India's annual wind power installation hits 6.05 GW
Higher wind power installation indicates additional renewable generating capacity coming online, increasing electricity supply.
Source →The trace
How it reaches your house.
Starting from NdFeB Permanent Magnets for Wind Turbine Generators, 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
Residential Electricity →supply upElectricity Generation
Record wind additions directly raise generation output, making the electricity-generation stage more available for residential supply.
94% confidenceNdFeB Permanent Magnets for Wind Turbine Generators →Stands to benefitChina supplies 85% of this input, so the wind installation surge most strongly benefits Chinese NdFeB magnet production.
80% confidenceResidential Electricity →supply upStep-Up Transmission (High Voltage)
More renewable output increases the amount of power that must be evacuated and moved through high-voltage transmission infrastructure.
79% confidenceHop 2
MP Materials Corp. →Prices riseNdFeB Permanent Magnets for Wind Turbine Generators
India's wind-install buildout raises demand for NdFeB magnets used in turbine generators, and this supplied product is relatively hard to substitute and slow to replace.
74% confidenceJL MAG Rare-Earth →Prices riseNdFeB Permanent Magnets for Wind Turbine Generators
More wind power installations should lift demand for JL MAG's turbine-magnet product, and the low substitutability plus 13% market share suggest meaningful upward price pressure.
73% confidenceYantai Zhenghai Magnetic Material →Prices riseHop 3
NdFeB Rare Earth Permanent Magnets →Stands to benefitChina supplies 92% of these magnets, so a higher wind-buildout-driven demand for NdFeB magnets should most strongly benefit Chinese supply.
86% confidenceTerbium (Tb) Metal →Stands to benefitChina supplies 95% of this Tb stream, so the demand pull from wind-related magnet buildout most strongly benefits Chinese producers.
82% confidenceNdFeB Rare Earth Permanent Magnets →Stands to benefitZhongke Sanhuan000970.SZ
Hop 4
Rare earth magnets →Prices riseNeodymium-Praseodymium (NdPr) Oxide/Metal
Wind-turbine magnet demand is highly dependent on NdPr oxide/metal, so stronger buildout of wind capacity should push this critical feedstock's price up.
83% confidenceRare earth magnets →Prices riseNdPr rare-earth feedstock is a core precursor for magnet-grade alloys, so increased wind-driven magnet production should lift its price.
82% confidenceRare earth magnets →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets
In the MyPRIA app, this is checked against your own holdings.