Thursday's comprehensive real-time intelligence briefing for institutional capital in rare earth elements, gathered through advanced multi-platform research. **Market Pricing Intelligence:** - Neodymium: 785,157 CNY/ton ($110,000/ton), up 19.87% monthly, 48.84% year-on-year - Rare Earths MMI gained bullish momentum, rising 2.15% from previous month - Dysprosium: $780/kg (121% YTD gain from $353/kg January) - NdPr oxide: ¥600,000-¥608,000/ton range ($84/kg) after profit-taking pullback - Terbium: $1,983.40/kg (+42.03% YTD) with supply concerns driving upward pressure **Pentagon Strategic Deployment:** - DoD $400M investment acquiring 15% stake in MP Materials, becoming largest shareholder - $150M DoD loan for expanding heavy rare earth processing at Mountain Pass - ReElement Technologies $2M DoD contract for domestic separation and purification capabilities - Ucore Rare Metals $18.4M DoD grant for Louisiana refining facility using RapidSX technology - First time U.S. government becomes major shareholder in critical minerals company **Mine-to-Magnet Breakthrough:** - Energy Fuels NdPr oxide successfully manufactured into commercial-scale permanent magnets by South Korean manufacturer - Magnets passed quality benchmarks for EV drive unit motors, marking China-independent supply chain milestone - Apple $500M commitment to purchase rare earths from MP Materials and build Texas magnet plant **Global Supply Chain Dynamics:** - China maintains 92% global refining capacity, 60% production, 50% reserves - China's April 2025 export controls on seven rare earth elements disrupting supply chains - Malaysia-China discussions for rare earth processing limited to Malaysian state-owned enterprises - India facing rare earth crunch with production delays forcing procurement from China and Vietnam **Technological Advancements:** - Livium-University of Melbourne microwave reactor prototype for rare earth extraction with reduced energy consumption - Malawi's Kangankunde project targeting 2026 production for neodymium and praseodymium - Syerston Project feasibility study due end September 2025 for world's largest scandium resource Real-time intelligence and Pentagon strategic 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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