Twin Pole Partners
Market watch
SUPPLY STRATEGY/The Concentration Problem: Building Genuine Resilience Into Magnet Supply— TWIN POLE RESEARCH DESKEV STRATEGY/IPM vs. Induction: The Motor Architecture Decision Reshaping EV Procurement— TWIN POLE ANALYTICSRECYCLING ECONOMICS/Building the Circular Magnet Economy: Investment Landscape and Techno-Economic Realities— TWIN POLE RESEARCH DESKINDUSTRIAL AI/How AI Is Transforming Magnet Quality Inspection and Predictive Sourcing— TWIN POLE LABSMARKET INTELLIGENCE/Praseodymium-Neodymium Prices: Structural Drivers and a 24-Month Forward View— TWIN POLE ANALYTICSSUPPLY STRATEGY/The Concentration Problem: Building Genuine Resilience Into Magnet Supply— TWIN POLE RESEARCH DESKEV STRATEGY/IPM vs. Induction: The Motor Architecture Decision Reshaping EV Procurement— TWIN POLE ANALYTICSRECYCLING ECONOMICS/Building the Circular Magnet Economy: Investment Landscape and Techno-Economic Realities— TWIN POLE RESEARCH DESKINDUSTRIAL AI/How AI Is Transforming Magnet Quality Inspection and Predictive Sourcing— TWIN POLE LABSMARKET INTELLIGENCE/Praseodymium-Neodymium Prices: Structural Drivers and a 24-Month Forward View— TWIN POLE ANALYTICS
Industries

Sectors we power

Traction rotor, laminated stack with magnet slots
Traction rotor, laminated stack with magnet slots

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.

Defence Manufacturing

+16% CAGR

SmCo₅ magnets in missile guidance (Prithvi), satellite servo accelerometers, momentum wheels — the most supply-chain-sensitive magnet consumer.

Industrial Automation

+19% CAGR

Conveyor systems, magnetic separators, and linear actuators — foundational to smart factory infrastructure globally.

Consumer Electronics

+8% CAGR

Miniaturised magnets in speakers, haptics, and wearables — volume-driven, ESG-scrutinised supply chains.

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