India’s Annual Wind Power Installations to Double by 2030
A projected surge in wind installations implies substantial new supply of wind power equipment and capacity.
Source →The trace
How it reaches your house.
Starting from NdFeB Permanent Magnets for Wind Turbine Generators, 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 benefitBecause China accounts for 85% of supply on this edge, a wind-installation surge that raises magnet demand most strongly benefits Chinese suppliers and the country’s export base.
88% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Stands to benefitZhongke Sanhuan000970.SZ
A wind-installation surge raises demand for NdFeB magnets used in turbine generators, and Zhongke Sanhuan’s 18% share with low substitutability and a 36-month replacement lead time makes it a clear beneficiary.
80% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Stands to benefitHop 2
China →Prices riseIndia's wind-buildout lifts demand for NdFeB generator magnets, and terbium is a critical rare-earth additive with 95% of supply tied to China, so the input's price is likely to rise.
82% confidenceJL MAG Rare-Earth →Prices riseNdFeB Permanent Magnets for Wind Turbine Generators
A boom in wind installations should lift demand for JL MAG's turbine-generator magnet line, and the low substitutability plus 36-month replacement lead time point to tighter pricing.
82% confidenceMP Materials Corp. →Prices riseHop 3
NdFeB Rare Earth Permanent Magnets →Stands to benefitChina supplies 92% of NdFeB rare-earth permanent magnets, so a wind-buildout-driven demand surge should primarily benefit Chinese output and exports.
92% confidenceNeodymium-Iron-Boron (NdFeB) Permanent Magnets →Stands to benefitIndia's wind buildout raises NdFeB magnet demand, and China accounts for 90% of this input's supply, so Chinese producers benefit the most.
88% confidenceNdFeB Rare Earth Permanent Magnets →Stands to benefitZhongke Sanhuan000970.SZ
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets
Companies you may own
000970.SZ300760.SZMPYantai Zhenghai Magnetic Material6762.T267260.KSENR.DEHitachi Energy Ltd. (formerly ABB Power Grids)500093.BOABB.NS600366.SSVacuumschmelze (VAC)China Southern Rare Earth Group600111.SSChina Minmetals Rare Earth Co.Lynas Rare Earths Ltd.
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