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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…
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DOI: 10.1108/OXAN-DB271376
ISSN: 2633-304X
Keywords
Geographic
Topical
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…
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DOI: 10.1108/OXAN-DB261080
ISSN: 2633-304X
Keywords
Geographic
Topical
CHINA: China could restrict rare earth exports
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DOI: 10.1108/OXAN-ES259574
ISSN: 2633-304X
Keywords
Geographic
Topical
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…
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DOI: 10.1108/OXAN-DB271684
ISSN: 2633-304X
Keywords
Geographic
Topical
It focuses on strengthening the security of key infrastructure, reinforcing supply chain stability, facilitating public-private cooperation on developing innovative technology and…
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DOI: 10.1108/OXAN-DB270481
ISSN: 2633-304X
Keywords
Geographic
Topical
Exploration, substitution and component minimisation will adapt supply to demand over time, but new supply chain risks will emerge, owing to narrow supply bases and long lead…
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DOI: 10.1108/OXAN-DB262107
ISSN: 2633-304X
Keywords
Geographic
Topical
The battery is the most expensive and performance-critical element of an electric vehicle (EV). China's dominance in the sector therefore has strategic implications, because the…
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DOI: 10.1108/OXAN-DB266290
ISSN: 2633-304X
Keywords
Geographic
Topical
Canada placed second in this year’s BloombergNEF global lithium-ion battery supply chain ranking, released on November 12, above the United States and close to first-placed China…
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DOI: 10.1108/OXAN-DB274240
ISSN: 2633-304X
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Geographic
Topical
It is a successful long-term growth industry, but competition is increasing from Chinese suppliers in both European and external markets. Market mechanisms are squeezing…
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DOI: 10.1108/OXAN-DB278194
ISSN: 2633-304X
Keywords
Geographic
Topical
Demand for battery components.