Factsheet - Critical Raw Materials Strategic Projects
Critical raw materials strategic projects indicate prospective new mining, processing, or refining capacity that can ease supply constraints.
Source →The trace
How it reaches your house.
Starting from Molybdenum (Catalyst Metal), 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 elements (NdPr) →supply upNdPr is a critical input to rare earth magnets, so new NdPr capacity should make magnet supply more available.
93% confidenceCobalt and Molybdenum Metals (catalyst precursors) →Prices easeNew strategic mining and processing capacity adds non-DRC supply, which can weaken the dominant DRC-linked pricing position in this market.
68% confidenceMolybdenum (Catalyst Metal) →supply upMolybdenum is a moderate input to home heating oil (dependency_strength=0.6), so new strategic capacity that eases molybdenum constraints should modestly improve home heating oil availability.
Hop 2
Neodymium-Praseodymium (NdPr) Oxide/Metal →supply upNdPr is a critical input to rare earth magnets (dependency_strength 0.98), so added NdPr capacity should materially improve magnet input availability.
97% confidenceDemocratic Republic of Congo →supply upDRC supplies 74% of refined cobalt metal, so added processing/refining capacity should expand refined cobalt supply.
95% confidenceRare earth magnets →supply upHop 3
Cobalt Ore (DRC) →supply upThis edge has dependency_strength 0.9 and the event adds capacity at the current cobalt-ore node, so availability of cobalt and battery minerals should rise materially.
95% confidenceDysprosium (Dy) Metal →supply upDysprosium metal is a critical input to rare earth magnets, so easing Dy supply should raise magnet availability.
93% confidenceCobalt sulfate (battery grade) →supply upCobalt sulfate is a critical battery input with very high dependency strength, so prospective new supply should directly ease battery production constraints.
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · Home heating oil · Home appliances · Cobalt and battery minerals · Lithium-ion batteries · Semiconductors and chips · Gasoline and diesel · Computers and laptops · GPUs and AI accelerators
In the MyPRIA app, this is checked against your own holdings.