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12.02.26 - 15:30
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CME Explores First-Ever Rare Earth Futures Contracts (ZeroHedge)
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CME Explores First-Ever Rare Earth Futures Contracts
CME Group is drawing up plans for what could become the first-ever futures contract tied to rare earths, according to three people familiar with the matter, offering governments, companies and lenders a potential tool to manage exposure to a market long dominated by China, according to Reuters.
The proposed contract would track neodymium and praseodymium (NdPr), typically traded together and used to produce permanent magnets found in electric vehicle motors, wind turbines, drones and fighter jets. While discussions are ongoing, no final decision has been made. Liquidity remains a concern, as rare earth trading volumes are small compared with most established metals markets.
Rival exchange operator Intercontinental Exchange has also examined launching rare earth derivatives, though two sources said its efforts are at an earlier stage. CME declined to comment, and ICE did not respond to requests for comment.
Reuters writes that volatile pricin...
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12.02.26 - 12:06
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Chinese premier tours rare earths production hub amid rising US tech rivalry (SCMP)
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China's premier has vowed the country will consolidate its advantages in traditional industries like rare earths while also striving to accelerate innovation in frontier technologies such as artificial intelligence, as Beijing prepares to unveil its latest five-year plan.
Premier Li Qiang made the call during a visit earlier this week to Ganzhou in the central Chinese province of Jiangxi – one of the world's largest production bases for heavy rare earth elements, a strategic resource essential......
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07.02.26 - 19:06
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US turns to Taiwan′s rare earth recycling to cut China supply dependence (Digitimes)
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China controls about 90% of global rare earth mining, turning the sector into a strategic lever against tariffs imposed by the US and port fees targeting Chinese vessels. Kung Ming-hsin, Minister of Economic Affairs of Taiwan, said recycling, refining, and electronic waste processing could meet up to 50% of domestic rare earth demand. The US values such "urban mining" capabilities and hopes Taiwan can export the technology to other countries, while also seeking new rare earth sources in partnership with Taiwan....
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05.02.26 - 21:42
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This Is How the US Can Become a Player in Rare Earth Metals (Bloomberg)
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China's industrial ecosystem to mine and process rare earths has secured the country's dominance in the market. Is there any prospect of the US entering the arena in a way that's actually competitive?
Our guest says yes. Heidi Crebo-Rediker is a senior fellow in the Center for Geoeconomics Studies at the Council on Foreign Relations. She joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss the technologies and policies that could help the US catch up. (Source: Bloomberg)...
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05.02.26 - 18:00
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USA fordern China bei Seltenen Erden heraus (DW)
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Donald Trumps Projekt 'Vault' soll den Zugang der USA zu den immer wichtiger werdenden Seltenen Erden sichern. Die EU strebt dabei eine Allianz mit Washington an, doch können sie Chinas Vorsprung tatsächlich aufholen?...
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05.02.26 - 10:18
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This Is How The US Can Become a Player in Rare Earth Metals | Odd Lots (Bloomberg)
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China's dominance of the rare earths market is well known. This not only creates potential vulnerabilities for companies, should access to those rare earths ever get cut off, it also gives China significant leverage in trade negotiations right now. Of course, the issue is not that China is naturally endowed with more of these materials, but rather that, over the decades, it's built up an industrial ecosystem to mine and process them. So, is there any prospect of the US entering the arena in a way that's actually competitive? Our guest says yes. Heidi Crebo-Rediker is a senior fellow in the Center for Geoeconomics Studies at the Council on Foreign Relations. She was the US State Department's first chief economist and has undertaken an extensive study of the US position with respect to rare earths. She discusses the resources we have right now, and the technologies and policies that could make the US competitive in this arena. (Source: Bloomberg)...
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