US rare earth market potential

Originally posted by bluesamurai: ↑

Many consumers and elected officials will very likely oppose the upcoming changes, but investors—particularly metals and mining investors—could be looking at a once-in-a-generation investment opportunity.Compared to traditional internal combustion engine (ICE) vehicles, EVs require a vastly greater number and greater amounts of key materials. Based on the latest figures from the International Energy Agency (IEA), a typical electric vehicle—including its battery—contains 207 kilograms of minerals, or six times the amount in a conventional car. There’s roughly two and a half times as much copper, and more than twice as much manganese. EVs also require lithium, nickel, cobalt, graphite and rare earths—minerals which aren’t typically found in traditional vehicles. QUOTE Future critical metal demand on growth path IMO

https://www.mining.com/web/green-gold-rush-investing-in-the-metals-and-minerals-powering-the-ev-and-solar-boom/

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Repeat after me: The selling prices of the rare earths and other commodities within China are still today too low. Thus, if the Chinese Government did not strictly control their export then the market would drive much of, if not all of, the supply out of China chasing the higher prices in the foreign marketplace. One current driver for such a foreign accumulation would be the stocking of strategic materials (stockpiling) by governments to protect their domestic industry’s security of supply. Another driver could well be inventory building by once-burned, twice-shy private corporations, finally reversing the 50-year reign of the just-in-time, no-inventory philosophy, which was a principal driver in the creation of this problem. QUOTE ARR being in the US abodes well for Government assistance in stockpiling rare earth to protect their market against fluctuations IMO

https://investorintel.com/critical-minerals-rare-earths/examining-the-pricing-challenges-of-rare-earths-in-chinas-market-from-a-global-perspective/