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Rare Earth Market, Government and Industry

Global Supply & Demand Trends

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Interesting slides from ARU regarding supply/demand

Today at 2:31 AM
Fundamental

Price Analysis & Forecasts

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Messages: 1

Morgan Stanley - Demand/Price Forecast (May 2025)

Thursday at 4:36 PM
John

Global Supply Chains

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Messages: 4

Threads: 1

Messages: 4

Is POSCO going to be the ex China global leader for magnet and other value-added production?

Apr 23, 2025
John

Geopolitical Impacts

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Messages: 8

Threads: 3

Messages: 8

Chinese are harassing Koreans

Apr 22, 2025
John

Government Policy & Regulations

Threads: 4

Messages: 28

Threads: 4

Messages: 28

Australia’s $1.2b Strategic Minerals Reserve

Wednesday at 2:48 PM
John

National Security

Threads: 3

Messages: 12

Threads: 3

Messages: 12

Just how serious is the rare earth crisis in the context of war or total embargo?

May 12, 2025
John

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