China & HK Strategy: Rare Earths - What and How?
US-China trade negotiation is heavily influenced by rare earths, with China processing 90% of the global supply and the US relying on China for...
22 Views
Know Your Rare Earth Elements As China Restricts Exports
As the world largest non-PRC rare-earth refiner, don't bet against Lynas as a strategic long-term supplier of critical materials in modern energy,...
1.3k Views
MV Global Rare Earth/Strategic Metals Index Rebalance: One Delete & Other Changes
Standard Lithium is a delete. Estimated one-way turnover of 8.9% results in a round-trip trade of US$61m. Pilbara Minerals is a passive buy...
645 Views
Will depressed prices force a Lynas raising?
Linus faces challenges with low rare earth prices, cash flow concerns, and the need for additional financing to support its operations and...
1.2k Views
MV Global Rare Earth/Strategic Metals Index Rebalance: One Add, One Delete & Other Changes
Vulcan Energy is an add and Tianqi Lithium is a delete. Estimated one-way turnover is 2.5% and the round-trip trade is US$37m. Vulcan is up a lot...
478 Views