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

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