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USA Rare Earth(USAR.US)股价走高，截至发稿，该股涨超9%，报15.289美元。消息面上，其子公司 Less Common Metals(LCM)已与Solvay以及Compass Diversified(CODI.US)旗下的Arnold Magnetic Technologies签署稀土材料供应协议，为美国和欧洲稀土供应链的进一步本土化提供重要推动。根据协 议，LCM将利用其在稀土金属及合金制造方面的技术能力，为Arnold的先进永磁体生产提供高质量、稳 定且具战略意义的稀土材料供应。 ...

MP Materials (MP), a cornerstone of America’s rare-earth industry, has been on a turbulent ride. Its shares peaked near the $100 mark in mid-October, fueled by fears of Chinese export restrictions, only to slide 3.57% over the past month as U.S.-China trade tensions eased. It now trades 39.7% below its 52-week high. On Nov. 24, however, the stock staged a rebound, climbing 6.8% after BMO Capital (BMO) upgraded it from “Market Perform” to “Outperform” rating. It is the equivalent of “Buy” from “Hold,” even ...

Exclusive: Chinese rare-earth magnet companies are finding workarounds to their government’s onerous export restrictions, as they seek to keep sales flowing to Western buyers without falling afoul of Chinese authorities https://t.co/1nh0pU0alt ...

At least three Chinese rare-earth magnet producers have been granted export licenses that will enable them to accelerate shipments, Reuters reports https://t.co/jtfLQ3F6N0 ...

Core Insights - Rare earth elements (REEs) are increasingly critical in the geopolitical landscape and are essential for manufacturing electric vehicle (EV) motors, wind turbines, guidance systems, missiles, and various electronics [1] Industry Summary - The significance of REEs in modern technology and defense applications highlights their role as vital commodities in the current market [1]

Group 1 - The article does not provide any specific content related to a company or industry [1]

Core Viewpoint - Lynas Rare Earths is facing production shortfalls at its Kalgoorlie cracking-and-leaching plant due to repeated grid interruptions, which will impact its finished product output from the Malaysian refinery [1][2]. Production Impact - The company estimates a shortfall equivalent to one month's production this quarter, exacerbated by scheduled maintenance at its Malaysian kilns [2]. - Canaccord Genuity has revised its December-quarter neodymium-praseodymium (NdPr) output forecast to approximately 1,800 tonnes, projecting a 20% revenue drop to about A$220 million ($142 million) and a 35% decline in quarterly EBITDA to around A$77 million [3]. Market Reaction - Lynas shares in Sydney experienced a nearly 30% decline from late October to November 6, before slightly recovering to a closing price of A$15.02, with a market capitalization of A$15.1 billion ($9.7 billion) [4]. Operational Challenges - The Kalgoorlie facility operates under an interruptible supply scheme, leading to reliability issues and intensified shortages in November [5]. - The company is exploring short-term off-grid options while collaborating with the Western Australian government and Western Power, expecting to recover lost production within the financial year ending June 30 [5]. Long-term Considerations - Disruptions at the Kalgoorlie plant could have lasting effects, as it is Australia's first downstream rare earths processing plant with a capacity of about 9,000 tonnes per year of NdPr finished product [6]. - The Malaysian facility, the world's largest single separation facility, targets a capacity of approximately 12,000 tonnes per year of NdPr separation as part of its growth plan [6]. Inventory Management - Despite the disruptions, Lynas asserts it will still produce sufficient finished product to meet key customer needs this quarter, with inventories potentially mitigating immediate sales impacts [7].

Core Viewpoint - Lynas Rare Earths estimates a potential shortfall equivalent to one month's production at its Kalgoorlie facility in Western Australia during the current quarter [1] Company Summary - Lynas Rare Earths is facing a production shortfall at its Kalgoorlie facility, which may impact its overall output for the quarter [1] Industry Summary - The rare earths industry may experience supply constraints due to Lynas's production issues, potentially affecting market dynamics and pricing [1]

Even if the EU were to agree on countermeasures to China’s recent curbs on computer chips and rare earths, it is not clear that they would work https://t.co/xk8pPWLRGw ...