Over 7 million vehicles! New-energy vehicle market in first half shows steady growth
Rapid growth in new-energy vehicle production and sales points to expanding supply and availability of EVs.
Source →The trace
How it reaches your house.
Starting from Rare-earth elements (NdPr), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Rare-earth elements (NdPr) →Prices riseNdPr is a critical input to rare-earth magnets with 0.9 dependency strength, so demand and price pressure at NdPr should transmit strongly into magnet input costs.
82% confidenceTesla →supply upTesla electric vehicles
Tesla's Shanghai deliveries reached the strongest monthly total of the year, indicating increased availability of Tesla EVs.
“Tesla (NASDAQ:TSLA), the Austin-based automaker, delivered 89,091 vehicles from its Shanghai factory in June, including 52,920 sold locally, marking its strongest monthly total of the year and extending its year-on-year growth streak in China to eight months.”
78% confidenceCited →Rare-earth elements (NdPr) →Stands to benefitHop 2
Rare earth magnets →Prices riseNeodymium-Praseodymium (NdPr) Oxide/Metal
Higher rare-earth magnet output tied to NEV growth increases demand for this critical NdPr oxide/metal input, with the graph edge indicating very high dependency strength of 0.98.
67% confidenceRare earth magnets →Prices riseExpanded rare-earth magnet production can raise demand and costs for critical Dy metal, supported by the input edge's high dependency strength of 0.9.
62% confidenceMP Materials Corp. →Prices riseHop 3
Dysprosium (Dy) Metal →Stands to benefitChina is listed with a 90% Dy supply share, making it the primary country-level beneficiary of higher Dy demand from EV-related magnet growth.
63% confidenceNdFeB Alloy Strip Cast / Jet Mill Powder →Stands to benefitShin-Etsu ChemicalSHECY
Shin-Etsu Chemical's 10% market share, low substitutability, and 42-month replacement lead time make it a likely beneficiary of higher NdFeB material demand tied to NEV growth.
62% confidenceDysprosium (Dy) Metal →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · Tesla electric vehicles
Companies you may own
MPLynas Rare Earths Ltd.SHECY300760.SZZhong Ke San Huan (CNEEC)China Southern Rare Earth Group600111.SSAdvanced Technology & Materials (AT&M)China Minmetals Rare Earth Co.DMEGC Magnetics (Hengdian Group)Shenghe Resources Holding Co., Ltd.
Tap a company to see what it told the SEC could break it.
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