The Financial Times reports that China is squeezing supplies of the critical rare earth.
The Financial Times reports that Japan is months away from running out of yttrium, a critical rare earth, as China squeezes supply.
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@jackprandelli🇺🇸US needed about 48,000 tonnes of rare earth magnets last year. It made 300. China makes about 94% of the world’s sintered magnets. Now look inside a data centre. The chips run on gallium, germanium, arsenic and indium. The US imports all of each. Rare earths for the hard drives: 80% imported. Platinum: 85%. Tin: 73%. 2 dates make this urgent: On 1 January 2027, the Pentagon bans magnets with any Chinese, Russian, Iranian or North Korean step in the supply chain, from mine to finished magnet. On 10 January, the US-China truce that paused Beijing’s toughest rare earth rules runs out. China’s April 2025 controls never went away. Dysprosium and terbium prices outside China have risen 4-5 times since then. Money can’t close this gap fast. US magnet capacity is on track for about 5,000 tonnes by the end of this year, barely 10% of demand. Data centres, missiles and EV motors all draw on the same short supply. Which comes first a new truce, or a real US supply chain?
@AsiaLensSCOOP Japan months away from running out of critical rare earth #Yttrium as China squeezes supply https://www.ft.com/content/ebd3244a-9120-4773-b55f-41df77f60c93 (w @harrydemps @Urbandirt @Arjunneilalim)
@ftchinaJapan ‘months’ from running out of critical rare earth as China squeezes supply https://ft.trib.al/4S9s4sy@jackprandelli🇺🇸US needed about 48,000 tonnes of rare earth magnets last year. It made 300. China makes about 94% of the world’s sintered magnets. Now look inside a data centre. The chips run on gallium, germanium, arsenic and indium. The US imports all of each. Rare earths for the hard drives: 80% imported. Platinum: 85%. Tin: 73%. 2 dates make this urgent: On 1 January 2027, the Pentagon bans magnets with any Chinese, Russian, Iranian or North Korean step in the supply chain, from mine to finished magnet. On 10 January, the US-China truce that paused Beijing’s toughest rare earth rules runs out. China’s April 2025 controls never went away. Dysprosium and terbium prices outside China have risen 4-5 times since then. Money can’t close this gap fast. US magnet capacity is on track for about 5,000 tonnes by the end of this year, barely 10% of demand. Data centres, missiles and EV motors all draw on the same short supply. Which comes first a new truce, or a real US supply chain?@AsiaLensSCOOP Japan months away from running out of critical rare earth #Yttrium as China squeezes supply https://www.ft.com/content/ebd3244a-9120-4773-b55f-41df77f60c93 (w @harrydemps @Urbandirt @Arjunneilalim)@ftchinaJapan ‘months’ from running out of critical rare earth as China squeezes supply https://ft.trib.al/4S9s4sy@jackprandelli🇺🇸US needed about 48,000 tonnes of rare earth magnets last year. It made 300. China makes about 94% of the world’s sintered magnets. Now look inside a data centre. The chips run on gallium, germanium, arsenic and indium. The US imports all of each. Rare earths for the hard drives: 80% imported. Platinum: 85%. Tin: 73%. 2 dates make this urgent: On 1 January 2027, the Pentagon bans magnets with any Chinese, Russian, Iranian or North Korean step in the supply chain, from mine to finished magnet. On 10 January, the US-China truce that paused Beijing’s toughest rare earth rules runs out. China’s April 2025 controls never went away. Dysprosium and terbium prices outside China have risen 4-5 times since then. Money can’t close this gap fast. US magnet capacity is on track for about 5,000 tonnes by the end of this year, barely 10% of demand. Data centres, missiles and EV motors all draw on the same short supply. Which comes first a new truce, or a real US supply chain?@AsiaLensSCOOP Japan months away from running out of critical rare earth #Yttrium as China squeezes supply https://www.ft.com/content/ebd3244a-9120-4773-b55f-41df77f60c93 (w @harrydemps @Urbandirt @Arjunneilalim)@ftchinaJapan ‘months’ from running out of critical rare earth as China squeezes supply https://ft.trib.al/4S9s4sy@jackprandelli🇺🇸US needed about 48,000 tonnes of rare earth magnets last year. It made 300. China makes about 94% of the world’s sintered magnets. Now look inside a data centre. The chips run on gallium, germanium, arsenic and indium. The US imports all of each. Rare earths for the hard drives: 80% imported. Platinum: 85%. Tin: 73%. 2 dates make this urgent: On 1 January 2027, the Pentagon bans magnets with any Chinese, Russian, Iranian or North Korean step in the supply chain, from mine to finished magnet. On 10 January, the US-China truce that paused Beijing’s toughest rare earth rules runs out. China’s April 2025 controls never went away. Dysprosium and terbium prices outside China have risen 4-5 times since then. Money can’t close this gap fast. US magnet capacity is on track for about 5,000 tonnes by the end of this year, barely 10% of demand. Data centres, missiles and EV motors all draw on the same short supply. Which comes first a new truce, or a real US supply chain?@AsiaLensSCOOP Japan months away from running out of critical rare earth #Yttrium as China squeezes supply https://www.ft.com/content/ebd3244a-9120-4773-b55f-41df77f60c93 (w @harrydemps @Urbandirt @Arjunneilalim)@ftchinaJapan ‘months’ from running out of critical rare earth as China squeezes supply https://ft.trib.al/4S9s4sy—
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