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Supply-chain input · Material

NdPr oxide

Separated neodymium-praseodymium oxide, the main feedstock for NdFeB magnet alloy.

Constraint

Why supply is constrained

Critical

Separated NdPr outside China comes mainly from Lynas (Malaysia), MP Materials (Mountain Pass) and smaller producers such as Energy Fuels and Neo's Silmet plant. China held 91% of refined magnet rare-earth output in 2024. In 2025 the DoD set a 10-year $110/kg NdPr price floor for MP Materials to make non-Chinese supply viable.

Producers3

Capacity and global share as reported; shares from different years and sources may not add up. Bars compare producers on this page only.

Dependencies

Upstream: what this input is made from or processed with. Downstream: what is made from it.

Who needs it1

Supply deals4

Supplier to customer relationships
SupplierCustomerForNotesConf.
Energy FuelsVulcan Elements—MOU; initial validation quantities of light and heavy separated oxides.Confirmed
Lynas Rare EarthsU.S. Department of Defense—Letter of intent; about $96M over four years for light and heavy rare-earth oxides.Reported
MP MaterialsDefense Logistics Agency——Confirmed
MP MaterialsU.S. Department of Defense—10-year NdPr price floor of $110/kg.Confirmed

Facilities3

2 more without coordinates, listed below

Sources9

Profile1

  1. 1

    International Energy Agency · May 21, 2025 · Supports Input, Input · input dependency:rare-earth-separation

    “as it single-handedly represented 91% of the refined output.”

Supply chain8

  1. 2

    The Motley Fool Australia · Aug 26, 2026 · Supports Organization input

    “ready-for-sale rare earth oxide (REO) output up 25% to 13,089 tonnes and neodymium-praseodymium (NdPr) production up 11% to 7,260 tonnes”
  2. 3

    Energy Fuels · Jul 29, 2026 · Supports Organization input

    “The Mill has the current commercial capacity to produce up to 1,000 tonnes per annum (tpa) of separated NdPr oxide.”
  3. 4

    Mining Weekly · Mar 16, 2026 · Supports Supply relationship

    “about $96-million allocated by the US government for the purchase of light and heavy rare earth oxide products from Lynas over a four-year period.”
  4. 5

    MP Materials Corp. (SEC) · Feb 26, 2026 · Supports Organization input

    “approximately 20,000 MTs of separated REO per year, which includes approximately 6,075 MTs of NdPr oxide per year”
  5. 6

    Energy Fuels · Aug 26, 2025 · Supports Supply relationship

    “Energy Fuels has agreed to supply initial quantities of high-purity "light" and "heavy" separated rare earth oxides to Vulcan in Q4 of 2025.”
  6. 7

    MP Materials Corp. (SEC) · Jul 10, 2025 · Supports Input, Supply relationship

    “DoD has entered into a 10-year agreement establishing a price floor commitment of $110 per kilogram for MP Materials' NdPr products stockpiled or sold”
  7. 8

    Lynas Rare Earths · Supports Organization input

    “our 100-hectare advanced materials plant in Gebeng, Malaysia”
  8. 9
    Government recordAward SP800024C0007

    USAspending.gov · Supports Supply relationship

    “Award Amount: 10,986,002.70; Awarding Sub Agency: Defense Logistics Agency; Description: NEODYMIUM OXIDE (ND2O3) AND PRASEODYMIUM OXIDE (PR6O11)”

Each fact on this page is attached to the sources that support it. Archived copies are linked when we keep one.