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.
The export of gallium and germanium from China is slowly recovering.
Operator Vital Metals had already sold company shares to Shenghe. Setback for the development of a supply chain more independent of China.
At the end of last week, China set the third series of production quotas for rare earths for the current year, as reported by Reuters.
Wood Mackenzie shows dynamic development in key sectors such as wind and solar energy but simultaneously points out dependencies in the supply chains.