Dysprosium (Dy) Metal →Shortage risk
Rare earth magnets
Dysprosium metal is a critical, high-dependency input to rare earth magnets, so allocation-priority constraints on Dy metal would tighten feedstock availability for magnet makers.
95% confidence
Terbium (Tb) Metal →Shortage risk
Rare earth magnets
Rare earth magnets depend heavily on terbium metal as a critical input (dependency_strength 0.85), so a DPAS-driven allocation squeeze should tighten their availability.
93% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Shortage risk
Rare earth magnets
NdFeB alloy strip cast / jet mill powder is a critical input to rare earth magnet production, so priority allocation of scarce supply directly tightens magnet availability.
93% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Shortage risk
JL MAG Rare-Earth300760.SZ
JL MAG's large 22% share and low substitutability mean allocation tightening should materially constrain its NdFeB input supply.
86% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Shortage risk
Shin-Etsu ChemicalSHECY
Shin-Etsu's 10% share and 42-month replacement lead time make it vulnerable to input allocation constraints.
82% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Shortage risk
Zhong Ke San Huan (CNEEC)
Zhong Ke San Huan has a material 12% share and low substitutability, so scarce input availability should propagate to a shortage.
81% confidence
MP Materials Corp. →Shortage risk
Neodymium-Praseodymium (NdPr) Oxide/Metal
DPAS-style allocation can tighten access to NdPr oxide/metal for MP Materials, and the low substitutability plus 24-month replacement lead time make the shortage material.
79% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Shortage risk
Advanced Technology & Materials (AT&M)
AT&M's 8% share and similar replacement frictions indicate a direct shortage exposure from tighter input supply.
78% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Shortage risk
DMEGC Magnetics (Hengdian Group)
DMEGC Magnetics has an 8% share and low substitutability, so the input shock should directly constrain output.
77% confidence
MP Materials Corp. →Shortage risk
Dysprosium (Dy) Metal
Dy metal is a highly constrained critical mineral with 0.08 substitutability and an 84-month replacement horizon, so allocation pressure should translate into a pronounced shortage.
74% confidence
MP Materials Corp. →Shortage risk
Rare Earth Oxides (Nd, Pr, Dy, Tb)
The broader rare-earth-oxide feedstock set is directly in scope of the directive, and the 48-month replacement horizon implies a durable supply squeeze.
73% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Shortage risk
Vacuumschmelze (VAC)
VAC has a smaller share, but its low substitutability and 48-month replacement lead time still leave it exposed to shortage.
73% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Shortage risk
MP Materials Corp.MP
MP Materials' 2% share is smaller, but low substitutability and a 48-month replacement lead time still make it vulnerable to input scarcity.
71% confidence