July 21, 2025 04:41 PM GMT Asia Economics | Asia Pacific The Viewpoint: China: Anti- Involution – The Antidote to Deflation? Policy efforts to tackle the excess capacity challenge may intensify in the coming months, given a strong policy intent. However, addressing supply factors alone may not be sufficient to address the deflation challenge – demand conditions are more important, in our view. Key Takeaways In this report, we discuss the origins of and solutions to China's deflation challenge, including our ...

Yuting Yang +852-2978-7283 | yuting.y.yang@gs.com 21 July 2025 | 8:00PM HKT China Matters Waiting for the Slowdown (Shan) Andrew Tilton +852-2978-1802 | andrew.tilton@gs.com Goldman Sachs (Asia) L.L.C. Hui Shan +852-2978-6634 | hui.shan@gs.com Goldman Sachs (Asia) L.L.C. Lisheng Wang +852-3966-4004 | lisheng.wang@gs.com Goldman Sachs (Asia) L.L.C. Xinquan Chen +852-2978-2418 | xinquan.chen@gs.com Goldman Sachs (Asia) L.L.C. Waiting for the Slowdown (Shan) Despite external tariff turbulences and ongoing stru ...

For personal use only Disclaimers This presentation contains forward-looking statements that involve subjective judgement and analysis and accordingly, are subject to significant uncertainties and risks, many of which are outside the control of, and are unknown to, American Rare Earths ("ARR"). In such circumstances, the forward-looking statements can be identified by the use of forward-looking words such as "may", "will", "expect", "intend", "seek", "estimate", "believe", "continue" or other similar words. ...

From @WSJopinion: The best way to make the U.S. power grid reliable again is to let supply and demand work in energy markets without the distortions of mandates and subsidies. The GOP budget bill takes a step in that direction that should be welcomed. https://t.co/3tBSmiTLs7 ...

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Key Takeaways MP Materials will supply Apple with rare earth magnets made from recycled materials starting in 2027. MP is building a recycling line at Mountain Pass and scaling its Fort Worth magnet facility for the deal. The partnership advances U.S. rare earth supply chains and circular production in critical materials.MP Materials (MP) announced a landmark long-term agreement to supply Apple (AAPL) with rare earth magnets manufactured in the United States entirely from recycled materials. The $500 mill ...

Key Takeaways Energy Fuels launched pilot HREE oxide production at its White Mesa Mill, including 99.5% pure Dy oxide. UUUU plans pilot-scale Tb by Nov 2025 and Sm by Jan 2026, aiming for full output by Q426 post-modifications. The Donald Project in Australia and assets in Brazil and Madagascar may bolster UUUU's REE supply chain.Energy Fuels Inc. (UUUU) has initiated the pilot-scale production of heavy rare earth element (HREE) oxides at its White Mesa Mill in Utah. Currently, it is the only facility in ...

Asia Pacific Equity Research 18 July 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China Lithium Dashboard More supply disruption news, but limited fundamental improvement Asia Basic Materials Avery Chan AC (852) 2800-8659 avery.chan@jpmorgan.com J.P. ...

July 18, 2025 11:54 AM GMT Greater China Materials | Asia Pacific Weekly Monitor: Lithium Supply Disruption Key Takeaways Base metals: Shanghai copper prices were down 0.1% WoW while inventories were up 3.8% WoW. Shanghai aluminum prices were down 0.4% WoW while inventories were up 5.5% WoW. Battery metals: Domestic industrial-grade and battery-grade lithium hydroxide prices were both flat WoW; while industrial-grade and battery-grade lithium carbonate prices were up 2.1% and 2.0% WoW. Gold: Price decreased ...

V i e w p o i n t | 17 Jul 2025 21:00:27 ET │ 39 pages China Multi-Asset Supply-Side Reform 2.0 Unfolding – China's War on Price Wars CITI'S TAKE The resilience of China's manufacturing FAI despite property-market weakness has been a bright spot in the economy. As manufacturing supply-chain capacity expands and property demand remains soft, prices suffer, with PPI struggling in negative territory. Rising US tariffs on China goods could further complicate the problem. China equities view: We believe authorit ...