Neodymium Oxide

Nd · category: magnet · USD / kg

All materials
Critical supply riskCN 87%

Neodymium Oxide

Beijing export-licensing tightening triggered Q2 spike. Lynas (AU) and MP Materials (US) the only at-scale ex-China options.

78.4
USD / kg
12.6% · 30d

Profile

Category
magnet
Primary uses
EV motors, Wind turbines, Defense systems
Top producers
China, Australia, USA, Myanmar
China dependency
87%
Supply risk
Critical

Compliance signals

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

Qualified suppliers

4 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
  • EE · Refinery
    Neo Performance Materials — Silmet
    3k t/y · ESG 86 · Operating
    IRMAISO-14001
  • AU · Refinery
    Iluka Resources — Eneabba
    18k t/y · ESG 80 · Ramping
    IRMAISO-14001

Recent intelligence

1 items
  • 2026-05-20Fastmarkets MB-REO
    Neodymium oxide spot up 12.6% MoM — second consecutive monthly increase

    Fastmarkets and Argus assessments converge on $78–80/kg range as Chinese export-license tightening tightens free-market flow. Lynas and Iluka contracts repricing at quarterly indexed mechanism.