Tuesday's essential briefing for institutional capital in rare earth elements breakthrough technology and market developments. **Market Pricing Data:** - Neodymium: 785,157 CNY/T ($107.70/kg), up 19.87% over past month and 43.41% year-on-year - Praseodymium: $141.90/kg - Dysprosium: $453.90/kg (121% YTD gain from $353/kg in January to $780/kg) - Terbium: $1,983.40/kg with 5.52% increase - NdPr oxide: 632,000 yuan/tonne ($88/kg) - strongest since March 2023 **Major Contract Activity:** - US Strategic Metals $500M investment deal with Pakistan's Frontier Works Organization for poly-metallic refinery, immediate mineral exports including rare earths - DoE $1B funding for critical minerals announced August 2025 - Flash Metals USA awarded gallium recovery SBIR contract September 2 **Technological Breakthrough:** - Livium and University of Melbourne microwave-assisted extraction technology achieving 95%+ neodymium recovery, 80% praseodymium recovery, consuming 85% less energy than conventional methods - Valor critical minerals processing firm launched September 9, 2025 by former Glencore head, focusing on faster, cheaper, zero-waste processing methods **Manufacturing Facilities:** - Neo Performance Materials Estonia plant beginning operations September 2025 as Europe's first domestic NdFeB magnet factory - JS Link America $223M Georgia facility targeting late 2027 operations with 3,000 tons capacity **Separation Plant Construction:** - Ucore Rare Metals $80M Louisiana facility production starting May 2026 - Meteoric Resources Brazil pilot plant targeting October 2025 operations **Market Dynamics:** - Global rare earth market $5.3B growing to $7.3B by 2026 - Brazilian Rare Earths 42% share price surge after securing final permit approval for Bahia pilot plant, operations mid-2026 Pure market data and breakthrough technology analysis for institutional allocators in rare earth elements and critical minerals. Your competitive edge in the world's most critical elements.

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