Reuters: Rare Earth Prices to Fade as Mines Up Output, China Loses Dispute

Mar. 28, 2014

Uncertainty looming after WTO rules against China’s industry controls

Recently, Adamas Intelligence spoke with Reuters about the implications of the World Trade Organization’s (WTO’s) ruling against China’s rare earth industry controls.

Some key points emphasized during the discussion were:

  • If the recent WTO ruling leads to a softening of China’s rare earth industry policy measures, the nation’s only tangible defense becomes competing head-to-head on price with emerging global producers.
  • If we start seeing new mines being constructed outside of China and demand does not grow to absorb this new production, then China may see its rare earth element industry, at least the upstream end of it, under threat, leading it to undercut competitors on price.

Read more about what was discussed in this recent article from Reuters.

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