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Securing new non-China rare earths will be challenging

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INTERNATIONAL

The rare earth ores China imports from the United States will face a 25% rate, however, reducing the attractiveness of processing the material in China. The rare earth…

Value chain politicisation to boost rare earth supply

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INTERNATIONAL

Short-term factors combined to strengthen prices, including widespread flooding in China’s Sichuan province and low capacity utilisation among producers outside China. In the…

Rare-earth diversification will rise in Western states

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INTERNATIONAL

Japan and United States have markedly reduced their dependence on Chinese rare earths since the mid-2000s -- signposting the future of supply dynamics for critical minerals whose…

Weak rare earth prices at odds with market prospects

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INTERNATIONAL

Investor sentiment has been dented by China’s large production quotas and the threat of substitution in magnet making. However, price-supporting production cuts are possible…

Asteroid mining becomes a serious proposition

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INTERNATIONAL

Asteroid mining.

Cobalt market tightness will persist this decade

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INTERNATIONAL

Demand for cobalt for electric vehicle (EV) use rose last year but offsetting this, the pandemic hit demand for non-EV uses. China’s scramble for supply for EV use led to the…

China’s control of rare earths will take a new form

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CHINA

Ten years after first imposing export restrictions on these metals, China's dominance has shifted but not waned. President Xi Jinping's visit to a rare earth magnet factory at the…

Undersupplied manganese is key to electric cars

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INTERNATIONAL

The compound is key to nickel-manganese cobalt (NMC) batteries, gaining market share for use in electric vehicles (EVs). Manganese amounts to only 2% of EV cathode material costs…

Beijing will ramp up supply pressure on key minerals

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CHINA

China accounts for 70% of global output of rare earths, which are key for the production of electric vehicles (EVs) and certain weapons, including missiles.

Batteries aid nickel value, stainless steel reduces it

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INTERNATIONAL

Nickel market outlook