Commission selects 46 new Strategic Projects to bolster the EU's supply of critical raw materials
The EU is adding new strategic projects intended to increase future supply of critical raw materials.
Source →The trace
How it reaches your house.
Starting from Neo Performance Materials, 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 projects that increase NdPr supply should make magnet output more available.
84% confidenceNeo Performance Materials Inc. →supply upNeodymium-Praseodymium (NdPr) Oxide/Metal
The EU projects are meant to add future critical-raw-material capacity, which should increase NdPr availability; Neo is a disclosed supplier of NdPr oxide/metal, though its market share is only 3%.
69% confidenceRare-earth elements (NdPr) →Prices easeChina supplies about 70% of NdPr on the graph, and the Commission’s stated goal is to diversify away from China and reduce dependence on any single supplier, which pressures the dominant incumbent.
Hop 2
Neodymium-Praseodymium (NdPr) Oxide/Metal →supply upNdPr is a critical input to rare earth magnets, so new EU NdPr supply should make magnets more available.
94% confidenceRare earth magnets →supply upNeodymium-Praseodymium (NdPr) Oxide/Metal
EU strategic raw-material projects should improve availability of the core NdPr feedstock used to make rare earth magnets.
86% confidenceManganese Sulfate (Battery Grade) →Prices easeMexico is the largest listed source of battery-grade manganese sulfate, so added EU supply would likely दबduce pricing pressure on its incumbent supply share.
Hop 3
Terbium (Tb) Metal →supply upTerbium metal is a strong critical input to rare earth magnets, so added Tb supply should increase magnet availability.
95% confidenceDysprosium (Dy) Metal →supply upDysprosium metal is a critical input to rare earth magnets, so new EU supply of Dy should raise magnet availability; the dependency is very strong (0.9) and the input is marked critical.
85% confidenceLynas Rare Earths Ltd. →Prices easeHop 4
Rare Earth Oxides (Nd, Pr, Dy, Tb) →Prices easeChina Northern Rare Earth Group600111.SS
Added EU strategic-project supply should loosen the market for rare earth oxides and put price pressure on the dominant 40% supplier.
61% confidenceRare Earth Oxides (Nd, Pr, Dy, Tb) →supply upBecause home appliances are marked as a critical downstream input user, more rare earth oxide availability should ease input constraints and improve their supply.
44% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · Semiconductors and chips · Home appliances
In the MyPRIA app, this is checked against your own holdings.