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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.
View all episodes
By REAWelcome 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.