President to mark launch of 155MW wind facility
A new 155MW wind facility adds electricity generation capacity to the grid.
Source →The trace
How it reaches your house.
Starting from GE Vernova (Gas Power), 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 benefitChina supplies the overwhelming majority of this input, so added wind-related magnet demand most strongly benefits Chinese supply chains.
78% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Stands to benefitZhongke Sanhuan000970.SZ
A larger wind buildout raises demand for NdFeB magnets used in turbine generators, and Zhongke Sanhuan's sizeable share makes it a likely beneficiary.
66% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Stands to benefitJL MAG Rare-Earth300760.SZ
A larger wind buildout raises demand for NdFeB magnets used in turbine generators, so JL MAG benefits as an established supplier.
64% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Stands to benefitIncremental turbine-magnet demand should benefit MP Materials through its meaningful share of this supply chain.
63% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Stands to benefitYantai Zhenghai Magnetic Material
More wind capacity increases demand for turbine magnets, giving Yantai Zhenghai a moderate upside through its supplier role.
62% confidenceGE Vernova (Gas Power) →Prices easeNatural gas compressor stations & engines
Additional wind generation can marginally reduce gas-power demand, softening demand for compressor-station and engine inputs; the edge’s 25% share and 18-month replacement time make the effect noticeable but not dominant.
43% confidenceGE Vernova (Gas Power) →Shortage riskArcosa, Inc.ACA
Arcosa disclosed that GE Vernova accounted for about 12.2% of consolidated revenue in 2025, so any slowdown in GE Vernova’s gas power activity can translate into a meaningful revenue hit for Arcosa.
41% confidenceHop 2
MP Materials Corp. →Prices riseNeodymium-Praseodymium (NdPr) Oxide/Metal
More wind generation capacity should lift demand for NdPr feedstock used in NdFeB wind-turbine magnets, tightening pricing for MP Materials' output.
67% confidenceJL MAG Rare-Earth →Stands to benefitNdFeB Permanent Magnets for Wind Turbine Generators
A new wind facility should raise demand for wind-turbine NdFeB magnets; JL MAG’s 13% share and low substitutability make this product a likely beneficiary.
66% confidenceYantai Zhenghai Magnetic Material →Prices riseHop 3
Neodymium-Iron-Boron (NdFeB) Permanent Magnets →supply upA new 155MW wind facility increases wind-generated electricity output, and this graph edge states Residential Electricity depends on NdFeB magnets with meaningful strength.
91% confidenceNeodymium-Praseodymium (NdPr) Oxide/Metal →Stands to benefitChina Northern Rare Earth Group600111.SS
Higher NdPr demand from wind-turbine magnet buildout should disproportionately benefit the largest NdPr supplier, given its 55% market share and low substitutability.
67% confidenceNeodymium-Praseodymium (NdPr) Oxide/Metal →Stands to benefitHop 4
China Northern Rare Earth Group →Prices riseNeodymium-Praseodymium (NdPr) Oxide/Metal
The new wind facility boosts demand for NdFeB magnets and therefore NdPr feedstock, and China Northern Rare Earth Group supplies NdPr oxide/metal at a 55% share with low substitutability and a long replacement lead time.
86% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Residential Electricity
In the MyPRIA app, this is checked against your own holdings.