Dysprosium (Dy) Metal →supply up
Rare earth magnets
Rare earth magnets are a critical downstream input to Dy metal, so easing Dy supply should raise magnet availability.
92% confidence
Dysprosium (Dy) Metal →Stands to benefit
China
China accounts for 90% of Dy metal supply, so allowing Chinese minerals most directly benefits Chinese exporters in this market.
91% confidence
Rare Earth Oxides (Nd, Pr, Dy, Tb) →Stands to benefit
China
China accounts for 85% of this input supply, so tariff relief on Chinese minerals should most strongly benefit China's rare-earth supply base.
90% confidence
Dysprosium (Dy) Metal →Stands to benefit
China Southern Rare Earth Group
China Southern Rare Earth Group has a 55% share of Dy metal supply and low substitutability, so tariff relief should materially boost its sales volumes.
88% confidence
Dysprosium (Dy) Metal →Stands to benefit
China Minmetals Rare Earth Co.
China Minmetals Rare Earth Co. holds an 18% Dy metal supply share with very low substitutability, so easier Chinese access should benefit it.
84% confidence
Rare Earth Oxides (Nd, Pr, Dy, Tb) →Stands to benefit
China Northern Rare Earth Group600111.SS
This Chinese rare-earth supplier holds a 40% share of the market with low substitutability, so easier access for Chinese minerals should materially improve its business.
83% confidence
Dysprosium (Dy) Metal →Stands to benefit
Shenghe Resources Holding Co., Ltd.
Shenghe Resources has an 8% Dy metal supply share and low substitutability, so it likely benefits modestly from relaxed Chinese mineral access.
79% confidence
China Minmetals Rare Earth Co. →supply up
Terbium (Tb) Metal
If tariff access to Chinese minerals loosens, China Minmetals' terbium supply should become more available; its 20% market share and 84-month replacement lead time make the effect material.
76% confidence
China Minmetals Rare Earth Co. →supply up
Dysprosium (Dy) Metal
Tariff relief would also ease dysprosium availability from this supplier, and the 18% share plus 72-month replacement lead time suggest a strong transmission.
75% confidence
Rare Earth Oxides (Nd, Pr, Dy, Tb) →Stands to benefit
China Minmetals Rare Earth Co.
As another Chinese supplier of this input with a 15% share, it should gain from looser access to Chinese minerals, though less than the largest player.
72% confidence
China Minmetals Rare Earth Co. →supply up
Lanthanum Oxide (FCC additive)
Relaxed tariff constraints should increase lanthanum oxide availability, though the 18% share and somewhat higher substitutability make the effect a bit weaker.
71% confidence
Rare Earth Oxides (Nd, Pr, Dy, Tb) →Stands to benefit
Shenghe Resources Holding Co., Ltd.
Shenghe is a smaller Chinese supplier in this market, so easing Chinese mineral access should still be a positive tailwind, but with a smaller effect size.
69% confidence
China Minmetals Rare Earth Co. →supply up
Rare Earth Oxides (Nd, Pr, Dy, Tb)
The broader rare-earth oxide stream should also get a supply lift, but the lower 15% share and shorter replacement horizon make this the least concentrated of the listed edges.
69% confidence
China Southern Rare Earth Group →supply up
Terbium (Tb) Metal
China Southern Rare Earth Group has a 60% share of this input and long replacement lead times, so easier access to Chinese minerals would plausibly raise terbium availability.
67% confidence
China Southern Rare Earth Group →supply up
Dysprosium (Dy) Metal
The company supplies 55% of dysprosium metal with low substitutability and multi-year replacement lead times, so tariff relief would likely increase dysprosium supply.
66% confidence
Rare Earth Oxides (Nd, Pr, Dy, Tb) →supply up
Home appliances
Rare earth oxides are a critical input to home appliances, so more supply should improve appliance availability.
66% confidence
