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Yen Phu Rare Earth Mine → Vietnam Rare Earth JSC (VTRE)
Rare Earth Supply Chain Connection
Supply Chain Details
Material Shipped
Rare Earth Concentrate (Mixed Oxalate/Carbonate)
Status
Operational / Compliant
Processing Roadmap
⛏️
MiningACTIVE⚗️
Oxide SeparationPENDING🔩
MetallizationFUTURE🧲
Magnet MfgTBD1
Source: Mining Project
Project Name
Yen Phu Rare Earth MineCompany
Thai Duong GroupCountry
VietnamType
Heavy Rare Earths (HREE) / Ionic Clays
Status
Operational / State Oversight
2
Destination: Processing Facility
Facility Name
Vietnam Rare Earth JSC (VTRE)Geographic Route
From
Vietnam
Lat: 21.8902, Lng: 104.6815
To
Vietnam
Lat: 20.8415, Lng: 106.6948
🇻🇳 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