Gruvdrift
Sällsynta jordartsmetaller
Gruva, separation och NdFeB-magneter för elbilar, vind och försvar.
⚠ Separations- & magnetsinterkapacitet
Viktiga flaskhalsar
- Rare earth mining & concentrateMining
China controls most separation capacity; Myanmar clay exports are geopolitically fragile.
Relaterade tickers: MP
- Separation & oxide productionProcessing
Separation chemistry expertise and environmental permits limit Western capacity additions.
- NdFeB magnet manufacturingManufacturing
China produces most finished magnets; non-Chinese auto OEMs seek qualified second sources.