China's new-energy vehicle production and sales grew in double digits in the first three quarters; exports rose 1.3-fold
China's EV production and exports surged, increasing global supply of new-energy vehicles.
Source →The trace
How it reaches your house.
Starting from NdFeB Rare Earth Permanent Magnets, 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
NdFeB Rare Earth Permanent Magnets →Stands to benefitChina accounts for 92% of NdFeB supply, so a surge in NEV output and exports should boost domestic magnet demand and advantage the dominant Chinese supply base.
88% confidenceRare-earth elements (NdPr) →Stands to benefitChina supplies about 70% of NdPr, so firmer EV-driven NdPr demand supports Chinese supply volumes and pricing.
86% confidenceRare-earth elements (NdPr) →Prices riseNdPr is a critical input to rare earth magnets, so stronger NdPr demand flows through as higher magnet input costs.
Hop 2
Rare earth magnets →Prices riseNeodymium-Praseodymium (NdPr) Oxide/Metal
Surging EV output raises demand for rare-earth magnets, which directly increases demand for this critical NdPr feedstock.
95% confidenceRare earth magnets →Prices riseNdFeB Alloy Strip Cast / Jet Mill Powder
This is a direct upstream material for magnet output, so stronger EV-driven magnet demand should tighten it and raise prices.
89% confidenceRare earth magnets →Prices riseHop 3
Dysprosium (Dy) Metal →Prices riseDysprosium metal is a critical 0.9-strength input to rare earth magnets, so the EV-driven demand surge should raise magnet makers' input costs.
88% confidenceNeodymium-Praseodymium (NdPr) Oxide/Metal →Stands to benefitChina Northern Rare Earth Group600111.SS
As the dominant NdPr supplier on the graph (55% market share and a 60-month replacement lead time), higher EV-driven NdPr demand should improve its sales and pricing power.
84% confidenceContemporary Amperex Technology Co. Limited →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · HVAC systems and equipment · Home appliances
In the MyPRIA app, this is checked against your own holdings.