INFO
The Vietnam Pivot: How Export Bans are Building a New Processing Powerhouse
The $60M Lynas - LS Eco Energy cross-investment deal to build a rare earth metal plant in Vietnam is the first major "post-ban" victory for Vietnam's industrial policy - proving that Hanoi's export ban is successfully forcing a reorganization of the global magnet supply chain.
INFO
The $110 Floor: Japan and Lynas Rewrite the Rules of Rare Earth Policy
Lynas and Japan Australia Rare Earths (JARE) have finalised a supply deal to 2038 featuring a US$110/kg NdPr floor price—a landmark Sovereign Price Protection mechanism that structurally decouples Tier-1 rare earth producers from Chinese benchmark pricing.
INFO
Australia commits AUD$2.1B to Critical Minerals Development Fund expansion
The Australian government announces major expansion of the Critical Minerals Development Fund, targeting rare earth separation and heavy rare earth projects to compete with Chinese dominance.