WSJ: China Trade Fight Raises Specter of Rare Earth Shortage
Prices of rare earths crucial to high-growth markets soar as world’s dominant producer suggests it may limit exports
Earlier this week Adamas Intelligence connected with the WSJ to discuss the ongoing U.S. – China trade war and the prospect of rare earths being used as a political weapon.
Among the points emphasized:
- China is intentionally hinting that it may restrict supplies of rare earths to the U.S. but we believe recognizes that a broad embargo on rare earth exports is not strategically or economically in its best interest.
- As such, a ban on NdFeB permanent magnets that the U.S. relies on for high-growth industries like wind or electric vehicles, or an outright ban on rare earth exports to the U.S. defense industry is more likely.
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