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.
WARNING
Vietnam enacts rare earth export licensing system effective immediately
Vietnam's National Assembly has passed comprehensive export controls requiring government approval for all rare earth mineral exports, reshaping Southeast Asia's critical minerals trade.