Rare-earth NdPr firms as magnet demand outpaces cautious supply additions
Neodymium-praseodymium oxide gained on resilient EV and wind-magnet demand, with buyers wary of concentrated supply risk.
Benchmark: NdPr oxide, FOB China. The same tonne prices differently by origin — freight, quality, sanctions and policy set the differential. Deep dive →
| Origin | Basis | Market note |
|---|---|---|
🇨🇳 FOB China (NdPr oxide) China · ~85-90% of processing | FOBBenchmark | China sets the magnet-rare-earth price |
🇺🇸 US (MP Materials) USA · DoD-backed | Domestic | Domestic NdPr premium under price-floor support |
🇲🇾 ex-China (Lynas) Malaysia · supply-security | FOB | Lynas Malaysia — the non-China benchmark |
🇲🇲 Myanmar feedstock Myanmar · heavy-RE feed | Feed to China | Ionic-clay feed into Chinese separation |
Origin notes are qualitative context. Dollar differentials are not shown, because no public differential series is attached.
Track physical flows on the live vessel map →Converted from 69.00 USD/kg · indicative FX
Neodymium (NdPr) is traded in the battery metals segment. The series on this page is the named public source, not a live feed. Physical parcels of Neodymium (NdPr) can be sourced or placed through the Off Market desk, listed openly on the Marketplace, or intermediated by a specialist broker.
Neodymium-praseodymium oxide gained on resilient EV and wind-magnet demand, with buyers wary of concentrated supply risk.
Proposed licensing measures in a key producing region could lengthen lead times for several battery and rare-earth inputs, traders warn.