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REA021 - Tuesday Reality Check: Price Surge, Capacity Gaps, and Execution Alpha
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Welcome to Rare Earth Advantage, an AI-powered podcast by Daily Dominance. Tuesday's reality check confronts the execution challenges behind Monday's strategic vision. NdPr prices surge 40% YTD, but MP stock retreats despite fundamentals. Western processing capacity lags mining development, creating bottlenecks that separate winners from losers. What's inside: - Price Reality: NdPr up 40% YTD; MP stock disconnect signals execution risk - Capacity Crunch: Western processing lags mining; medium-term bottlenecks emerging - Myanmar Factor: 15% of global HREE supply disrupted; ethical sourcing premiums - Execution Alpha: Processing capacity outside China captures arbitrage opportunities - Strategic Evolution: Processing capacity > mining rights in this cycle Your competitive edge in the world's most critical elements.
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