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Week 10, 2026

MAGSEES Weekly Report — W10, 2026

Market Overview

Week 10 saw increased activity in the rare earth magnet market as buyers sought to secure inventory ahead of anticipated policy changes in major producing countries.

Price Trends

Broad-based price increases of 1.5-2.8% were recorded across NdFeB grades, driven by both supply concerns and speculative buying ahead of Q2.

Supply Chain Updates

Several verified manufacturers reported extended lead times due to raw material sourcing challenges, particularly for heavy rare earth elements.

Policy & Regulatory News

CBAM reporting requirements were updated with new carbon footprint calculation methodologies for magnet production processes.

Outlook

The market is expected to remain volatile through the transition period, with opportunities for strategic procurement at current price levels.