稀土（钕镨）速报更新：缺口持续至 2027 年，与中国的价格脱钩将加速-Global Metals & Mining_ Rare Earths (NdPrO) SD update_ deficits to 2027, price decoupling from China to accelerate
2025-10-09 02:00
2 October 2025 | 3:10PM AEST Equity Research GLOBAL METALS & MINING Rare Earths (NdPrO) SD update: deficits to 2027, price decoupling from China to accelerate The Rare Earth (RE) market fundamentally changed in 2025 from a strategic perspective when the Chinese government imposed export restrictions on seven rare earth elements in April. Western governments and companies have responded with funding to support both an expansion of Western World RE magnet capacity and a pricing separation from the Chinese bas ...