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

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