Has China given up its rare earth leverage over the US?
China considers cancelling countermeasures against latest US tariffs Core Consultants published their September Issue of the Rare Earth Monthly Report and a key aspect that stood out was that as a show of good faith, China’s Ministry of Commerce revealed that China is now earnestly considering cancelling any countermeasures to the latest US tariffs. This would […]
July Rare Earth Report: US and China to Resume Trade Talks
In July’s Rare Earth Report we see that the Sino/US trade war has taken a slight turn with Presidents Xi Jinping and Donald Trump agreeing to return to the table. The US has in good faith promised not to levy additional tariffs on Chinese goods before discussions resume. Our June Rare Earth Report focused on […]
Sino-US trade war takes center stage in rare earth market
Our June issue of the Rare Earth Monthly Report focuses on the Sino-US trade war. The US deliberately left rare earths off their initial tariff list as it realised its over-reliance on China for these critical materials. Furthermore, America relies on China to process its rare earth ores and concentrates, so imposing tariffs would only […]
Rare Earth Monthly Summary: March 2019
In the March 2019 issue of the Core Consultants Rare Earth Report, we discuss how the rare earth export restrictions from Myanmar might lend support to heavy rare earth prices.
Currently the light rare earth market is suffering a supply overhang, which is further impacted by poor demand for permanent magnets.
However there is some positive support for permanent magnets expected this year from the wind power and EV sectors, especially in China.
China develops new rare earth military and applications
China has been open about its intentions to develop downstream applications for its rare earth sector. To this end, China’s achievements in the electric vehicle sector have been well documented. Sales are expected to reach 2% of the passenger vehicle market by the end of the year, with some reports suggesting that EV’s could reach […]
Rare Earths in Review — Core Consultants — 2017
2017 saw massive development in the rare earth elements market across four levels; namely, policy, prices, supply and end-user markets. With respect to policy, China’s Department of the Raw Materials Industry and the Ministry of Industry and Information Technology organised the Chinese rare-earth industry into six groups, the last of which was completed earlier […]
October Rare Earth Price Correction
We cautioned in our October report that whilst the fundamentals of the industry have greatly improved, prices have run hard and we should expect to see some correction in October. This correction was even more pronounced as the Chinese State Reserve Bureau (SRB) did not make any purchases in September and subsequently we have started […]
Rare Earths Right Now: Burundi, Oligarchs and Chinese Quotas
On Monday, Core Consultants’ published its April Rare Earth Monthly Report. Rare earths has been somewhat muted the past few months and global investors have looked to cobalt and lithium as better investments. However, we would advise not to take your eye off the ball just yet. There is some interesting behind the scene developments. […]
USA Military Spend Causes Anxiety Over Rare Earth Supply
Core Consultants’ Rare Earth Report this month focuses on President Trump’s announcement that he intends to increase the military spend by $54bn (+10%). In light of the fact that Molycorp- the US’s flagship rare earth mining producer is insolvent, this announcement to upgrade the military spend has left concern over how the US will procure the necessary […]
Does China Intend To Own ALL The World’s Rare Earths?
Core Consultants has just released its December rare earth report- the last report for 2016! It has certainly been a controversial year for the rare earth industry not least with policy changes within China, false starts as regards stockpiling and the finalisation of China’s six mega rare earth entities. Molycorp has gone bankrupt and Lynas […]