Seven of ten wind power projects stopped
The stoppage of most planned wind projects reduces near-term electricity and turbine demand from those developments.
Source →The trace
How it reaches your house.
Starting from Vestas Wind Systems, 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
NdFeB Permanent Magnets for Wind Turbine Generators →Prices easeZhongke Sanhuan000970.SZ
Wind project stoppages cut near-term orders for NdFeB magnets, so this supplier faces lower shipment volumes and price pressure, with exposure scaled by its 18% share.
82% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Prices easeReduced wind-project activity lowers demand for NdFeB magnets, creating price and volume pressure for this supplier, and its 15% share suggests notable exposure.
81% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Prices easeJL MAG Rare-Earth300760.SZ
With fewer planned wind projects, demand for wind-turbine NdFeB magnets weakens, pressuring this supplier's sales and pricing, and its 13% share makes the effect meaningful.
80% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Prices easeYantai Zhenghai Magnetic Material
The stoppage of wind projects reduces orders for NdFeB magnets, which should weaken this supplier's realized prices and volumes; the 10% share implies a solid but smaller hit.
78% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Prices easeTDK Corporation6762.T
A smaller 5% supplier share still leaves this company exposed to weaker wind-turbine magnet demand, though the impact is less severe than the larger suppliers.
72% confidenceHop 2
Zhongke Sanhuan →Prices easeNdFeB Permanent Magnets for Wind Turbine Generators
Zhongke Sanhuan supplies wind-turbine-specific NdFeB magnets with 18% market share, so stoppages in most planned wind projects should directly soften demand and pressure prices in that segment.
84% confidenceYantai Zhenghai Magnetic Material →Prices easeNdFeB Permanent Magnets for Wind Turbine Generators
Yantai Zhenghai Magnetic Material supplies about 10% of this magnet input, so a large slowdown in wind project builds should reduce orders and pressure prices for the magnet market.
79% confidenceTDK Corporation →Prices easeHop 3
Neodymium-Praseodymium (NdPr) Oxide/Metal →Prices easeChina Northern Rare Earth Group600111.SS
With wind-turbine magnet demand softer, the dominant Chinese NdPr producer faces weaker realized prices and off-take.
86% confidenceNeodymium-Praseodymium (NdPr) Oxide/Metal →Prices easeThe U.S. supplier's NdPr sales to magnet makers soften as planned wind-project demand disappears.
82% confidenceNeodymium-Praseodymium (NdPr) Oxide/Metal →Prices easeHop 4
DMEGC Magnetics (Hengdian Group) →Prices easeWith fewer wind projects ordering DMEGC's magnet output, demand for NdFeB rare-earth magnets eases and the market is likely to see softer prices.
84% confidenceChina Northern Rare Earth Group →Prices easeNeodymium-Praseodymium (NdPr) Oxide/Metal
The wind-project stoppage cuts demand for NdPr-rich NdFeB magnets, and this supplier's 55% share plus 60-month replacement lead time make NdPr prices likely to soften.
83% confidenceDMEGC Magnetics (Hengdian Group) →Prices ease
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
Companies you may own
000970.SZMP300760.SZYantai Zhenghai Magnetic Material6762.T600111.SSLynas Rare Earths Ltd.NEO.TOZhong Ke San Huan (CNEEC)Shenghe Resources Holding Co., Ltd.SHECYDMEGC Magnetics (Hengdian Group)Advanced Technology & Materials (AT&M)000969.SZ
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