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19.08.25 - 14:30
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Rare earth supply crunch: China′s export ban impacts EV industry, India seeks new partners (Times of India)
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China's export restrictions on rare earth magnets have created supply chain challenges for Indian industries, particularly electric vehicle manufacturers. The Indian government is actively addressing these disruptions through consultations and efforts to strengthen critical mineral supply chains. Bilateral agreements with mineral-rich nations and KABIL's initiatives aim to diversify sourcing and secure alternative supply channels....
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14.08.25 - 13:01
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Rare Earths Rally After Department Of Defense Sets A Price Floor (ZeroHedge)
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Rare Earths Rally After Department Of Defense Sets A Price Floor
By Metal Miner
The global rare earth metals market has seen a whirlwind of developments in the past few weeks, sending ripples through both supply chains and pricing. A series of U.S. and Chinese policy moves, from Washington's unprecedented price support for rare earth magnets to Beijing's export curbs, continue to reshape this critical sector.
U.S. Sets New Rare Earth Price Floor to Challenge China's Dominance
The United States recently escalated its efforts to reduce dependence on China by directly intervening in pricing. In mid-July, the Department of Defense struck a multi-billion-dollar deal with MP Materials, America's sole rare earth miner, guaranteeing a minimum price of $110 per kilogram for neodymium-praseodymium (NdPr) oxide.
That price floor, which is nearly double the current China-based market rate of around $60/kg, aims to incentivize domestic production of the super-strong magnets used in EV motors, wind tur...
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12.08.25 - 02:21
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Ant Group Denies Rumors Of Plans For Rare-Earth-Backed Stablecoins With PBoC (ZeroHedge)
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Ant Group Denies Rumors Of Plans For Rare-Earth-Backed Stablecoins With PBoC
Authored by Cailan Quinn via Decrypt.co,
Chinese tech giant Ant Group has denied online rumors that it is working with the People's Bank of China (PBoC) to launch a rare earth-backed RMB stablecoin.
The company said over the weekend that several articles had misled investors by suggesting the project was in development.
"Ant Group has never had such plans with relevant institutions. The public is advised to pay attention and beware of being deceived," it wrote on Weibo Sunday night.
The denial comes amid a wave of interest from Chinese companies in stablecoin technology as other countries shore up their regulations.
The interest, for now, is strictly international and not targeting domestic audiences.
Chinese regulators sent out guidance to brokerages last month to cool off on publishing research and making public comments related to stablecoins amid concerns it was renewing domestic interest in cryptoc...
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