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 ...

FT报道称，中国正警告西方企业不要囤积稀土，否则可能面临更为严重的短缺风险。美中贸易全国委员会的报告称，大额订单，尤其是“高于申请人历史平均水平的订单激增，会受到更严格的审查，以防止出现明显的囤积行为”。 https://t.co/XE3atR9M3J ...

Confronted with a ban on the vital resources, other countries will find ways around shortages. We explain why China’s grip on rare earths might not be as strong as you think https://t.co/9jrdfMOJML ...

Back when we were stopping the flow of ships to China, It was America's national security concern about how China would use those chips. In the military context, the development 24 hours later after the president cut that deal, is China saying we have national security concerns and we want to champion our own domestic names. Who has the upper hand in this negotiation.Well, I think that for China, a lot of the signaling that it has been engaged in is largely performative. We know that the Chinese continue to ...