Selected China Rare Earth Industry Supply Chain Links (2020)

Companies of Interest Links
Market Research Report Links

North American RE Industry Links
China RE Industry Links
Europe RE Industry Links
ASEAN RE Industry Links
Other Country RE Industry Links

Note: This repository covers approximately 500 bookmarks and industry links developed during our FY20 RE mine-to-magnet supply chain research. Please note the collection cut-off date was July 31st 2020 and some links may change over time. These links are not offered with any guarantee or warranty covering the validity of the information that is contained within them.


Selected China RE Industry-Related News Articles

U.S.-China Policy: Hawks Got It Right, But Don’t Belong in Charge (August 3, 2020) https://www.bloomberg.com/opinion/articles/2020-08-03/u-s-china-policy-hawks-got-it-right-but-don-t-belong-in-charge
China Jan-Feb rare earth magnet exports fall 4.2% as virus curbs shipments (March 25, 2020)https://www.mining.com/web/china-jan-feb-rare-earth-magnet-exports-fall-4-2-as-virus-curbs-shipments/
China’s Power Over The Rare Earth Market Is A Lot Less Than You Might Think (May 28, 2019)https://www.continentaltelegraph.com/2019/05/chinas-power-over-the-rare-earth-market-is-a-lot-less-than-you-might-think/
Evaluating the mineral commodity supply risk of the U.S. manufacturing sector (February 21, 2020) https://advances.sciencemag.org/content/6/8/eaay8647/tab-pdf
Factors and competitiveness analysis in rare earth mining, new methodology (Brazilian Case Study) (March 2018) https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5854922/
Federal Government means business over critical metals, blocks Chinese investment in Northern Minerals (April 23, 2020)https://smallcaps.com.au/federal-government-critical-metals-blocks-chinese-investment-northern-minerals/
History offers lessons in escaping China’s rare-earth dominance (June 25, 2019)https://asia.nikkei.com/Economy/Trade-war/History-offers-lessons-in-escaping-China-s-rare-earth-dominance2
Mine, replace or recycle: can the US, Europe and Japan end reliance on China for rare earths? (June 29, 2019)https://www.scmp.com/business/article/3016447/mine-replace-or-recycle-can-us-europe-and-japan-end-reliance-china-rare
Rare earths: Why Europe needs to monitor China’s threat (June 6, 2019)https://www.cnbc.com/2019/06/06/rare-earths-why-europe-needs-to-monitor-chinas-threat.html
Report: Hongqiao Liu, “Rare Earths: Shades of Grey, Can China Continue To Fuel Our Global Clean & Smart Future,” China Water Risk, 2016https://www.chinawaterrisk.org/resources/analysis-reviews/can-we-build-a-clean-smart-future-on-toxic-rare-earths/
The Dystopian Lake Filled by the World’s Tech Lust (April 2, 2015)https://getpocket.com/explore/item/the-dystopian-lake-filled-by-the-world-s-tech-lust?utm_source=pocket-newtab
USA Rare Earth and Texas Mineral Resources Corp Announce Opening of First Heavy and Light Rare Earths Processing Facility Outside of China (December 19, 2020) https://www.prnewswire.com/news-releases/usa-rare-earth-and-texas-mineral-resources-corp-announce-opening-of-first-heavy-and-light-rare-earths-processing-facility-outside-of-china-300975088.html

Selected China-Related RE Corporate and Market Data

China Rare Earth Industry Report 2019-2023 (May 2019)https://www.globenewswire.com/news-release/2019/05/24/1843134/0/en/China-Rare-Earth-Industry-Report-2019-2023.html
Global and China Rare Earth Permanent Magnet Industry Report, 2018-2023 (March 2019) https://www.reportlinker.com/p05389598/Global-and-China-Rare-Earth-Permanent-Magnet-Industry-Report.html?utm_source=PRN
Permanent Magnet Market 2017-2025 (February 2017)https://aindustryreports.com/2020/02/14/permanent-magnet-market-2017-2025-by-key-vendors-alliance-hitachi-metals-thomas-and-skinner-mahindra-hinoday-lynas/
 Rare Earths and China: A Review of Changing Criticality in the New Economy (January 2019) https://www.ifri.org/sites/default/files/atoms/files/seaman_rare_earths_china_2019.pdf
Rare Earths Are a Paper Tiger in the U.S.-China Trade War (May 2019)https://www.bloomberg.com/opinion/articles/2019-05-30/we-all-need-to-calm-down-about-rare-earths
Rare Earths and China: A Review of Changing Criticality in the New Economy (January 2019)https://www.ifri.org/sites/default/files/atoms/files/seaman_rare_earths_china_2019.pdf