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

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

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Ch<strong>in</strong>ese rare-earth export quotas<br />

• Ch<strong>in</strong>a has been issu<strong>in</strong>g export quotas for several years<br />

• Ostensibly to “remediate” environmental issues<br />

• Obvious “side-effect”: <strong>in</strong>ward re-location of supply cha<strong>in</strong><br />

• 2012: allocation cont<strong>in</strong>gent on better pollution controls<br />

• Allocations split between L <strong>and</strong> M/HRE production<br />

• Alloys <strong>and</strong> compounds not <strong>in</strong>cluded<br />

• 40% reduction <strong>in</strong> 2010 started <strong>the</strong> price <strong>in</strong>creases<br />

Ch<strong>in</strong>ese M<strong>in</strong><strong>in</strong>g & Export Quotas<br />

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