Dysprosium (Dy) Metal →Prices rise
Rare earth magnets
Dysprosium metal is marked as a critical input with 0.9 dependency strength for rare earth magnets, so higher Dy demand or tighter Dy availability would transmit into magnet cost pressure.
58% confidence
Dysprosium (Dy) Metal →Stands to benefit
China
China's 90% country supply share of Dy metal means it would capture most of the upside from higher Dy demand or pricing.
57% confidence
Terbium (Tb) Metal →Prices rise
Rare earth magnets
Terbium is marked as a critical, high-dependency input to rare earth magnets, so demand-driven tightness in Tb would feed back into higher magnet costs.
55% confidence
Terbium (Tb) Metal →Stands to benefit
China
China's 95% country supply share means any terbium price or demand upside would be highly concentrated in Chinese supply channels.
54% confidence
Dysprosium (Dy) Metal →Stands to benefit
Malaysia
Malaysia's 13% Dy metal supply share gives it a secondary but grounded benefit from higher Dy demand or prices.
53% confidence
Dysprosium (Dy) Metal →Stands to benefit
China Southern Rare Earth Group
With a 55% Dy metal supply share, very low substitutability, and a 72-month replacement lead time, China Southern Rare Earth Group would be a major beneficiary of higher Dy demand or prices.
52% confidence
Dysprosium (Dy) Metal →Stands to benefit
China Minmetals Rare Earth Co.
China Minmetals Rare Earth Co. has an 18% Dy metal supply share in a low-substitutability market, making it a likely beneficiary of stronger Dy demand or pricing.
49% confidence
Terbium (Tb) Metal →Stands to benefit
China Southern Rare Earth Group
With a 60% market share, very low substitutability, and an 84-month replacement lead time in terbium supply, China Southern Rare Earth Group is positioned to benefit if Tb demand and prices rise.
49% confidence
Dysprosium (Dy) Metal →Stands to benefit
Lynas Rare Earths Ltd.
Lynas Rare Earths' 5% Dy metal supply share makes it a modest beneficiary if Dy demand tightens in a market with low substitutability and long replacement lead times.
47% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Stands to benefit
Shin-Etsu ChemicalSHECY
Shin-Etsu Chemical benefits from improved NdFeB alloy strip-cast/jet-mill powder availability because the edge links it to this input with 10% market share, low substitutability and a 42-month replacement lead time.
47% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Stands to benefit
JL MAG Rare-Earth300760.SZ
Given the path-implied availability relief at NdFeB alloy strip-cast/jet-mill powder, JL MAG benefits as a linked company with 22% market share, low substitutability and a 36-month replacement lead time, though the mechanism is indirect.
45% confidence
Terbium (Tb) Metal →Stands to benefit
China Minmetals Rare Earth Co.
China Minmetals Rare Earth Co.'s 20% market share in a low-substitutability terbium supply base gives it upside from higher Tb demand or pricing.
45% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Stands to benefit
Zhong Ke San Huan (CNEEC)
Improved availability of NdFeB alloy strip-cast/jet-mill powder would benefit Zhong Ke San Huan as a linked company with 12% market share, low substitutability and a 36-month replacement lead time.
44% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Stands to benefit
MP Materials Corp.MP
MP Materials is a small beneficiary of improved NdFeB alloy strip-cast/jet-mill powder availability because the linked edge shows only 2% market share, even with low substitutability and a 48-month replacement lead time.
43% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Stands to benefit
Vacuumschmelze (VAC)
VAC is a limited-scale beneficiary because the edge links it to NdFeB alloy strip-cast/jet-mill powder with only 3% market share, despite low substitutability and a long 48-month replacement lead time.
43% confidence
Dysprosium (Dy) Metal →Stands to benefit
Shenghe Resources Holding Co., Ltd.
Shenghe Resources' 8% Dy metal supply share gives it some upside from higher Dy demand or prices, though the effect is smaller than for larger suppliers.
43% confidence
Dysprosium (Dy) Metal →Stands to benefit
MP Materials Corp.MP
MP Materials has only a 1% Dy metal supply share, so any benefit from higher Dy demand or prices would be small despite low substitutability and long replacement lead times.
42% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Stands to benefit
Advanced Technology & Materials (AT&M)
AT&M benefits modestly from improved NdFeB alloy strip-cast/jet-mill powder availability given its 8% market share on the linked edge, low substitutability and 36-month replacement lead time.
41% confidence
NdFeB Alloy Strip Cast / Jet Mill Powder →Stands to benefit
DMEGC Magnetics (Hengdian Group)
DMEGC Magnetics would be a smaller beneficiary of improved NdFeB alloy strip-cast/jet-mill powder availability, with the graph edge showing 8% market share, low substitutability and a 36-month replacement lead time.
40% confidence
