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

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Alleged REE embargo in 2010 • Sep 2010: Chinese fishing boat collides with Japanese patrol boats near Senkaku Islands in East China Sea • China accused of suspending REE shipments to Japan • Japan releases fishing-boat captain • Alleged suspension of shipments “lifted”… • Whether or not it happened – it affected the outlook The Politics of Rare Earths 28
The WTO rare-earth trade dispute • March 2012: USA, EU & Japan initiate WTO action • Covers exports of wide range of rare-earth-containing materials • June 2012: State Council publishes REE white paper • Sets out position on various topics without tying into WTO case • July 2012: Dispute resolution panel set up • China likely to cite two GATT Article XX exceptions: • “necessary to protect human, animal or plant life or health” • “relating to the conservation of exhaustible natural resources” • China recently lost a similar case The Politics of Rare Earths 29
Page 1 and 2: Recent Dynamics in the Global CRITI
Page 3 and 4: Disclaimer & Cautionary Statement T
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 27: Recent Dynamics in the Global Rare-
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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