In This Article
Key Takeaways
- ◆Lynas’s first separated-terbium announcement dates to 18 June 2025. It was not a June 2026 production milestone.
- ◆An oxide producer’s announcement does not establish finished-magnet availability for a particular drawing.
- ◆Announcement 18 is outside the list of measures suspended by Announcement 70.
- ◆Evaluate a material substitution against the finished-part requirements and an actual quotation.
A correction to the supply timeline
The Lynas announcement of 18 June 2025 records its first separated terbium oxide, following first dysprosium oxide in May 2025. The earlier version of this update placed that milestone a year too late. This corrected note uses the announcement as evidence of first oxide production. It does not turn that event into a claim about later output or Mainrich’s supply chain.
Key insight
Reviewed 12 September 2026. The original 1 June publication date is retained. Earlier prices and forecasts without sufficiently specific sources have been removed; this is a historical note, not a current price assessment.
Follow the material to the finished part
A magnet purchase requires more information than the location of oxide separation. Ask who makes the alloy and magnet, which route will be used for the drawing, and what sample and production evidence is available. Keep a supplier’s announced capacity separate from the capacity actually offered to the programme. For an alternative route, agree the qualification work before treating it as an interchangeable second source.
The scope of the April control notice
Announcement 18 of 4 April 2025 lists specified rare-earth items, including SmCo permanent-magnet materials and NdFeB permanent-magnet materials containing Tb or Dy. It does not state a general combined Dy+Tb threshold of 0.1 wt% below which every magnet is exempt.
Obtain classification of the actual item, including uncertain or trace content, from the exporter. A commercial grade suffix is insufficient evidence of composition or clearance.
Read the suspension by notice number
Announcement 70 of 7 November 2025 suspends Announcements 55–58 and 61–62 until 10 November 2026. Announcement 18 is not on that list. The date therefore cannot be used as a blanket exemption or as a deadline by which every magnet order must ship. For an intended shipment, check the notices then in force and the applicable authorization.
Compare the proposed material route
Use the drawing, hot magnetic requirements, exposure and inspection plan when comparing a material change. Mainrich’s reported N45H magnetic comparison and the separate historical 50H Dy-reduction example answer different questions. The GBD evidence records their scope.
Neither example establishes a fixed saving on a new part. Request a quotation for the qualified route, including machining, coating and inspection.
Put a price reference in the quotation
Identify whether an assessment concerns oxide, metal or alloy and record its currency, tax treatment and date. State the price-adjustment basis with the supplier. Multiplying an oxide price by the entire mass of a finished NdFeB part does not give its material cost. The next July note covers the separate reporting procedure that took effect that month.
Frequently Asked Questions
Was the first Lynas terbium announcement in June 2026?
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No. Lynas dated its first separated-terbium-oxide announcement 18 June 2025. That event does not establish a later production volume or finished-magnet qualification.
Did Announcement 70 suspend Announcement 18?
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No. Announcement 70 names Announcements 55–58 and 61–62. The April 2025 Announcement 18 is absent from that suspension list.
Can an oxide announcement establish a second source for my magnet?
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It can identify a material-source milestone. A qualified second source for your part also needs an agreed magnet production route, drawing, acceptance criteria and sample evidence.
What does the June note establish about a replacement alloy?
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It explains the evidence to request. It does not approve a substitution or promise a saving; compare the proposed material against the actual magnetic duty and finished-part quotation.
Send the drawing and hot magnetic requirements to review a proposed material route and its qualification scope.
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