97B - Maintaining strong positioning in rare earth sector Fresh Rare Earth Pricing Intelligence: - Dysprosium regional price disparities: Retail $453.90/kg (+28.55% YTD) vs Rotterdam $825-850/kg, more than triple Chinese export prices of $230-280/kg - Neodymium: 785,000 CNY/T baseline, retail $146.20/kg (+52.13% YTD) - Market showing mixed performance with price corrections in praseodymium-neodymium segments - Dysprosium-terbium prices remaining stable amid supply constraints Critical Supply Chain Developments: - Global rare earth market valued at $4.15B in 2025, projected $6.28B by 2030 (8.6% CAGR) - China maintains 60% global production and 90% processing capacity dominance - Europe's first dysprosium and terbium oxide production line completed in Estonia on September 19th by Neo Performance Materials - Significant milestone for localized supply chains outside China Geopolitical Analysis: - Export control impacts from China's Announcement 18 measures continuing to create bottlenecks - European businesses facing millions in costs due to tightened Chinese export licenses - U.S.-bound exports collapsed 90% during May-June 2025 period - Metallium-Ucore collaboration advancing non-Chinese production capabilities through technology integration Tuesday Strategic Positioning: Market showing healthy consolidation after Monday's opening strength. Institutional capital flows continue into rare earth sector driven by supply chain diversification urgency. Neodymium segment leading growth, accounting for 30% of market revenue. Dysprosium demand potentially facing 2,600% increase over 25 years for electric vehicle and wind applications. Next 18-36 months remain critical for determining Western supply chain viability against China's continued processing dominance. Comprehensive Tuesday market consolidation analysis and strategic positioning for institutional allocators in rare earth elements and critical minerals. Your competitive edge in the world's most critical elements.
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5min
September 22, 2025 REA015 - Monday Market Opening & Strategic Positioning
Monday's comprehensive rare earth market opening analysis and strategic positioning for institutional capital. Current Market Performance: - MP Materials: $73.22 (+2.04%, +$1.47) - Strong momentum continuing from Friday - Volume: 37.4M shares - Significant institutional interest accelerating - Market cap: $12.97B - Rare earth sector strength in Monday opening Latest Rare Earth Market Developments: - POSCO International announces plans for rare earth production complex in United States - USA Rare Earth, Inc. added to S&P Global BMI Index today - NioCorp CEO scheduled for Fox Business News appearance discussing Elk Creek Critical Minerals Project - New Texas rare earth separation facility opened this month to reduce import reliance Fresh Rare Earth Pricing Intelligence: - Neodymium: 785,000 CNY/T baseline, retail price $146.20/kg (+52.13% YTD) - Dysprosium: $453.90/kg retail (+28.55% YTD), SMM pricing $254.3/kg (VAT excluded) - Market showing mixed performance with price corrections in praseodymium-neodymium - Dysprosium-terbium prices remaining stable Critical Supply Chain Analysis: - China maintains 60% global REE production, 90% processing dominance - Recent export control measures creating EU bottlenecks costing businesses millions - U.S.-bound exports collapsed over 90% between May-June 2025 due to Chinese restrictions - Global market projected USD 6.4B (2025) to USD 11.68B by 2035 (CAGR 6.2%) Geopolitical Developments: - China's export controls on dysprosium and terbium under Announcement 18 as national security measures - Recent spike in China's rare earth magnet exports suggesting possible short-term easing - U.S. Defense Production Act driving domestic refining initiatives - Australia positioning as key alternative supplier challenging China's monopoly Monday Strategic Positioning: Market opening reflects continued institutional flows into rare earth sector driven by supply chain diversification urgency. Fed rate cut environment supporting capital-intensive rare earth facilities. Key partnerships like Metallium-Ucore transforming North American supply chain. Next 18-36 months critical for determining Western supply chain viability against China's continued dominance. Comprehensive Monday market opening analysis and strategic positioning for institutional allocators in rare earth elements and critical minerals. Your competitive edge in the world's most critical elements.
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6min

FAQs about Rare Earth Advantage:

How many episodes does Rare Earth Advantage have?

The podcast currently has 24 episodes available.