Neodymium-Praseodymium (NdPr) Oxide/Metal →Stands to benefit
MP Materials Corp.MP
MP Materials is a 15% supplier of NdPr oxide/metal and the path already grounds the alternative supply push through MP, so the added non-China NdPr stream benefits MP.
78% confidence
Neodymium-Praseodymium (NdPr) Oxide/Metal →supply up
Rare earth magnets
NdPr oxide/metal is marked as a critical 0.98-strength input to rare earth magnets, so incremental alternative NdPr supply should improve magnet availability.
78% confidence
Terbium (Tb) Metal →Prices ease
China
China has a 95% country supply share for terbium metal, so a U.S.-backed effort to reduce dependence on Chinese rare earth supply directly pressures the dominant incumbent position.
76% confidence
Neodymium-Iron-Boron (NdFeB) Permanent Magnets →Prices ease
China
China supplies about 90% of NdFeB magnets on this edge, so a U.S. move explicitly aimed at breaking Chinese dominance would most directly pressure China's incumbent pricing power and share.
74% confidence
NdFeB Permanent Magnets for Wind Turbine Generators →Prices ease
China
China supplies 85% of this magnet input, so a U.S. move explicitly aimed at reducing Chinese rare-earth dependence would pressure China’s incumbent supply share and pricing power.
72% confidence
Neodymium-Iron-Boron (NdFeB) Permanent Magnets →Stands to benefit
MP Materials Corp.MP
The shock has already propagated through MP to NdFeB magnets, and this edge links MP to magnet supply with low substitutability and a 60-month replacement lead time, making MP a direct beneficiary of U.S.-backed alternative magnet capacity.
70% confidence
Terbium (Tb) Metal →supply up
Rare earth magnets
Terbium metal is a critical input to rare earth magnets with dependency_strength 0.85, so alternative Tb sourcing and processing would tend to improve downstream magnet availability.
68% confidence
Neodymium-Praseodymium (NdPr) Oxide/Metal →Prices ease
China
China holds an 85% country supply share, so alternative NdPr oxide/metal supply directly targets dependence on the dominant source country and may reduce its pricing leverage.
66% confidence
Neodymium-Iron-Boron (NdFeB) Permanent Magnets →Stands to benefit
United States
Although the U.S. share of NdFeB magnet supply is only about 1%, the event is specifically a U.S.-backed effort to create alternative supply, so the United States is a direct strategic beneficiary.
66% confidence
NdFeB Permanent Magnets for Wind Turbine Generators →Stands to benefit
MP Materials Corp.MP
MP is a listed supplier of NdFeB wind-turbine magnets with 15% market share, so U.S.-backed alternative rare-earth and magnet supply would directly help it gain from reduced China dependence.
64% confidence
Terbium (Tb) Metal →Stands to benefit
Malaysia
Malaysia has an existing 13% country supply share for terbium metal, so it is a plausible beneficiary jurisdiction as buyers seek alternatives to Chinese dominance.
60% confidence
Terbium (Tb) Metal →Prices ease
China Southern Rare Earth Group
China Southern Rare Earth Group is tied to terbium metal supply with a 60% market_share_pct, making it a large incumbent exposed to displacement or price pressure from alternative non-Chinese sourcing.
58% confidence
Neodymium-Praseodymium (NdPr) Oxide/Metal →Prices ease
China Northern Rare Earth Group600111.SS
China Northern has a 55% supplier share in NdPr oxide/metal, making it the main incumbent exposed if U.S.-backed alternative supply erodes Chinese pricing power.
58% confidence
Terbium (Tb) Metal →Stands to benefit
Estonia
Estonia has an existing 5% country supply share for terbium metal, so diversification away from Chinese supply can modestly benefit its position.
57% confidence
Terbium (Tb) Metal →Stands to benefit
Japan
Japan has an existing 6% country supply share for terbium metal, giving it a small but grounded role as an alternative supply jurisdiction.
57% confidence
Neodymium-Iron-Boron (NdFeB) Permanent Magnets →Prices ease
Zhongke Sanhuan000970.SZ
As a large incumbent NdFeB magnet supplier with 20% market share, Zhongke Sanhuan would face some displacement and pricing-pressure risk if U.S.-backed alternative magnet supply reduces dependence on the dominant incumbent supply base.
56% confidence
Neodymium-Iron-Boron (NdFeB) Permanent Magnets →Prices ease
JL MAG Rare-Earth300760.SZ
JL MAG Rare-Earth's 15% NdFeB magnet market share makes it exposed to pricing-pressure or share loss if new U.S.-backed alternative magnet capacity takes demand away from incumbents.
54% confidence
Terbium (Tb) Metal →Prices ease
China Minmetals Rare Earth Co.
China Minmetals Rare Earth Co. has a 20% market_share_pct in terbium metal supply, so diversification away from China creates moderate incumbent displacement risk.
52% confidence
Neodymium-Iron-Boron (NdFeB) Permanent Magnets →Prices ease
Ningbo Yunsheng600366.SS
Ningbo Yunsheng is an incumbent NdFeB magnet supplier with 10% market share, so incremental alternative supply could modestly weaken its pricing power, though the propagation is indirect and gradual.
50% confidence
NdFeB Permanent Magnets for Wind Turbine Generators →supply up
Electricity (residential)
NdFeB permanent magnets are marked as a critical input to residential electricity with dependency_strength 0.65, so easing magnet supply can improve downstream electricity availability, though the policy-to-output link is indirect.
50% confidence
Terbium (Tb) Metal →Stands to benefit
Australia
Australia has a small existing 2% country supply share for terbium metal, making it a lower-magnitude potential beneficiary of alternative sourcing.
46% confidence
Neodymium-Praseodymium (NdPr) Oxide/Metal →Stands to benefit
United States
The United States is listed as a small 1% supplier of NdPr oxide/metal, and a U.S. Army-backed alternative supply move should incrementally improve its position.
46% confidence
Neodymium-Iron-Boron (NdFeB) Permanent Magnets →supply up
Residential Electricity
The graph marks NdFeB magnets as a critical input to residential electricity with 0.65 dependency strength, so more secure alternative magnet supply can modestly ease downstream electricity-equipment availability.
43% confidence
