Company Actions - Lynas 寻求筹集 750 million 澳元 (A$) 的股权资本 [1] Industry Position - Lynas 是中国境外首家商业化生产“重”稀土的公司 [1]

Trade Relations - The US believes it possesses greater trade leverage over China [1] - Airplane parts are highlighted as a crucial US asset in response to China's rare earth restrictions [1]

Geopolitical Shift in Rare Earths - Kachin Independence Organization (KIO) 新控制了缅甸大部分稀土矿 [1] - 这一变化正在改变缅甸的政治动态 [1] - KIO 日益增长的影响力可能影响稀土的未来 [1]

Rare Earth Supply Chain - A rebel army in Myanmar has become a major player in the global supply of rare earths [1] - The rebel army's growing influence has implications for neighboring China [1]

On today’s Big Take Asia podcast, how a rebel army in Myanmar became a major player in the global supply for rare earths — and what its growing influence means for neighboring China. https://t.co/37RBnI7RFP ...

The $800 Million Rare Earths Portfolio Of Australia’s Richest Woman https://t.co/aeCu5whEyS https://t.co/aeCu5whEyS ...

Rare Earths & Critical Minerals Supply Chain - Establishing a domestic rare earth magnet manufacturing business is possible but faces challenges [1] - Building the infrastructure for harvesting and refining rare earths takes considerable time, impacting EV production [2] - Government intervention is warranted in cases of market failure or negative externalities related to public goods like climate [4][5] - Ford and other U S manufacturers have experienced production pauses due to rare earth supply shortages [6] - The U S refining infrastructure for rare earths is estimated to be up to speed within 5 to 10 years [7] Electric Vehicle (EV) Market & Policy - The transition to EVs accelerated after 2010, reaching approximately 10% market share [8] - IRS tax credits have significantly influenced EV sales, with potential slowdowns anticipated without them [8][9] - Domestic sourcing of critical minerals is crucial for climate and national security reasons [9] - The Trump administration invested in private industry, such as MP Materials, to advance domestic rare earth production [3]

Geopolitical Risk & Resource Control - China's grip on rare earths might not be as strong as you think [1] - Other countries will find ways around shortages when confronted with a ban on vital resources [1]

China has put strict export controls on rare earths. Western leaders consider the threat grave. But there are efforts to reduce the dependence on China in America, Japan and the European Union https://t.co/cCCltT3F17 ...

Geopolitical Risk & Trade - China is warning Western companies against hoarding rare earths, potentially leading to more severe shortage risks [1] - Orders exceeding historical averages may face stricter scrutiny to prevent stockpiling [1] Regulatory Scrutiny - Increased scrutiny targets large orders, especially those significantly above a company's historical average [1] Industry Impact - The US-China Business Council reports heightened scrutiny on orders to prevent stockpiling [1]