Friday's comprehensive weekly wrap-up and strategic positioning briefing for institutional capital in rare earth elements. **Weekly Market Wrap-Up:** - Dysprosium oxide: $201.5/kg, terbium oxide: $889.68/kg - heavy rare earths surge continues - Neodymium oxide: $78,862.23/metric ton, praseodymium oxide: $79,172.22/metric ton - NdPr oxide stabilized in ¥600,000-¥608,000/ton range ($84/kg) after profit-taking - DoD price floor of $110/kg for NdPr oxide nearly double China-based market rate **Pentagon Strategic Developments:** - Lynas $120M Texas heavy rare earth separation facility operational by 2025 - MP Materials "mega-deal" with DoD: $400M equity investment, 15% government stake, 10-year offtake guarantee - Ucore $18.4M Phase 2 award for Louisiana commercial rare earth refining complex - First commercial-scale RapidSX machine construction with terbium/dysprosium separation capability **Weekly Project Updates:** - ReElement Technologies secured $20M equipment leasing facility September 10 for scaling production - Aclara Resources received $5M DFC commitment for Brazil heavy rare earths project - Ark Mines $4.5M Queensland grant for Sandy Mitchell Rare Earth Project - Shenghe Resources finalized £200M Peak Rare Earths takeover September 5 **Global Supply Chain Dynamics:** - China tightened REE oversight with new Ministry measures, centralizing extraction and exports - India-China magnet supply challenges persist despite eased export restrictions - NLC India-KABIL agreement September 10 for global critical mineral asset development - Kazakhstan establishing internationally accredited rare earth metals laboratory **Market Sentiment Analysis:** - "Wait-and-see" sentiment among industry players due to news factors impact - Separation plants maintaining firm quotations while traders actively selling at lower prices - Heavy rare earths seeing regional price splits: stable domestic China vs. significant ex-China surges Comprehensive weekly synthesis and strategic positioning 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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