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31.07.25 - 06:24
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Myanmar′s Kachin State Is At The Center Of The Sino-US Scramble For Rare Earths (ZeroHedge)
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Myanmar's Kachin State Is At The Center Of The Sino-US Scramble For Rare Earths
Authored by Andrew Korybko via Substack,
The US seeks influence over this region that supplies much of neighboring China's rare earth industry...
Western media has published a spree of articles raising awareness of the important role that Myanmar's Kachin State plays in the global rare earth minerals industry.
The latest phase of that country's long-running civil war, which is more complex than most Western and non-Western accounts alike make it seem as explained here in February 2024, has seen regional separatists take control of sites that produce roughly half of the world's heavy rare earths.
Here are five of those aforementioned reports about this:
* 28 March: “Insight: Myanmar rebels disrupt China rare earth trade, sparking regional scramble”
* 23 June: “How war-torn Myanmar plays a critical role in China's rare earth dominance”
* 8 July: “Exclusive: Why China's ultimatum to Myanmar rebels t...
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17.07.25 - 11:06
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China rare earth export control and auto industry (Digitimes)
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China's rare earth export controls impact global automotive supply chains, accelerating de-sinicization and alternative technology R&D in the US, Europe, and Japan, but dependence remains difficult to shake off in the short term....
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03.07.25 - 09:06
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China rare earth curbs put US in chokehold (Digitimes)
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Rare earth elements—critical to electric vehicles, defense systems, and advanced electronics—are once again at the center of geopolitical tensions. China, which controls more than 90 percent of the world's rare earth refining and processing capacity, continues to wield outsized influence over global supply....
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27.06.25 - 08:54
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US ′close to 10 trade deals′ after China rare earth agreement reached – business live (The Guardian)
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Rolling coverage of the latest economic and financial newsGood morning, and welcome to our rolling coverage of business, the financial markets and the world economy.Hopes are building that the US may be close to announcing more trade deals, and avoid imposing punishing new tariffs that would disrupt the global economy.“We just signed with China yesterday.”“The administration and China agreed to an additional understanding for a framework to implement the Geneva agreement……how we can implement expediting rare earths shipments to the US again.”“We're going to do top 10 deals, put them in the right category, and then these other countries will fit behind.”“Those who have deals will have deals, and everybody else that is negotiating with us, they'll get a response from us and then they'll go into that package. If people want to come back and negotiate further, they're entitled to, but that tariff rate will be set and off we'll go.”10am BST: EU consumer and business confidence stats1.3...
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18.06.25 - 09:12
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XFRA: RAE: Aussetzung/Suspension (XETRA)
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DAS/ DIE FOLGENDE(N) INSTRUMENT(E) IST/ SIND AB SOFORT AUSGESETZT:
THE FOLLOWING INSTRUMENT(S) IS/ ARE SUSPENDED WITH IMMEDIATE EFFECT:
INSTRUMENT NAME KUERZEL/SHORTCODE ISIN BIS/UNTIL
CHINA RARE EARTH HD-,10 RAE KYG210891001 BAW/UFN...
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