How Rare Earths (What?) Could Be Crucial in a U.S.-China Trade War

And in one of its more strategic weapons, Beijing could use its dominance to cut off key parts of the global supply chain. China is the major supplier of a number of mundane but crucial materials and components needed to keep the world’s factories humming. They include obscure materials like arsenic metals, used to make semiconductors; cadmium, found in rechargeable batteries; and tungsten, found in light bulbs and heating elements.

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Vanadium price on runway to historical highs

According to Mike Luther of Global REEs Venture, the pricing outlook for critical minerals like Vanadium is becoming more pronounced in 2018-2019.  Luther indicates the intersection between increased demand for steel alloys and demand arising from vanadium used in the battery market will lead to supply chain volatility.

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1st Annual Technological Innovations in Metals Engineering conference in Haifa, Israel Makes Impactful Debut

More than 200 people from across the world attended the first Technological Innovations in Metals Engineering conference in Haifa, Israel, co-organized by Youngstown State University and Technion, the Israel Institute of Technology.

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Bloom Energy IPO Registration Statement Highlights Supply Chain Risk For Rare Earth Materials

Bloom Energy, whose fuel cells power Apple, eBay, Intel, and Equinix data centers by converting natural gas to electricity, revealed the risk the Company and its customers face in relation to rare earth elements in the recently filed IPO prospectus. At the present time, there is no capability to separate rare earth elements on an industrial scale in the USA. The only industrial scale separation facility is at Molycorp in California. However, the plant is only producing a concentrate at present. All of the rare earth elements produced at Molycorp are shipped to China for separation into the respective elements, including scandium.

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US Government Publishes Final 2018 List of Critical Materials

The US Interior Department published the final 2018 List of Critical Materials on May 18, 2018.   The story includes summary remarks and the final list of Critical Materials. The United States is heavily reliant on imports of certain mineral commodities that are vital to the Nation’s security and economic prosperity.

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