The critical minerals boom is reshaping trade: 73 agreements in 4 years and 350% more demand
New agreements and surging demand point to a major shift in critical-minerals trade flows and future supply availability.
Source →The trace
How it reaches your house.
Starting from Rare-earth elements (NdPr), 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 marked as a critical, high-dependency input to rare earth magnets with dependency_strength 0.9, so prospective non-China NdPr supply expansion would tend to improve future magnet availability.
66% confidenceRare-earth elements (NdPr) →Prices easeChina is shown as supplying 70% of NdPr, so new supply chains explicitly aimed at countering China would pressure the incumbent supplier's pricing power and share.
64% confidenceRare-earth elements (NdPr) →Stands to benefitHop 2
MP Materials Corp. →supply upNeodymium-Praseodymium (NdPr) Oxide/Metal
MP Materials is identified by the graph as a non-sole supplier with 15% market share, so a non-China critical-mineral buildout reaching MP would modestly increase future NdPr oxide/metal availability, tempered by the event being prospective.
58% confidenceChina →supply upChina accounts for 95% of terbium metal supply in the graph, so ex-China critical-mineral investment could expand future availability of this China-dominated rare-earth input.
58% confidenceAustralia →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets
Companies you may own
MPLynas Rare Earths Ltd.
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.