Topic
Neodymium magnet production for EVs, wind turbines and defense systems, and the feedstocks it requires.
Orano and the CEA say a Grenoble pilot line reliably makes N45UH magnets, in an EU that gets 98% of its rare-earth magnets from China. Motor and actuator buyers can start tracking the process for qualification, but the industrial line has not been built.
Reality
Chinese customs figures for August show every rare-earth and critical-mineral line tracked into Japan below year-earlier volume for a second month, with the declines running from 11.2 per cent to 94.7 per cent.
Reality
The Commerce Department is backing the South Carolina plant with up to $1.6 billion against a $1.2 billion build. Commissioning begins in 2028, so programs shipping before then keep the magnet supply they already have.
Reality
The tonnage on offer is an input figure: the Arizona plant is running commercially and expects its first customer shipments later this month, with more than 7,000 metric tons of feedstock already delivered.
Reality
Hertha Metals says it hit 99.95 percent purity with US-only inputs. That material is about 70 percent of a neodymium magnet by weight, and Chinese-origin constituents are barred from January 1, 2027.
Reality