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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…

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…

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…

Energy transition will propel the 'niche' boron market

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INTERNATIONAL

Found as a by-product in certain lithium deposits, its applications now include renewables, energy efficient construction, electric vehicles (EVs) and new fertilisers. Boric acid…

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…

Supply uncertainty clouds the prospects for cobalt

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INTERNATIONAL

Global cobalt market.

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…

Supply chain challenges may limit wind power expansion

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INTERNATIONAL

However, pricing pressures are limiting supply chain expansion and causing manufacturing to shift from Europe to Asia. With raw material vulnerabilities already evident, OECD…