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Twin Pole Partners
Market watch
SUPPLY STRATEGY/The Concentration Problem: What Actually Reduces Magnet Supply Risk— Twin Pole PartnersSUPPLY STRATEGY/The Concentration Problem: What Actually Reduces Magnet Supply Risk— Twin Pole Partners
Iron filings on a dipole field
Iron filings on a dipole field
Strategic materials advisory

Every high-performance motor comes down to one magnet decision.

Twin Pole Partners advises the engineering and procurement teams making it — grade selection, processing routes, sourcing strategy, localisation and recycling economics — with direct counsel from Dr R Gopalan.

Years in permanent magnets0+ARCI (DST) · DRDO · NIMS, Japan · IISc
Peer-reviewed publications0+h-index 31 · i10-index 101
Patents granted0National & international
Sectors advised0EV, aerospace, defence, wind, medical, robotics
Who we work with

You are in the right place if…

01

Your motor is losing margin at temperature and you are being told to add dysprosium.

02

You have been quoted a grade and have no independent way to tell whether it is the right one.

03

You need a second source qualified before your current one becomes a single point of failure.

04

The magnet is the largest bill-of-materials risk in a programme you are costing.

05

You are weighing whether to bring magnet production in-house, or in-country.

06

You are assessing a supplier, a recycling route, or an acquisition target and need technical due diligence.

Separation and settling — the upstream end of the chain
01 — Separation

It starts as ore.

Monazite and bastnäsite carry a dozen rare earths at once. Separating neodymium and praseodymium from the rest is where most of the cost, and most of the concentration risk, actually sits.

Services

Strategic consulting for critical materials

From grade selection and processing routes to sourcing strategy — operating at the intersection of materials science, manufacturing economics, and industrial AI.

TIER-1 ADVISORY

Magnet Strategy Advisory

End-to-end strategic advisory for organisations dependent on permanent magnet supply. We assess grade requirements, sourcing risk, and long-term procurement architecture.

PROCESS ENGINEERING

Rare-Earth Magnet Processing

Process advisory across the full sintered-magnet route — strip casting, hydrogen decrepitation, jet milling, alignment and sintering, grain boundary diffusion, and post-sinter finishing — including Dy-lean and Dy-free coercivity routes.

MATERIALS SELECTION

New Magnetic Materials Selection

Evaluation and qualification of emerging hard and soft magnetic materials against a real application envelope — SmCo, SmFeN, Mn-based and Dy-free NdFeB, soft magnetic composites and Fe-P alloys — with the trade-offs against cost, temperature and supply risk made explicit.

MARKET INTELLIGENCE

Rare-Earth Supply Intelligence

Real-time market intelligence on rare-earth oxide pricing, trade flows, supply disruption signals, and concentration metrics across 47 jurisdictions.

Industries

Sectors we power

Electric Vehicles

+11% CAGR
NdFeB demand, EV traction

A permanent magnet synchronous traction motor carries roughly 1–2 kg of Nd-Fe-B per vehicle, before the thirty-odd other components — power steering, pumps, ABS, sensors, speakers — that each carry their own. Dr Gopalan's research addresses the traction magnet supply problem directly.

Adamas Intelligence, Rare Earth Magnet Market Outlook to 2040

Aerospace

+15% CAGR
NdFeB demand, advanced air mobility

Actuation systems, turbine components, and defence electronics demand the highest-spec Sm-Co and Nd-Fe-B grades — materials Dr Gopalan developed for strategic applications.

Adamas Intelligence, Rare Earth Magnet Market Outlook to 2040

Industrial Robotics

+29% CAGR
NdFeB demand, robotics

Collaborative robots and servo motors require high-density, thermally-stable permanent magnets at scale.

Adamas Intelligence, Rare Earth Magnet Market Outlook to 2040

Wind Energy

≈650 kg / MW
PM mass, low-speed direct drive

Permanent magnet mass runs to roughly 650 kg/MW in low-speed direct drive, about 160 kg/MW at mid speed and around 80 kg/MW in high-speed geared designs — the drivetrain choice moves rare-earth exposure by a factor of eight before anyone negotiates a price. Offshore machines then run them in a salt-laden environment that puts coating and corrosion performance on the critical path.

Resources, Conservation & Recycling, 2024 (peer-reviewed review)

Figures compiled September 2026 and attributed on each card. Where no sector-level magnet forecast exists from a source worth citing, an engineering figure is given instead. Analyst forecasts for the same segment routinely differ by a factor of two — treat any single number as an indication, and ask us for the workings before you plan against it.

Field notes

What clients say when the pressure is on

“
Twin Pole gave us the confidence to renegotiate our sourcing contract six months before the market shifted. That's not something a market report gives you.
VP, Global ProcurementTier-1 EV Supplier
“
Dr Gopalan doesn't just know the chemistry — he knows the politics behind it. That combination is rare, and it's exactly what our board needed.
Chief Strategy OfficerRenewable Energy Developer
“
We came in looking for a grade recommendation. We left with an entire localisation roadmap.
Head of Materials EngineeringAerospace Manufacturer
Where the decision actually gets made
Where the decision actually gets made
Engage

Speak directly with Dr R Gopalan.

INAE Fellow. PhD IIT Madras. 35+ years across DRDO, NIMS Japan and ARCI. 200+ publications, 14 patents, and 22 years on national mission programmes.

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