China shows little sign of weakening in rare places

The advantage of China’s global rare land supply chain decides to confirm the confirmation of more export licenses through transactions with Europe and the United States, will not be easily reduced

Triple Shenzhen-listed Chinese companies He said this month Confirmed Beijing Exports Magnets with rare places – critical metals for cars, defense, semiconductors and other industrial products. But another firm, Baotou Inst Magnetic New Materials said there are export licenses last month can only be used for one Shipment.

In the case of automotive industry groups, magnets and heavy rare lands in Europe, there was only a maximum of six months in the event of long-term export licenses from China.

The diversification of the Chinese of rare lands is a limited long-term solution, according to the noted “extremely difficult” and the best, limited long-term solution, Rico Luman, the Netherlands and Logistics Economist.

China is the undisputed leader of the critical mineral supply chain, production About 60% of the supply of rare lands around the world and process Almost 90%, it means importing and processing these materials from other countries.

“Currently, Europe does not establish rare lands, and the United States has recently launched a small-scale production of neodymium and Praseodymium. However, the two regional scales are only part of global resources,” Luman said.

There are already European automatic automatic workers and high-tech enterprises in the United States stopped production or warned the deficiency This summer.

China has announced export control Seven rare land in early AprilAfter a large number of critical minerals in the past two years after a number of harsh restrictions. Washington had April Control is expected to return Once the United States and China, the 90-day tariff agreed to be punished in mid-May. After the trade talks in London this week, US officials said Beijing will allow more rare land exports to more.

Chinese approved “a certain number” of export permissions for rare land elements and related items, A spokesman for the Ministry of Commerce said on ThursdayAdding, China added that it will continue to exam and approve for these license applications.

This still needs to significantly improve the working conditions.

The market remains “volatile” after US-China trade talks in London, Philippe Keyhren, LA Rochelle, the leading director general of the largest rare land processing plant outside France Solvay.

In response to this unpredictability, the company said that the company uses repetitive material and learn alternatives to China.

“This is how we adapt to the current, unexpected situation, and I think that in this case, the best softening should be technology.” Solvay aims to ensure 30% of Europe’s rare land requirement until 2030.

China is easier for China, because China has controlled a large amount of global supply chains. For example, in batteries, China has ridden 68% of graphite 60% of the world’s litigation since 2019, 60% of the world’s lithium, according to the US Congress report since 2019, a global scale of 72% cobalt.

In a sign to prevent global enterprises from rare land supply to China, a few carmakers Including General Motors and BMW And great suppliers develop electric vehicles that are less than the content of a rare place. Was able to produce up to the levels that can reduce many more costs.

Automatic workers will have to run two ecosystems: China only for China, China in China, outside China, China’s independent analytics in China’s auto industry.

Separately, Almonty Industries General Director Lewis Black, China will receive an “significant time” to find the alternative to the issuance of rare places.

CNBC’s “Squawk Box Asia“Friday, Black, China, companies from other countries have been fired and the investors have been fired and protected the market share by the level of investors to the capitals.

Last year, the increase in restrictions on the export of civil use of civil use, which is likely to have military use. Rules are not limited to geographical location, ie can cover any Chinese operation with an external entity or individual Law firm Morrison Foerster.

In February, he later announced export control in China Critical minerals including tungstenAn extremely harsh metal used for accurate cutting tools, weapons and semiconductor production. Country Manages 80% of Tungsten Supply Chain.

A European company in need of tungsten powder last week, Oliver Kleinhempel, Executive Director of EQ resources, said that this is one of the best two tungsten repeat companies.

Western business, who consumed the tungsten, warned Chinese peers to force their peers to buy this market share.

Almonti Industries is expected to reopen a large tungsten mine in South Korea this year, but the company’s supply of metal is expected to meet only the United States, EU and South Korea.

“It was always inevitable, it was not something that was caught until he happened, and then everyone was: ‘What are we doing?'” Black said. He said the company’s tungsten laboratory hopes to be hopeful than wasted waste in production in the next two years.