#ree #ken #hree #rbw #pre #cobr #mka
The story in rare earths is not finished, it's just begun.....
Capital will need to flow in the sector to develop a western based industry capable of bypassing
#china
Position accordingly
As usual some names are better than others 😉
China's rare earth export controls are driving prices sharply higher:
Yttrium, used in defense, aerospace, and chipmaking, has skyrocketed 14,000% since April 2025, to ~$1,100 per kilogram.
Terbium, used in permanent magnets for electric vehicles and wind turbines, has surged 350% over the same period, to ~$4,500 per kilogram.
Dysprosium, used to strengthen magnets in electric motors and defense systems, has risen 450%, to ~$1,450 per kilogram.
The surge has been fueled by China's export licensing requirements imposed on April 4th, 2025, covering 7 rare earth elements, including terbium, dysprosium, and yttrium, in retaliation for President Trump's tariff increases.
As a result, exports of yttrium, dysprosium, and terbium are down -50%, -60%, and -50% respectively since April 2025, compared to the 12 months before the controls.
China’s export controls are holding back some key rare earths.