Chinese Rare Earth Elements (REE) Miners
Bull Case on Chinese REE Miners:
Increasing domestic pressure to restrict REE exports from China.
China accounts for 60% of the world's mining of REE, China also accounts for over 80% of the world's REE refining. Refining is environmentally intensive & damaging.
The US & Australia are building out domestic supply chains, but unless they are willing to fight their own environmental regulations to refine what is mined, it still has to be sent to China.
Increasing global demand + restricted supply chains = higher prices = greater profits for Chinese REE miners / refiners (tracked in REMX).
China is bolstering its domestic semiconductor industry due to the restrictions from the US & West, which also require REE; Chinese domestic demand for REE is going to increase to support a domestic semiconductor foundry sector.
Cup & Handle pattern noted.
Increasing domestic pressure to restrict REE exports from China.
China accounts for 60% of the world's mining of REE, China also accounts for over 80% of the world's REE refining. Refining is environmentally intensive & damaging.
The US & Australia are building out domestic supply chains, but unless they are willing to fight their own environmental regulations to refine what is mined, it still has to be sent to China.
Increasing global demand + restricted supply chains = higher prices = greater profits for Chinese REE miners / refiners (tracked in REMX).
China is bolstering its domestic semiconductor industry due to the restrictions from the US & West, which also require REE; Chinese domestic demand for REE is going to increase to support a domestic semiconductor foundry sector.
Cup & Handle pattern noted.
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