|
|
|
|
|
|
|
|
|
16.12.25 - 10:36
|
Is China In A Better Position To Win The Rare Earth Mineral War (ZeroHedge)
|
|
|
Is China In A Better Position To Win The Rare Earth Mineral War
During an October swing through Southeast Asia, US President Donald Trump struck same-day agreements with Malaysia and Thailand to deepen cooperation on critical minerals and rare earths, underscoring Washington's push to diversify supply chains away from China, according to SCMP.
According to the White House, Trump and Malaysian Prime Minister Anwar Ibrahim agreed to expand collaboration on building and securing critical mineral and rare earth supply chains. Using similar language, Washington said it would also “strengthen cooperation [with Thailand] on critical minerals supply chains development and expansion,” including exploration, extraction and processing.
The back-to-back deals reflect how resource-rich economies have become central battlegrounds in the US-China rivalry over rare earths. Analysts say Beijing currently holds the advantage, having spent decades engaging countries across Southeast Asia, Africa and Latin...
|
|
|
|
|
|
|
|
|
|
|
12.12.25 - 19:01
|
China Eases Rare Earth Curbs With First Export Licenses (Caixin)
|
|
|
China has granted its first round of general export licenses for rare earth products, signaling a step toward easing restrictions on the critical materials following recent trade discussions with the United States in Kuala Lumpur.
Jintian Copper (Group) Co. Ltd. (601609.SH), a magnetic materials manufacturer based in Ningbo, said on Wednesday through an investor platform that one of its clients had secured a general export license for rare earth permanent magnet products. On the same day, Ford Motor Co. revealed that its Chinese rare earth supplier was among the initial recipients.
While neither Jintian nor Ford disclosed the specific companies involved, Jintian's website lists Volkswagen AG, Mitsubishi Motors Corp. and Samsung Electronics Co. Ltd. as customers for its neodymium-iron-boron permanent magnets.
The new license system is expected to streamline the export process, alleviating concerns among global manufacturers about supply chain security. Sources familiar with the matter told Caixin that un...
|
|
|
12.12.25 - 10:30
|
Battle For Rare Earths And Recognition: Germany′s Wadephul Arrives In China As A Supplicant (ZeroHedge)
|
|
|
Battle For Rare Earths And Recognition: Germany's Wadephul Arrives In China As A Supplicant
Submitted by Thomas Kolbe
After German Foreign Minister Johann Wadephul was forced to cancel his October trip to China due to a lack of scheduled meetings, he has now finally met with Foreign Minister Wang Yi and Commerce Minister Wang Wentao. At the center of the talks was one issue with immense strategic weight for Germany and Europe: the future handling of critical raw materials—above all rare earths.
The relationship between Germany and the EU on the one hand and China's political leadership on the other is clearly creaking. The growing trade tensions between both sides have become impossible to ignore.
In October, rising diplomatic friction culminated in China's export halt on rare earth elements.
Rare earths, put simply, are a foundational pillar of modern industrial production and high-end technology. Without them, production stalls—and China's sudden export freeze sent shockwaves through...
|
|
|
12.12.25 - 09:06
|
Vietnam slaps new export curbs on rare earth (Digitimes)
|
|
|
Vietnam's parliament has approved sweeping amendments to its geology and minerals law that tighten state control over the country's rare earth resources, reaffirm a ban on ore exports, and introduce new limits that effectively restrict shipments of refined materials in a bid to build a domestic processing industry....
|
|
|
|
|
12.12.25 - 01:30
|
Malaysia promotes rare earth industry with incentives for midstream and downstream firms (Digitimes)
|
|
|
he Malaysian government announced that companies engaged in midstream and downstream production of rare earth elements (REE) are eligible for related incentive policies. According to reports from Bernama and Nanyang Siang Pau, the Ministry of Investment, Trade and Industry (MITI) stated that under the 1986 Promotion of Investments Act, these REE midstream and downstream operators can apply for Pioneer Status, which grants tax exemptions on investments....
|
|
|
|
|
|
|
|
|
|
|
|
|
10.12.25 - 16:00
|
USA Rare Earth Shares Volatile After Accelerating Timeline For Commercial Production By Two Years (ZeroHedge)
|
|
|
USA Rare Earth Shares Volatile After Accelerating Timeline For Commercial Production By Two Years
USA Rare Earth shares were up more than 3% heading into the cash open on news that the company is accelerating commercialization of its Round Top rare earth project in Texas, a move that could bring U.S. production online years ahead of most competing efforts.
The cash open prompted selling pressure which dragged USAR down 3%
USAR now expects commercial production at Round Top in late 2028—two years ahead of its prior schedule. The deposit is regarded as the richest known U.S. source of heavy rare earth elements, as well as gallium and beryllium. These materials are vital for defense technologies, electric vehicles, renewable energy infrastructure, aerospace components, and advanced electronics, positioning Round Top as the foundation of USAR's fully integrated “mine-to-magnet” supply chain.
That supply chain also includes:
a 310,000 sq. ft. magnet manufacturing plant in Stillwater, Oklaho...
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
