Digest · Issue 001 · 24 August 2026

Somebody finally put a floor under dysprosium

A US government vehicle closed this week carrying what the company says are the first price floors ever put under dysprosium and terbium — except that the floors themselves are not published. That shape, a real thing with the load-bearing number withheld, is most of this week.

Peculiar Materials LLC · Covering 18 to 24 August 2026. What this issue skips, so nobody mistakes it for complete: prices, which move faster than a weekly can usefully report and are better bought from somebody whose whole job is assessing them; magnet research, which gets its own treatment when something actually ships; and exploration drilling, which tells you what is in the ground and not what anybody can make.

Published in arrears. This issue was assembled on 22 September 2026, from the archive and from the first full run of the crawlers, and not during the week it covers. Everything in it is dated to the document it came from rather than to the day I read it, which is the only honest way to run a back catalog that did not exist at the time.

What is in this issue

8 items in the brief, 11 sources named and dated.

Policy · CompanyThe first price floors on dysprosium and terbium, and nobody will say what they are
Company · CapacityIluka's numbers are in the slide deck and not in the announcement
CompanyEnergy Fuels gets terbium through the gate that stops everyone
CompanyUcore runs the same columns on two completely different ores
Company · PermittingReElement clears the air permit for all four Marion lines, samarium included
CompanyVictory Metals books a heavy rare-earth reserve, and the product is wet dirt
Company · ResultsXiamen Tungsten's first half, and a numeral worth double-checking
CompanyGreenland books 40,700 metric tons of contained NdPr, which is not 40,700 metric tons of anything
Plus the full log — 4 companies and themes gone through one at a time — and 8 leads checked and dismissed.

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Work with Peculiar Materials

I do technical and commercial diligence on magnets, magnet manufacturing and rare-earth supply chains — the same reading that produces this digest, pointed at one question you actually need answered. Get in touch, or start with the supply chain atlas this digest maintains.