Insight #1 – There should be a scarcity premium on global rare earth miners such as Lynas The Chinese government has apparently asked industry executives what the impact would be if they restricted exports of rare earths to the rest of the world. Rare earths such as neodymium and dysprosium are essential in the production of EV motors, smartphones and other types of electronics. Export restrictions would be a big problem for the rest of the world since China represents 80% of global production. The market is already discounting the possibility of an export ban, with Australian miner Lynas’s share price more than doubling over the past year. But just like TSMC represents a strategic asset, Lynas should also enjoy a scarcity premium since it hardly has any competitors outside of China.
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