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Securing new non-China rare earths will be challenging

Location:

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…

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…

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…

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…

China will retain its dominance in rare earths

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CHINA

As tensions build between Beijing and Western governments, Beijing may increasingly be tempted to weaponise its dominance. It could limit supplies in response to sanctions and…

Rare-earth diversification may boost African producers

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AFRICA

This growing demand will place African countries in an unusually strong bargaining position in negotiations over access to these commodities.

Firms advancing rare earth plans will entice investors

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INTERNATIONAL

Disruption to mines in Asia has restricted supply while demand has been boosted by decarbonisation plans and Western efforts to reduce reliance on supply from China. European…

Asteroid mining becomes a serious proposition

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INTERNATIONAL

Asteroid mining.

Australian challenge to China rare earths likely

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AUSTRALIA

Rare earths mining in Australia and globally.