Neodymium-Praseodymium (NdPr) Oxide/Metal →Shortage risk
Rare earth magnets
Rare earth magnets are marked as a critical downstream input with 0.98 dependency on NdPr, so a supply hold should quickly make magnets scarcer.
96% confidence
Mischmetal / Lanthanum (NiMH anode alloy) →Shortage risk
Household batteries
This alloy is marked as a critical NiMH battery input, so a China-led rare-earth squeeze should directly reduce household battery availability and raise costs.
94% confidence
Dysprosium (Dy) Metal →Shortage risk
Rare earth magnets
Dysprosium is a critical input to rare earth magnets, so a dysprosium supply squeeze directly constrains magnet availability.
93% confidence
Cerium Oxide (glass polishing compound) →Shortage risk
Glass and windows
Cerium oxide is a critical polishing compound for glass and windows, so a supply squeeze can directly reduce output and cause delays.
91% confidence
Terbium (Tb) Metal →Shortage risk
Rare earth magnets
Rare earth magnets are marked as a critical downstream good with high dependency on terbium metal, so a terbium supply squeeze directly tightens magnet availability.
91% confidence
Home appliances →Shortage risk
NdFeB Rare Earth Magnets
Home appliances have a critical 0.85 dependency on NdFeB magnets, so a rare-earth supply block can tighten magnet availability and constrain appliance production.
80% confidence
Lanthanum Oxide (FCC additive) →Stands to benefit
Lynas Rare Earths Ltd.
As a listed lanthanum-oxide supplier with a 7% share and 18-month replacement lead time, a Chinese supply squeeze should divert demand toward it and improve pricing power.
79% confidence
Lanthanum Oxide (FCC additive) →Stands to benefit
MP Materials Corp.MP
With a 4% share and 24-month replacement lead time, it can capture some diverted demand from the lanthanum-oxide shortage, though the effect is smaller.
74% confidence
Cerium Oxide (glass polishing compound) →Stands to benefit
Lynas Rare Earths Ltd.
As an alternative cerium oxide supplier, Lynas can capture some displaced demand when Chinese supply is constrained, though the gain is limited by its small share and long lead time.
72% confidence
Cerium Oxide (glass polishing compound) →Stands to benefit
Solvay (Rare Earth & CeO₂ Polishing)
Solvay can benefit from buyers re-sourcing away from China, but its modest share means the upside is partial rather than immediate and large.
70% confidence
Mischmetal / Lanthanum (NiMH anode alloy) →Stands to benefit
Lynas Rare Earths Ltd.
As a non-Chinese rare-earth supplier with an existing share of this market, Lynas can capture some diverted demand and firmer pricing when Chinese supply is constrained.
67% confidence
Cerium Oxide (glass polishing compound) →Stands to benefit
MP Materials Corp.MP
MP Materials is a smaller substitute supplier that could pick up some demand as Chinese cerium oxide supply tightens, but the effect is constrained by scale.
67% confidence
Cerium Oxide (glass polishing compound) →Stands to benefit
Showa Denko Materials (KH Neochem)
Showa Denko Materials may gain some displaced orders as buyers seek non-Chinese supply, but its very small share limits the transmission.
63% confidence
Mischmetal / Lanthanum (NiMH anode alloy) →Stands to benefit
MP Materials Corp.MP
MP Materials can benefit as a non-Chinese alternative source, but its smaller share and hard-to-replace supply mean the effect is only moderate.
63% confidence
Neodymium-Praseodymium (NdPr) Oxide/Metal →Stands to benefit
MP Materials Corp.MP
With China constraining NdPr supply, MP Materials' 15% share and relatively low substitutability make it a plausible alternative supplier that can gain demand and pricing power.
62% confidence
Lanthanum Oxide (FCC additive) →Stands to benefit
Energy Fuels Inc.
Its 1% share means the spillover is modest, but it still stands to gain some incremental demand and price support as an alternative supplier.
62% confidence
Dysprosium (Dy) Metal →Stands to benefit
Lynas Rare Earths Ltd.
As a small-share non-Chinese rare-earth supplier, Lynas can capture displaced demand and stronger pricing when Chinese dysprosium supply is withheld.
62% confidence
Mischmetal / Lanthanum (NiMH anode alloy) →Stands to benefit
Santoku Corporation
Santoku's smaller but real supply share makes it a plausible substitute beneficiary, though long replacement lead times limit the near-term upside.
61% confidence
Neodymium-Praseodymium (NdPr) Oxide/Metal →Stands to benefit
Lynas Rare Earths Ltd.
Lynas is another non-Chinese NdPr supplier with a meaningful share and long replacement lead time, so tighter Chinese supply should modestly improve its bargaining position.
58% confidence
Dysprosium (Dy) Metal →Stands to benefit
MP Materials Corp.MP
MP Materials is a tiny alternative supplier, so any China-driven dysprosium tightness can modestly improve its pricing power and strategic value.
55% confidence
