The sectors your operations depend on run on materials with a single point of failure.

Three industries. Three materials. One sourcing constraint.

01
Nd

Electric Vehicles

NdFeB permanent magnets are irreplaceable in EV traction motors. 90% of refining is controlled by one country. A single export restriction cascades through motor production within weeks.

2kg
NdFeB per vehicle
02
Dy

Wind Energy

Dysprosium-grade magnets maintain performance at operating temperatures in direct-drive offshore turbines. No substitutes exist at scale. Long-term offtake requires early positioning.

600kg
REE per turbine
03
Hf

Defense & Aerospace

Guidance systems, radar arrays, and turbine superalloys require materials where provenance documentation and compliance trail are non-negotiable — not optional.

100%
Provenance documented
Global REE Market
$8.2B
2024 Valuation
Projected CAGR
12.3%
Through 2030
Chinese Refining Share
85%
of global output

Materials we source

Element 1
Nd
Neodymium
Permanent Magnets
Element 2
Dy
Dysprosium
High-Temp Applications
Element 3
Pr
Praseodymium
Alloy Production
Element 4
Tb
Terbium
Advanced Electronics