Twin Pole Partners
Market watch
SUPPLY STRATEGY/The Concentration Problem: Building Genuine Resilience Into Magnet SupplyTWIN POLE RESEARCH DESKEV STRATEGY/IPM vs. Induction: The Motor Architecture Decision Reshaping EV ProcurementTWIN POLE ANALYTICSRECYCLING ECONOMICS/Building the Circular Magnet Economy: Investment Landscape and Techno-Economic RealitiesTWIN POLE RESEARCH DESKINDUSTRIAL AI/How AI Is Transforming Magnet Quality Inspection and Predictive SourcingTWIN POLE LABSMARKET INTELLIGENCE/Praseodymium-Neodymium Prices: Structural Drivers and a 24-Month Forward ViewTWIN POLE ANALYTICSSUPPLY STRATEGY/The Concentration Problem: Building Genuine Resilience Into Magnet SupplyTWIN POLE RESEARCH DESKEV STRATEGY/IPM vs. Induction: The Motor Architecture Decision Reshaping EV ProcurementTWIN POLE ANALYTICSRECYCLING ECONOMICS/Building the Circular Magnet Economy: Investment Landscape and Techno-Economic RealitiesTWIN POLE RESEARCH DESKINDUSTRIAL AI/How AI Is Transforming Magnet Quality Inspection and Predictive SourcingTWIN POLE LABSMARKET INTELLIGENCE/Praseodymium-Neodymium Prices: Structural Drivers and a 24-Month Forward ViewTWIN POLE ANALYTICS
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+DRDO · ARCI (DST) · NIMS Japan · IISc
Peer-reviewed publications0+h-index 31 · i10-index 101
Patents granted0National & international
Sectors advised0EV, aerospace, defence, energy, 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

+38% CAGR

EVs require 5–8× the magnet content of ICE vehicles. Over 30 car components rely on magnets — from power steering to ABS. Dr Gopalan's research directly addresses the EV motor magnet supply challenge.

Aerospace

+12% CAGR

Actuation systems, turbine components, and defence electronics demand the highest-spec SmCo and NdFeB grades — materials Dr Gopalan developed for DRDO and ISRO programmes.

Industrial Robotics

+29% CAGR

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

Renewable Energy

+22% CAGR

Direct-drive wind turbines use 600kg+ of magnets per MW. For 2–5 GW turbines, over 2,000 kg of high-performance magnets may be needed.

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
Insights

Industrial intelligence & market research

SUPPLY STRATEGY

The Concentration Problem: Building Genuine Resilience Into Magnet Supply

As Beijing tightens controls on gallium, germanium, and heavy rare earths, the fragility of Western magnet dependency has come into sharp relief. This deep-dive examines the regulatory architecture, corporate exposure by sector, and the realistic timeline for supply-chain diversification.

TWIN POLE RESEARCH DESK
JAN 2025
14 MIN READ
EV STRATEGY

IPM vs. Induction: The Motor Architecture Decision Reshaping EV Procurement

IPM motors dominate efficiency benchmarks, but induction alternatives are gaining ground among OEMs hedging supply-chain risk. We model the cost and performance crossover through 2028.

TWIN POLE ANALYTICS
DEC 2024
9 MIN READ
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.

Book a consultation