Opening remarks on the second group of strategic projects under the Critical Raw Materials Act
New strategic raw-materials projects may expand future supply of critical minerals and reduce dependency on imports.
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 a critical input to rare earth magnets, so expanded strategic-project supply should ease input constraints and make magnet supply more available.
92% confidenceRare-earth elements (NdPr) →Prices easeChina supplies about 70% of NdPr, and the Commission says the new projects diversify sourcing away from dominant suppliers, often China, so Chinese supply faces displacement and weaker pricing power.
84% confidenceNeo Performance Materials →supply upHop 2
Neodymium-Praseodymium (NdPr) Oxide/Metal →supply upNdPr oxide/metal is a critical input to rare earth magnets, so strategic projects that expand NdPr supply should make magnet output more available.
87% confidenceRare earth magnets →supply upNeodymium-Praseodymium (NdPr) Oxide/Metal
Strategic raw-material projects under the CRMA are directly positioned to raise availability of NdPr feedstock, the core input for rare-earth magnets.
80% confidenceChina →supply upChina currently accounts for 98% of gallium supply, so CRMA projects that add non-China critical-mineral output are likely to ease the supply squeeze on gallium and reduce import dependence.
Hop 3
Gallium →supply upGallium is a direct input to semiconductors and chips, so more gallium availability should ease upstream input constraints and raise chip supply.
72% confidenceTerbium (Tb) Metal →supply upTb metal is a critical input to rare earth magnets, so a prospective expansion in Tb supply should ease that input constraint and make magnet output more available.
66% confidenceGallium →Prices easeChina accounts for 98% of the gallium supply on this edge, so new non-Chinese supply would directly pressure China's incumbent position and reduce its pricing power/share.
Hop 4
Semiconductors and chips →supply upA CRMA-driven expansion in critical-mineral projects would most plausibly improve gallium availability, and this edge shows semiconductors have a direct 0.5-dependency on gallium.
78% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · Semiconductors and chips
In the MyPRIA app, this is checked against your own holdings.