Physics Today: Wanted: Non-Chinese Rare Earth Elements

Oct. 4, 2018

Conditions ripe for Japanese magnet manufacturer to establish capacity in the U.S.

In September 2018, Adamas Intelligence spoke with Physics Today about the escalating U.S.-China trade war and its underscoring of the U.S.’ growing reliance on China for critical supplies of rare earth elements.

Among the key points emphasized during the discussion:

  • Given that there is currently no American-based alternative to China, it’s unclear how tariffs would have offered the US any near-term upside or how they would have inflicted any pain on China, so it makes sense that following consultation with industry and end-users, the plan has been abandoned.
  • Concern that China may limit supplies as the trade war escalates, coupled with the U.S.’ newly imposed ban on defense-related purchases of NdFeB magnets from China, makes the business case for a Japanese magnet manufacturer to establish production capacity in the U.S. evermore attractive.

Read more about what was discussed in this recent article published in Physics Today.

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