Strategic Reserves for the Magnetic Future

Building the world's first neodymium oxide treasury — securing the critical rare earth material that powers the modern world.

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The Opportunity

Neodymium oxide is the essential rare earth compound that serves as the feedstock for high-performance permanent magnets used across modern industry—from electric vehicle motors and wind turbines to advanced electronics, robotics, aerospace, and medical devices. Despite surging demand, 90% of global supply is controlled by China, creating critical vulnerabilities for Western manufacturers.

While Western buyers pay 50-80% premiums for secure supply, traditional investors have no pure-play exposure to this strategic material without the operational risks of mining companies.

Magnate Materials is creating the solution: a professionally managed strategic reserve of neodymium oxide that provides liquid equity exposure to this critical commodity, positioned for public markets.

A Critical Material for Modern Industry

Neodymium oxide is refined into neodymium metal for neodymium-iron-boron (NdFeB) magnets—the strongest permanent magnets in the world with no current substitutes for high-performance applications.

Electric Vehicles

Every EV motor requires approximately 1kg of neodymium

Wind Energy

Each turbine uses hundreds of kilograms for direct-drive generators

Electronics

Critical for miniaturization and efficiency in consumer devices

Industrial

Used in robotics, aerospace, medical imaging, and precision manufacturing

With EV production growing 20-30% annually, renewable energy scaling globally, and expanding industrial applications, neodymium demand is expected to outpace supply for the next decade.

Addressing Western Supply Chain Vulnerabilities

China's dominance in rare earth production creates strategic risks for Western manufacturers and national security.

60-80% of global neodymium production concentrated in China

History of export restrictions used as geopolitical leverage

Western manufacturers facing supply uncertainty and price volatility

U.S. government actively supporting domestic sourcing with premium pricing

Magnate Materials is building Western strategic reserves of neodymium oxide to address these vulnerabilities while providing investors with direct commodity exposure.

90%
Chinese supply dominance
50-80%
Western price premium
20-30%
Annual EV growth rate
~1kg
Neodymium per EV motor

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