https://www.techmetalsresearch.net/chinas-rare-earths-game-plan-part-1-the-effects-of-reduced-export-quotas/ Commentary & analysis on rare earths and other technology metals Wed, 21 Jul 2010 15:55:40 +0000 hourly 1 https://wordpress.org/?v=6.4.2 https://www.techmetalsresearch.net/chinas-rare-earths-game-plan-part-1-the-effects-of-reduced-export-quotas/#comment-406 Wed, 21 Jul 2010 15:55:40 +0000 https://www.techmetalsresearch.net/?p=1263#comment-406 John: thank you for your astute observations, as ever :-)

]]> https://www.techmetalsresearch.net/chinas-rare-earths-game-plan-part-1-the-effects-of-reduced-export-quotas/#comment-391 Thu, 15 Jul 2010 07:02:28 +0000 https://www.techmetalsresearch.net/?p=1263#comment-391 Finally it has happened, go Great Western Minerals.

]]> https://www.techmetalsresearch.net/chinas-rare-earths-game-plan-part-1-the-effects-of-reduced-export-quotas/#comment-390 Thu, 15 Jul 2010 06:54:26 +0000 https://www.techmetalsresearch.net/?p=1263#comment-390 China has a storied history of exporting products at very low prices to support the build out of its infrastructure, followed by gradual restriction of its exports as home-country demand increases. They crushed the battery industry in the ’90s to build out plants. Over the last decade, their battery exports have slowed to a trickle. The analog to what’s currently happening in the rare earth sector is amazing. It’s actually a pretty solid industrial policy, but it plays hell with non-Chinese producers who are forced out of business during the infrastructure development phase and handed some tremendous growth opportunities during the export restriction phase. My sense is that the change will probably favor non-Chinese REE producers, but may well cause market disruptions for REE based products until non-Chinese production ramps significantly.

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