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
| Date | Type | What happened | Source |
|---|---|---|---|
| 2026-10-23 | filing | 6-K: European Lithium holders approve schemes on 22 Oct 2026European Lithium shareholders approved the Share Scheme with 99.96% of votes cast; optionholders approved the Option Scheme with 100%. Second court hearing set for 26 Oct 2026; implementation expected 5 Nov 2026. | agent:company-events · SEC EDGAR 6-K |
| 2026-10-22 | filing | 6-K: European Lithium FY2026 financials and pro forma informationFurnishes European Lithium audited financial statements for years ended 30 Jun 2026 and 2025 (Ex 99.1) and unaudited pro forma financial information (Ex 99.2) for the proposed acquisition of European Lithium Ltd. | agent:company-events · SEC EDGAR 6-K |
| 2026-10-22 | filing | 6-K: European Lithium share scheme ratio set at maximum 0.045Share Scheme Transaction Ratio set at the maximum 0.045 new Critical Metals shares per European Lithium share, as the 20-day VWAP (23 Sep to 20 Oct 2026) was at or below the $8.00 floor. European Lithium securityholders vote 22 Oct 2026. | agent:company-events · SEC EDGAR 6-K |
| 2026-10-02 | filing | 6-K: Critical Metals amends European Lithium merger agreement; director died 27 SepAmendment No. 4 (28 Sep 2026) terminates an earnout to issue up to 6,778,838 shares; Investors Agreement of 27 Feb 2024 terminated; director Ryan died 27 Sep 2026; advisor settlement of $5,000,000 cash plus about 1.1m shares on 1 Oct. | agent:company-events · SEC EDGAR 6-K |
| 2026-10-01 | filing | 8-K Item 7.01: USA Rare Earth completes CEO transition to Thras MoraitisFurnished a 1 Oct 2026 press release (Ex. 99.1) announcing completion of its CEO transition to Thras Moraitis, and a CEO letter to employees (Ex. 99.2). | agent:company-events · SEC EDGAR 8-K |
| 2026-09-25 | filing | 20-F: annual report for fiscal year ended 30 Jun 2026; loss after tax $228.2mLoss after income tax of $228.2 million for the year ended 30 Jun 2026 (FY2025: $51.9 million); cash on hand $102.5 million at 30 Jun 2026; the filing states substantial doubt about ability to continue as a going concern. | agent:company-events · SEC EDGAR 20-F |
| 2026-09-17 | funding round | 424B3: USA Rare Earth resale prospectus for 126,476,950 sharesProspectus dated 15 Sep 2026 registers resale of 126,476,950 common shares by selling stockholders from the Serra Verde merger (about 33.7% of 375,076,567 outstanding); company receives no proceeds. | agent:company-events · SEC EDGAR 424B3 |
| 2026-09-16 | filing | 6-K: European Lithium scheme booklet registered with ASICOn 15 Sep 2026 the Supreme Court of Western Australia ordered European Lithium to convene shareholder and optionholder meetings on the Schemes; Scheme Booklet registered with ASIC, dispatch expected about 22 Sep 2026. | agent:company-events · SEC EDGAR 6-K |
| 2026-09-15 | filing | 8-K Item 8.01: USA Rare Earth supplemental risk factorsSupplements the company's risk factors with those in Exhibit 99.1. | agent:company-events · SEC EDGAR 8-K |
This week
Up most
- JL MAG Rare-Earth+14.7%
- China Northern Rare Earth+3.4%
- Ucore Rare Metals-0.5%
- Lynas Rare Earths-3.3%
- Arafura Rare Earths-3.3%
Down most
- USA Rare Earth-11.5%
- Critical Metals Corp-8.8%
- Iluka Resources-6.9%
- Neo Performance Materials-6.5%
- Hastings Technology Metals-6.5%
Exposed companies
| Company | Ticker | Beat | Close | Week |
|---|---|---|---|---|
| JL MAG Rare-Earth | 300748.SZ | critical-materials | 25.67 CNY | +14.7% |
| USA Rare Earth | USAR | critical-materials | 9.33 | -11.5% |
| Critical Metals Corp | CRML | critical-materials | 6.36 | -8.8% |
| Iluka Resources | ILU.AX | critical-materials | 4.96 AUD | -6.9% |
| Neo Performance Materials | NEO.TO | critical-materials | 24.36 CAD | -6.5% |
| Hastings Technology Metals | HAS.AX | critical-materials | 0.22 AUD | -6.5% |
| Shenghe Resources | 600392.SS | critical-materials | 16.37 CNY | -5.9% |
| MP Materials | MP | critical-materials | 38.30 | -4.7% |
| Aclara Resources | ARA.TO | critical-materials | 2.76 CAD | -3.8% |
| China Northern Rare Earth | 600111.SS | critical-materials | 36.53 CNY | +3.4% |
| Arafura Rare Earths | ARU.AX | critical-materials | 0.14 AUD | -3.3% |
| Lynas Rare Earths | LYC.AX | critical-materials | 10.71 AUD | -3.3% |
| Ucore Rare Metals | UCU.V | critical-materials | 1.98 CAD | -0.5% |
13 on the layer · closes to 2026-10-23
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.
| Source | What it is for | As of | State |
|---|---|---|---|
| imf-commodities | proxy line on magnet watch | — | not yet collected |
| usgs-mcs | annual supply context on every material page | — | not yet collected |
| imf-portwatch-chokepoints | chokepoint-stress line (Suez, Panama, Hormuz) behind materials and equipment lead times | — | not yet collected |
event-log
Dated decisions where the event itself is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| mofcom-export-controls | the chokepoint calendar — announcement dates ARE the product | — | not yet collected |
| eu-crma-projects | the anode pipeline — announced vs producing | — | not yet collected |
| asx-announcements | quarterly activity reports and announcements per Australian miner — the announced-vs-producing pipeline one stage deeper | — | not yet collected |
| blm-nepa-register | mine permitting clock | — | lead |
Dated ahead
| Date | Company | Period | Firmness |
|---|---|---|---|
| 2026-11-09 | MP Materials MP | 2026-Q3 | expected |
| 2026-11-13 | USA Rare Earth USAR | 2026-Q3 | expected |