Dysprosium Oxide

Dy · category: magnet · USD / kg

All materials
Critical supply riskCN 99%

Dysprosium Oxide

Heavy rare earth with near-total Chinese concentration. Allied-nation stockpiles announced by US, JP, KR, AU.

410
USD / kg
24.8% · 30d

Profile

Category
magnet
Primary uses
Heat-resistant magnets, Nuclear control rods, Lasers
Top producers
China, Myanmar
China dependency
99%
Supply risk
Critical

Compliance signals

  • IRA §30D · qualified suppliers identified
  • EU CRMA strategic project · 3 active
  • MOFCOM export license required

Qualified suppliers

3 in atlas
  • AU · Integrated
    Lynas Rare Earths — Mt Weld / Kalgoorlie
    12k t/y · ESG 84 · Operating
    IRMAISO-14001
  • US · Integrated
    MP Materials — Mountain Pass
    10k t/y · ESG 81 · Operating
    IRMAISO-14001
  • AU · Refinery
    Iluka Resources — Eneabba
    18k t/y · ESG 80 · Ramping
    IRMAISO-14001

Recent intelligence

3 items
  • 2026-05-22MOFCOM 2026/9
    MOFCOM expands rare-earth export license regime to magnet assemblies

    Ministry of Commerce Order 2026/9 brings NdFeB and SmCo finished magnets and motor sub-assemblies into the strategic export licensing system. License cycle 30–45 days. Western magnet buyers urged to verify Q3-2026 deliveries.

  • 2026-05-15ASX:ILU
    Iluka Eneabba commissions Australia's first commercial heavy rare earth circuit

    AUD$1.65bn AUS-government-backed refinery commissioned ahead of schedule. Nameplate 5,500tpa NdPr equivalent + first commercial Dy/Tb separation outside China. Offtake LoIs with US DoD, KR Hyundai, JP Toyota.

  • 2026-05-05Fastmarkets MB-REO-DY
    Dysprosium oxide breaches $400/kg — five-year high

    Fastmarkets weekly assessment closed at $410/kg, up 24.8% MoM. Buyers reporting allocation cuts of 15–30% from Chinese suppliers. JP, KR, US activating emergency stockpile draw-downs.