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REA019 - Weekly Synthesis: Floors, Flows, and the HREE Premium
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Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance. A focused Friday synthesis. NdPr stays firm on China baselines; the DoD-MP framework cements Western price floors and offtake certainty; and heavy rare earths hold a stubborn ex-China premium. Europe's constraints persist under export controls. What's inside: - Market read: NdPr steady into quarter-end, no drama - Western floors: DoD-MP $110/kg architecture + 10-year offtake = bankability - HREE premium: Dy Rotterdam ~$825–$850/kg, structural gap vs China - EU bottlenecks: Export controls → license delays, line stoppages - Strategy: Capacity + offtake > chasing quotes; treat price as one input Your competitive edge in the world's most critical elements.
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