Plan’s volume up sharply since its first announcement. Samsung and Hynix are among the leading firms.
The pace of growth is slowing but in line with forecasts.
Donald Rare Earth and Mineral Sands Project is one of the world's largest undeveloped heavy mineral sands resources.
Furthest developed heavy rare earth venture with product not committed to China.
Chinese company’s success shows the changing automotive landscape. Vertical integration from mineral mining to batteries is a central asset of BYD.
Could strengthen domestic clean energy industry but impede EV adoption rate.