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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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By REAWelcome 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.