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Message: Re: Metals markets/Rare Earths
1
Feb 19, 2020 08:33AM
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jlm
Feb 19, 2020 10:29AM
1
Feb 19, 2020 11:29AM

jlm
Feb 19, 2020 12:08PM

Feb 19, 2020 12:26PM

Feb 19, 2020 12:46PM

Feb 19, 2020 01:45PM

China resumes minor curtailments of Rare Earths processing and distributions.

"As a result, there has been minimal impact on suppliers’ ability to meet demand, indicated by only limited price reactions for rare earth products, with Dy oxide prices increasing only 2.6% between the start of January and mid-February 2020."

https://roskill.com/news/rare-earths-china-begins-to-restart-rare-earth-capacity-after-coronavirus-suspensions/

As a reminder, China subsidizes this industry.  That is what Trump has been working on, trying to level the field in regards to trade.  As China begins to dismantle subsidies to reduce Trump-imposed tariffs, rare earths here and in Canada should benefit, perhaps even from Hay Mountain.  ...no emergency, no shortages, "situation nomal - AFU".  


Feb 21, 2020 11:37AM
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