Wind and solar added 200 billion kWh on average over 15 years; green power develops opportunities
The headline points to substantial growth in renewable electricity supply, changing the power mix and available generation capacity.
Source →The trace
How it reaches your house.
Starting from Residential Electricity, 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 →Stands to benefitZhongke Sanhuan000970.SZ
More wind-buildout lifts demand for NdFeB magnets used in turbine generators, and Zhongke Sanhuan's large share and long replacement lead time make it a likely beneficiary.
66% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Stands to benefitRenewable power growth supports additional wind-turbine deployment, which increases NdFeB magnet demand and should benefit MP Materials given its meaningful supply share.
65% confidenceStatkraft SF →supply upHop 2
Electricity (electrolytic refining) →supply upElectrolytic refining is a highly electricity-intensive step, and this edge is marked critical with 0.85 dependency strength, so more renewable electricity should ease the input constraint and raise output of copper and electrical wiring.
84% confidenceJL MAG Rare-Earth →Stands to benefitNdFeB Permanent Magnets for Wind Turbine Generators
Wind and solar growth supports more wind turbine buildout, which increases demand for turbine-generator magnets; JL MAG has a meaningful share in this niche and the input is not easily substituted.
79% confidenceZhongke Sanhuan →Prices riseHop 3
Copper and electrical wiring →supply upElectricity (electrolytic refining)
The renewable buildout increases electricity availability, and this is a critical, high-dependency input to electrolytic refining of copper and wiring.
79% confidenceNeodymium-Praseodymium (NdPr) Oxide/Metal →Stands to benefitChina's dominant NdPr supply share means most of the upside from stronger NdPr demand should accrue to Chinese production and processing.
68% confidenceNeodymium-Praseodymium (NdPr) Oxide/Metal →Stands to benefitHop 4
China Northern Rare Earth Group →Prices riseNeodymium-Praseodymium (NdPr) Oxide/Metal
More wind and solar buildout raises demand for NdFeB magnets in wind turbine generators, tightening NdPr feedstock demand and prices; China Northern Rare Earth Group's 55% share and 60-month replacement make the transmission strong.
82% confidenceChina →Prices riseMore wind capacity raises demand for Tb-doped permanent magnets, and China's 95% supply share makes terbium prices especially sensitive to that demand increase.
72% confidenceChina Northern Rare Earth Group →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Copper and electrical wiring · Rare earth magnets
In the MyPRIA app, this is checked against your own holdings.