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Dong Pao Rare Earth Mine → Shin-Etsu Chemical (Japan)
Rare Earth Supply Chain Connection
🎯 2026 Milestone Watch
Supply Chain Details
Material Shipped
Rare Earth Ore
Status
Supply Disrupted (Vietnam Export Ban Jan 2026)
Processing Roadmap
⛏️
MiningACTIVE⚗️
Oxide SeparationACTIVE🔩
MetallizationFUTURE🧲
Magnet MfgTBD1
Source: Mining Project
Project Name
Dong Pao Rare Earth MineTarget Production Year
2026
2
Destination: Processing Facility
Facility Name
Shin-Etsu Chemical (Japan)Geographic Route
From
Vietnam
Lat: 22.3300, Lng: 103.4800
To
Japan
Lat: 35.6845, Lng: 139.7672
🇻🇳 Vietnam Integration Model
Vietnam's 2026 model prioritizes domestic metallization over raw exports, reducing midstream friction.
Processing CapEx-35% vs Australia
Energy OpEx (Industrial)-20% vs global avg
NKN STRATEGIC ADVANTAGE