The Markets Desk — Week 37 · Thu 10 Sept 2026
Materials / 13 companies

Magnet watch

Every servo motor in every robot, and every generator in every turbine, is a rare-earth magnet.

neodymium · praseodymium · dysprosium · terbium

The price

Nothing collected yet. The price source is verified and named on the shelf below (imf-commodities), and the line appears the first time the collector writes a point. An empty chart is the correct answer until then.

What happened

Nothing logged in the last 120 days. Export-control announcements and project decisions arrive from the sweep and the register’s own feeds; silence here means none have landed, not that none happened.

This week

No week to compare yet — movers need two stored Fridays, and the record does not hold two for these names.

Exposed companies

Constituents and their week
CompanyTickerBeatCloseWeek
Aclara ResourcesARA.TOcritical-materials
Arafura Rare EarthsARU.AXcritical-materials
China Northern Rare Earth600111.SScritical-materials
Critical Metals CorpCRMLcritical-materials
Hastings Technology MetalsHAS.AXcritical-materials
Iluka ResourcesILU.AXcritical-materials
JL MAG Rare-Earth300748.SZcritical-materials
Lynas Rare EarthsLYC.AXcritical-materials
MP MaterialsMPcritical-materials
Neo Performance MaterialsNEO.TOcritical-materials
Shenghe Resources600392.SScritical-materials
Ucore Rare MetalsUCU.Vcritical-materials
USA Rare EarthUSARcritical-materials

13 on the layer · no Friday closes stored yet

A hand list, not a query: a company carries a beat and no material, so which names are actually exposed to neodymium is a judgement. Every published miner and refiner is on companies.

What is being collected

series

A dated number. Collected on a cadence; the chart is the record.

series sources on this layer
SourceWhat it is forAs ofState
imf-commoditiesproxy line on magnet watchnot yet collected
usgs-mcsannual supply context on every material pagenot yet collected
imf-portwatch-chokepointschokepoint-stress line (Suez, Panama, Hormuz) behind materials and equipment lead timesnot yet collected

event-log

Dated decisions where the event itself is the record.

event-log sources on this layer
SourceWhat it is forAs ofState
mofcom-export-controlsthe chokepoint calendar — announcement dates ARE the productnot yet collected
eu-crma-projectsthe anode pipeline — announced vs producingnot yet collected
asx-announcementsquarterly activity reports and announcements per Australian miner — the announced-vs-producing pipeline one stage deepernot yet collected
blm-nepa-registermine permitting clocklead

Dated ahead

Nothing dated in the next 60 days. The calendar is only as good as what has been synced — an empty window is not a promise that nothing will print.