dieRohstoffe

Natural resources and its global implications. Get your finances right.

[dieRohstoffe @dieRohstoffe]

Lanthanum prices dropped 9% in the last year...

But these producers are crushing it:

• China Northern Rare Earth: +120%
• MP Materials: +243% 📈

Rare earths are heating up again.

[dieRohstoffe @dieRohstoffe]

Rare earths = the new oil.

Lanthanum price drop creates opportunity?

Drop your thoughts below.

Follow for more mineral/market breakdowns 🧪

[dieRohstoffe @dieRohstoffe]

Revenue & Profit comparison:

China Northern Rare Earth (China)
→ Revenue: $24.8B
→ Profit: $1.2B

MP Materials (USA)
→ Revenue: $133.2M
→ Profit: $8M

Who’s winning the rare earth race? 👀

[dieRohstoffe @dieRohstoffe]

Found by a Swedish researcher.
#RareEarth #Scandium

[dieRohstoffe @dieRohstoffe]

While one player is still early stage, the other is already generating serious revenue.
The scandium story is just getting started.
Which side are you watching?

[dieRohstoffe @dieRohstoffe]

The Producers Are Moving
• Scandium International Mining Corp → +800%
• Sumitomo → +154%
Big moves already happening in the scandium space.
Stay tuned for the next post 👀

[dieRohstoffe @dieRohstoffe]

Why Scandium Matters
It makes metals lighter + more heat-resistant — perfect for:
• Aerospace
• High-end sporting goods (golf clubs, bikes, etc.)
The future of performance materials.

[dieRohstoffe @dieRohstoffe]

5% Price Surge in Scandium Oxide
From $648/kg (Apr ’25) → $683/kg (Apr ’26)
A critical rare-earth mineral used in high-performance alloys.
Found mainly in China, Russia, and the Philippines.
Scandium is heating up.

[dieRohstoffe @dieRohstoffe]

Lynas cooking in a China-dominated world 👀

Porsche energy vs Toyota vibes

China leads... but the West is waking up

Who else watching rare earths?

#RareEarths #Lynas #Cerium #Investing #CriticalMinerals

[dieRohstoffe @dieRohstoffe]

Used in automotive and high-tech glass production

[dieRohstoffe @dieRohstoffe]

+149% vs just +39%

China still leads the overall rare earth game (mining + processing), but Lynas is cooking serious non-Chinese supply.

Who’s stacking?

#RareEarths #Lynas #Cerium #CriticalMinerals

[dieRohstoffe @dieRohstoffe]

Cerium Oxide? Straight 119% glow-up (2.13 → 4.66 USD/kg).

[dieRohstoffe @dieRohstoffe]

How would a world look like without fertilizers? We would need to adjust our diet, and favorite fruits and veggies wouldn’t be available when we desired to… Think about your morning coffee ☕️ Boron is one of the elements to keep you happy in the morning.

[dieRohstoffe @dieRohstoffe]

Boron is quietly powering the future! 🌪️☕ From wind turbines to critical fertilizers for global food security, demand is growing. Prices are up 5% YoY ($765/T). On the market, we're watching ioneer (+13%) outpacing giants like Solvay. Keep an eye on raw materials! 📈
#Boron

[dieRohstoffe @dieRohstoffe]

Largest producers are Turkey (70%), USA, and Chile. While Turkey and US dominate the primary refining, China is the leader in specialty refining (metallic boron, alloys, and ceramics).

The West is highly dependent on imports for refined boron.

[dieRohstoffe @dieRohstoffe]

Boron does not trade on a public exchange. Prices are determined by private contracts and regional indices for refined products like boric acid or borax.

[dieRohstoffe @dieRohstoffe]

Boron is used broadly in glass and ceramic applications, like fiberglass insulation and textile fiberglass used in wind turbine blades.

Boron fertilizers are critical for global food security, particularly for fruits, vegetables, and coffee.

[dieRohstoffe @dieRohstoffe]

Crunch time!
Mr Tesla and Mr Nvidia are part of the negotiations. What can we expect as outcome, especially on rare earths? 🔥

[dieRohstoffe @dieRohstoffe]

Both of the producers we introduced went up +30% in just 2 months. That’s not a coincidence! Critical minerals for critical industries…
Will you consider investing in Neodymium or other minerals soon?