- Mt WeldAustralia
- KalgoorlieAustralia
- Lynas MalaysiaMalaysia
Three operations, connected by reported feedstock routes. Crossing a border does not make the supply independent.
Investigate the connectionsOreline
See the dependencies behind supply.
A supplier is one part of the picture. Oreline connects facilities, ownership and commercial commitments across the rare-earth permanent-magnet market, revealing the dependencies that shape investment and sourcing decisions.
Different suppliers. Shared exposure.
Geography alone cannot tell you whether supply is independent. Follow documented material routes and examine the facilities and companies that connect them.
Put the alternative under scrutiny.
Before treating a project as a new source of supply, examine what it produces today, what is planned and what has already been committed.
Production
Separate reported operating output from planned capacity. Keep the reporting period and source attached.
Commitments
Examine disclosed agreements alongside the facilities and companies involved.
Qualification
Keep future or unqualified supply distinct from material available for use.
Change an assumption. Follow the consequences.
Test a disruption at a facility, company or country. Follow its implications through documented supply routes, with a clear view of what the available evidence can quantify.
What depends on this company?
Start with Lynas in the public sandbox. Examine the connected operations and explore how a company-level disruption changes the picture.
Explore the scenarioKeep the basis of the decision in view.
Oreline organises issuer filings, government releases and disclosed agreements into connected research. Source dates, reporting periods and gaps in disclosure remain visible alongside the analysis.
Inspect the claim
Distinguish ownership from physical supply, and signed agreements from delivered material.
Return to the investigation
Subscriber workspaces include saved investigations, personal watchlists and curated development reviews.
Start with the evidence.
Explore three selected investigations in the public sandbox, without an account. Subscription access adds the published research library and a workspace for ongoing work.