← Back to Supply Chain Map
Shin-Etsu Quảng Ninh → Ochang Strategic Metals Hub
Rare Earth Supply Chain Connection
🎯 2026 Milestone Watch
Supply Chain Details
Material Shipped
REE Metals & Alloys
Status
Active Corridor
Processing Roadmap
⛏️
MiningACTIVE⚗️
Oxide SeparationACTIVE🔩
MetallizationFUTURE🧲
Magnet MfgTBD1
Source: Intermediate Facility
Facility Name
Shin-Etsu Quảng NinhTarget Production Year
2026
2
Destination: Processing Facility
Facility Name
Ochang Strategic Metals HubTarget Production Year
2024
Geographic Route
From
Vietnam
Lat: 20.9400, Lng: 106.9000
To
South Korea
Lat: 36.7100, Lng: 127.4300
🇻🇳 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