US holds secret Myanmar talks as rare earth minerals at stake
Talks over Myanmar's rare earth minerals could affect access to supply of these critical inputs.
Source →The trace
How it reaches your house.
Starting from Lynas Rare Earths Ltd., 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 Oxides (Nd, Pr, Dy, Tb) →Prices riseRare earth oxides are a critical input for home appliances, so a Myanmar-related supply squeeze would most likely raise production costs and retail prices.
81% confidenceLynas Rare Earths Ltd. →Shortage riskDysprosium is one of the heavy rare earths most exposed to Myanmar-related supply constraints, and the long 72-month replacement lead time makes disruption persistent.
67% confidenceLynas Rare Earths Ltd. →Shortage riskMyanmar rare-earth supply stress would tighten terbium availability, and this Lynas stream has very low substitutability and an 84-month replacement lead time.
Hop 2
Dysprosium (Dy) Metal →Shortage riskRare earth magnets have a 0.9 dependency on dysprosium metal, so a Myanmar-linked supply disruption would directly tighten magnet output and lengthen lead times.
93% confidenceTerbium (Tb) Metal →Shortage riskTerbium is a critical input to rare earth magnets, so a terbium supply shock tightens magnet supply.
87% confidenceNeodymium-Praseodymium (NdPr) Oxide/Metal →Shortage riskNdPr is a critical, near-one-for-one input to rare earth magnets, so a Myanmar-driven squeeze on NdPr would directly curtail magnet output.
Hop 3
Brushless DC (BLDC) Electric Motors →Shortage riskBLDC motors are a critical input for home appliances, so a rare-earth-driven motor supply squeeze would quickly constrain appliance output.
91% confidenceBrushless DC (BLDC) Electric Motors →Shortage riskSmall kitchen appliances depend heavily on BLDC motors, so reduced motor availability would tighten supply and delay production.
89% confidenceBrushless DC (BLDC) Electric Motors →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Home appliances · Rare earth magnets · Small kitchen appliances · Power & hand tools · Lawn & garden equipment · HVAC systems and equipment · Sporting goods & fitness equipment · Computers and laptops
In the MyPRIA app, this is checked against your own holdings.