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Dong Pao Rare Earth MineShin-Etsu Chemical (Japan)

Rare Earth Supply Chain Connection

Supply Chain Details

Material Shipped

Rare Earth Ore

Status

Supply Disrupted (Vietnam Export Ban Jan 2026)

Processing Roadmap

⛏️
MiningACTIVE
⚗️
Oxide SeparationACTIVE
🔩
MetallizationFUTURE
🧲
Magnet MfgTBD
1

Source: Mining Project

Company

Lavreco

Country

Vietnam

Type

Carbonatite/Clays

Status

Stalled / Revival Delayed

Target Production Year

2027

2

Destination: Processing Facility

Company

Shin-Etsu

Country

Japan

Process Type

Consumer Electronics

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