Matthew Gordon,
Ptolemy Capital
China controls 87% of the rare earths market which is making Electric Vehicle (EV) Brands nervous. They have asked Chinese EV manufacturers to diversify the supply chain and source some of the rare earths required from outside China, says Pensana. No-one is clear about the precise nature of the demands or conversations and timing, volumes and details are not known at this point. The rare earth market is fragmented so it will be interesting to see how the demands by the EV Brands will be met.
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20th February 2020 7 minute read
The government understands the vital developmental and economic role that a responsible mining industry o
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17th February 2020 5 minute read
My kids drive me nuts. My youngest son spends most days in his pyjamas playing computer games. My youngest daughter complains about never having enough data whilst she is creating her next Tik-Tok or editing videos of one of the animals being “so cute”. Each of our kids has three screens; a phone, iPad and …