Recent Dynamics in the Global CRITICAL Rare-Earths Market and ...

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Overview • An Introduction to the Rare Earths • Rare-Earth Demand • Current Rare-Earth Supply • Chinese Mining & Export Quotas • Rare-Earth Price Volatility • The Politics of Rare Earths • Other Supply & Demand Issues • Future Sources of Rare-Earth Supply
Disclaimer & Cautionary Statement The information contained in this presentation is provided by Technology Metals Research, LLC (“TMR”) and the author, for general educational purposes only. Certain information herein is based on third-party sources that are believed to be reliable, but whose accuracy is not guaranteed. It may also contain statements that could constitute forward-looking statements, describing expectations, opinions or guidance that are not statements of fact. Forward-looking statements may include, among others, statements regarding future market supply and demand, government policies, and other market dynamics, or the assumptions underlying any of the foregoing. In this presentation, words such as "may", "could", "would", "will", "likely", "believe", "expect", "anticipate", "intend", "plan", “goal”, "estimate" and similar words and the negative forms thereof are used to identify forwardlooking statements. Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that are beyond TMR's control, and which may cause actual results, level of activity, performance or achievements to be materially different from those expressed or implied by such forward-looking statements. This presentation is provided on an “as is” basis, and neither TMR nor the author make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the third-party information, data or charts contained herein, for any purpose. Use of all information herein is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy and timeliness. Any reliance placed on such information is therefore strictly at the risk of the user. In no event will TMR or the author be held liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this presentation or the information contained within it.
Page 1: Recent Dynamics in the Global CRITI
Page 5 and 6: Which are the 17 rare-earth element
Page 7 and 8: The rare earths can be divided into
Page 9 and 10: The “alphabet soup” of rare-ear
Page 11 and 12: Applications for REEs • Significa
Page 13 and 14: From where does the demand originat
Page 15 and 16: From where does the demand originat
Page 17 and 18: From where does the supply originat
Page 19 and 20: Recent Dynamics in the Global Rare-
Page 21 and 22: Chinese rare-earth export quotas
Page 25 and 26: Recent REO prices Sources: Technolo
Page 29 and 30: The WTO rare-earth trade dispute
Page 31 and 32: Critical REEs for clean energy Sour
Page 35 and 36: Future sources of REE supply Source
Page 37 and 38: Next challenge: producing separated
Page 39 and 40: Future sources of REE supply Source
Page 41 and 42: Existing and Proposed Non-Chinese C
Page 43 and 44: Thank You Jack Lifton Founding Prin

Recent Dynamics in the Global CRITICAL Rare-Earths Market and ...

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