World's largest EV battery repurposing megafactory opens in British Columbia
A new battery repurposing plant opens, adding supply of recovered battery materials and second-life battery capacity.
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 with dependency_strength 0.9, so an easing or added supply at the NdPr node would strongly improve magnet input availability.
74% confidenceRare-earth elements (NdPr) →Prices easeChina is listed as supplying 70% of rare-earth elements, so incremental NdPr availability would most strongly pressure incumbent supplier pricing there.
60% confidenceRare-earth elements (NdPr) →Prices easeThe United States is listed as a 12% rare-earth supply source, so easing NdPr availability would create modest price pressure on incumbent U.S. supply.
Hop 2
MP Materials Corp. →Prices easeNeodymium-Praseodymium (NdPr) Oxide/Metal
MP Materials is a meaningful supplier of NdPr oxide/metal with a 15% market share on this edge, so an easing/price-down shock that has reached MP through NdPr would transmit most directly as lower pricing for this NdPr material rather than a shortage.
50% confidenceAustralia →Prices easeAustralia is shown as a major supplier of lithium carbonate with a 46% country share, and added recovered battery-material supply can displace some demand for primary battery lithium, putting downward price pressure on this input.
46% confidenceAustralia →Prices easeHop 3
Lithium Carbonate →supply upLithium carbonate is marked as a critical input with 0.95 dependency strength, so added recovered battery-material and second-life capacity propagates as greater availability for the broader battery-minerals good.
72% confidenceNeodymium-Praseodymium (NdPr) Oxide/Metal →supply upGiven the path-so-far easing at NdPr oxide/metal, rare earth magnets should become more available because NdPr oxide/metal is marked as a critical input with 0.98 dependency strength.
68% confidenceLithium Carbonate →Prices ease
Where it lands
What you buy, and what you own.
Goods you buy
Rare earth magnets · Cobalt and battery minerals
In the MyPRIA app, this is checked against your own holdings.