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Trade wars threaten supplies as investors eye rare

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douginil   Thursday, 01/03/19 04:53:50 PM
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Trade wars threaten supplies as investors eye rare earths in 2019

January 3,2019

With the global agenda on green energy and the electrification of transport systems, the demand outlook for rare earths, in particular the magnet metals neodymium (Nd), praseodymium (Pr), and dysprosium (Dy) is quite positive. This could take a year or two before it translates into a surge in demand for the magnet metals from the anticipated 2020 electric vehicle (EV) sales, but this is not the only use of what is also referred to as technology metals in an industry ripe with demand from storage batteries to laser materials to nuclear storage rods.

Supply

Supply should remain tight globally and over 90% of the market is controlled by China, some would argue 95% for the processed materials as bringing on new supply just doesn’t happen overnight and requires a huge capital expenditure. Supply reforms, industry consolidation, and higher environmental standards will constrain China’s ability to rapidly increase rare earths (including NdPr) production. In fact, increased NdPr consumption combined with constrained supply could result in China moving from being the world’s major source of NdPr to a net importer by the early 2020’s.


Read more at:
https://investorintel.com/sectors/technology-metals/technology-metals-intel/will-2019-be-the-year-rare-earth-elements-get-to-shine/?utm_source=InvestorIntel+General+Email+List&utm_campaign=33d56038a2-INVESTOR_INTEL_DAILY_RSS&utm_medium=email&utm_term=0_e78262a875-33d56038a2-46124525

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