Wednesday's essential briefing for institutional capital in rare earth elements Pentagon contracts and manufacturing developments. **Market Pricing Data:** - Neodymium: 785,078.50 CNY/T ($107.46/kg) September 9 - Praseodymium: $141.90/kg September 8 - Dysprosium: $453.90/kg retail, $780/kg industrial (121% YTD surge from $353/kg) - Terbium: $1,983.40/kg with Shanghai Metals Market at $1,125.14/kg **Pentagon Contract Activity:** - ReElement Technologies awarded $2M DoD contract September 9 for critical mineral separation and purification capabilities - DoD Industrial Base Analysis and Sustainment Program targeting 2027 "mine-to-magnet" goal - $439M Pentagon investment since 2020 in domestic rare earth capabilities **Project Milestones:** - Energy Fuels NdPr oxide successfully manufactured into commercial-scale permanent magnets, qualified for EV drive unit motors - RareX Mt Mansbridge project identifies new mineralized veins grading up to 1.7% TREO with significant HREO and DyTb concentrations - Locksley Resources $750,000 strategic investment in EV Resources contingent on antimony ore sales agreement **Manufacturing Scale-Up:** - MP Materials scaling Fort Worth magnet capacity from 1,000 metric tons (2025) to 10,000 metric tons over next decade - JS Link pilot production run anticipated September 2025 at Yesan, Korea facility - Cyclic Materials Mesa, Arizona facility reaching 50% designed capacity Q3 2025 **Strategic Investments:** - Critical Metals 10-year supply agreement with Ucore for 10,000 metric tons annually from Greenland Tanbreez project - Aclara Resources $5M DFC funding for Brazil Carina project, feasibility study concluding Q1 2026 - US Energy Department $1B funding initiatives announced August 2025 **Market Dynamics:** - Global critical minerals market projected $586.63B by 2032, 7.53% CAGR from 2025 - Clean energy applications account for 40%+ total rare earth demand - China's August exports down 3.4% month-on-month to 5,792 metric tons, but cumulative 2025 exports up 14.5% Pure market data and Pentagon contract 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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