Component

Neodymium

Separated neodymium metal cracked from bastnäsite. The rock is mined in the US; separating the metal is the gap.

Criticality Critical
Unit cost $80K
Quality 50 / 100
US saturation 16.9
Made in US 2,000 tonnes
Current demand 12,000 tonnes
US exports 160 tonnes
Opportunity score 64.4

Domestic vs international supply

US 17% Import 83%
Export 1.3%

Planned US investment, next 5 years

$900M

Expected extra output: 2,800 tonnes per year

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