More fabrication from CCJ chatbot:
https://mpcomagnetics.com/blog/the-compressor-permanent-magnet-of-inverter-air-conditioner/
Inverter AC consumed ~8kt high performance NdFeB in 2019, a significant share of total demand, and generally spoken of as a growing mkt given energy efficiency.
Obviously impacted by China's current situation but note funding is being provided to finish a great number of apartments already paid for. Like all else China it's a matter of just how long it will take them to stabilise demand.
Bigger picture, NdPr pricing has undoubtedly undershot as the entire long & broad supply chain has destocked to the point it is operating hand to mouth for fear of lower prices next week, particularly given pretty skinny margins downstream.
Inevitably as demand stabilises and prices rise in response there will be decent recovery to something resembling economic value as downstream restocks, certainly current prices are unsustainable, just a matter of when.
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Last
$7.90 |
Change
0.010(0.13%) |
Mkt cap ! $7.309B |
Open | High | Low | Value | Volume |
$7.85 | $7.94 | $7.77 | $6.212M | 790.2K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 231 | $7.90 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$7.91 | 6544 | 34 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
26 | 5028 | 7.890 |
28 | 12596 | 7.880 |
18 | 11824 | 7.870 |
15 | 30124 | 7.860 |
8 | 17980 | 7.850 |
Price($) | Vol. | No. |
---|---|---|
7.900 | 6552 | 63 |
7.910 | 12524 | 32 |
7.920 | 15841 | 18 |
7.930 | 24916 | 13 |
7.940 | 11024 | 10 |
Last trade - 13.14pm 02/10/2024 (20 minute delay) ? |
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