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Rare Earth Advantage

Rare Earth Advantage

Written by: REA
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 "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 market data, supply chain developments, and production capacity updates across neodymium, dysprosium, terbium, and praseodymium markets. What You Get: Real-time rare earth pricing intelligence and market movements Supply chain disruption analysis and geopolitical impact assessment Production capacity updates from MP Materials, Lynas, Ucore, and emerging players China's export control implications and Western diversification strategies Heavy vs. light rare earth separation facility developments Strategic positioning analysis for the next 18-36 months Why Institutional Capital Listens: China controls 60% of global rare earth production and 90% of processing capacity. With $6.4B market size growing to $11.68B by 2035, and critical applications in defense, EVs, and renewable energy, rare earth supply chains represent both massive opportunity and systemic risk. Pure rare earth market focus. Zero irrelevant content. Maximum institutional edge. Episodes run 4-5 minutes, Monday through Friday. Weekend strategic synthesis available. Your competitive edge in the world's most critical elements. Disclaimer: This podcast is powered by Daily Dominance and utilizes artificial intelligence technology for content creation and production. The views and opinions expressed in this show are those of the hosts and guests and do not necessarily reflect the official policy or position of Daily Dominance. All content is generated with the intent to provide informative and engaging material; however, the accuracy and reliability of the information presented may vary. Listeners are encouraged to conduct their own research and consult with professionals before making any decisions based on the content of this podcast. By listening to this podcast, you acknowledge and agree to these terms.© 2025 REA Economics Personal Finance
Episodes
  • REA024 - Final Brief: Sunset & Strategic Redirect

    REA024 - Final Brief: Sunset & Strategic Redirect
    Oct 3 2025
    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: capitaldesk@protonmail.com Your competitive edge—now focused where it matters most.
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    3 mins
  • REA023 - Thursday Technical: NdPr at Two-Year Highs & The Q4 Demand Surge

    REA023 - Thursday Technical: NdPr at Two-Year Highs & The Q4 Demand Surge
    Oct 2 2025
    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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    4 mins
  • REA022 - Wednesday Midweek: Q4 Positioning and the Recycling Reality

    REA022 - Wednesday Midweek: Q4 Positioning and the Recycling Reality
    Oct 1 2025
    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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    4 mins
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