Now this looks like VERY significant news which will hopefully benefit Lindian!:"Jack Lifton, Co-Chair of the Critical Minerals Institute (CMI) and a key speaker at the upcoming Magnetic Metals Show in Pasadena, CA, shared extensive insights into the economic implications of these tariff adjustments: “This allows American producers of these items to raise their prices and maintain those increased prices. All permanent magnets and magnet-enabled devices from China will now face a surcharge of 25% of the value of the contained magnets. This represents an opportunity for the mining industry as they can now increase the prices of their rare earths, rare earth metals, and alloys.”
Lifton further elaborated, “The supply chain is significantly impacted here. However, I want to caution that this allows the maintenance of high prices for these items in the United States and encourages price increases because many in the rare earth sector, especially the junior miners, are not profitable. By adding 25% to the price, they can sell their rare earth elements for 25% more, based on the contained value in a magnet from the Shanghai metal market, for example. This could make them profitable. Therefore, this change is going to trickle down to the miners and will definitely have an impact. “This is a significant shift because, interestingly, a 45% tariff on magnets implies that, since the prices of magnets and rare earths fluctuate daily, the tariff ensures that the price on the day of sale or purchase will be 25% above the stated Chinese price, likely from the Shanghai metal market. This is a substantial boost for the rare supply chain. I’m not sure it benefits the American consumer, as it certainly won’t lower prices at all.”
PS I tried to post about Jack Lifton and the potential value he could add to Lindian a few months ago, but my attempt to start a discussion on this was shut down by the usual suspect on here. Hopefully, "new rules" about playing nice now apply and we can try to turn this into a more normal shareholders forum which encourages discussion of different points of view and opportunities?
- Forums
- ASX - By Stock
- New US tariff on magnets to increase price REE miners receive
LIN
lindian resources limited
Add to My Watchlist
4.76%
!
22.0¢

Now this looks like VERY significant news which will hopefully...
Featured News
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
|
|||||
Last
22.0¢ |
Change
0.010(4.76%) |
Mkt cap ! $295.2M |
Open | High | Low | Value | Volume |
21.0¢ | 22.5¢ | 20.5¢ | $1.316M | 6.063M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 213325 | 21.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
22.5¢ | 30000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 207325 | 0.215 |
5 | 46500 | 0.210 |
9 | 350810 | 0.205 |
12 | 597000 | 0.200 |
2 | 201000 | 0.195 |
Price($) | Vol. | No. |
---|---|---|
0.230 | 194012 | 4 |
0.235 | 339328 | 7 |
0.240 | 905642 | 6 |
0.245 | 350000 | 2 |
0.250 | 111599 | 4 |
Last trade - 16.10pm 12/09/2025 (20 minute delay) ? |
Featured News
LIN (ASX) Chart |