Rare earths

[oak333]

China dominatesthe supply chains, with 70 % of the world exports:

https://www.visualcapitalist.com/chi...-earth-metals/

[yellowsnow]

look like japan get hit the hardest on rare earth supply from china
china could knock japan off its feet in EV domination.
No wonder toyota was pursuing hydrogen instead of BEV, now toyota is way behind of tesla.

[oak333]

Rare earth companies on a tear: MP Materials was up 15 % on Feb 24

https://www.fool.com/investing/2021/...h-as-15-today/

and 10 % today


https://bigcharts.marketwatch.com/ad...false&state=11

[oak333]

Information on rare earths companies:

https://secure.kaiserresearch.com/s3...eportID=362761

[oak333]

Here you have an informative report. Eg 1960-1980 it was USA
dominating the rare earths market.

https://elements.visualcapitalist.co...polized-china/

[jrtjrt]

Does anyone have a link for the spot price of vanadium? Can't find any info at all. Thanks.

[oak333]

Reserves of rare earths:

China 44,000,000 tonnes

Vietnam 22,000,000 tonnes

Brazil 21,000,000 tonnes

https://elements.visualcapitalist.co...b6984-45249127