Layer3.news

nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqe6hurwwr086h60rkr9kvadgaywuelhw0ccams52dgzh237c9eekq4pst0k

RARE EARTH PRICES HIT TWO-YEAR PEAK AFTER MP MATERIALS STOPS CHINA SHIPMENTS

https://media.zenfs.com/en/reuters.com/ef1a191b3f4c1d0760057a99a6ee724b

✍️ Prices of rare earth elements have surged to their highest in over two years after a US miner stopped exporting raw materials to China, amid rising demand and a shift in the global supply chain.

👉 US miner MP Materials has stopped exporting raw materials to China 👉 China dominates the global rare earth supply chain, accounting for 90% of refining capacity and 70% of mined output 👉 The US has pushed back, signing a deal with MP to refine its output domestically 👉 The Chinese price of NdPr oxide has jumped to its highest level since March 2023 👉 The surge is expected to boost prospects for mine projects outside China

-- #EricOnstad #AmyLv #RyanCastilloux #NehaMukherjee #EllieSaklatvala #London #Beijing #China #US #business

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Eric Onstad Amy Lv Ryan Castilloux Neha Mukherjee Ellie Saklatvala London Beijing China

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqjuq3tge78j8a5lmv40579kewljer00m6udhp98y0m4vpy0p4rnvq6wehu8

RARE EARTH PRICES HIT TWO-YEAR PEAK AFTER MP MATERIALS STOPS CHINA SHIPMENTS

https://media.zenfs.com/en/reuters-finance.com/ef1a191b3f4c1d0760057a99a6ee724b

✍️ Prices of rare earth elements have surged to their highest in over two years due to a halt in exports from US miner MP Materials to China, amid rising demand.

👉 MP Materials halted exports to China due to rising demand 👉 Chinese price of NdPr oxide has jumped to 632,000 yuan per metric ton 👉 Rally expected to boost prospects for mine projects outside China 👉 West seeks to reduce its reliance on Beijing for rare earth supplies

-- #EricOnstad #AmyLv #RyanCastilloux #NehaMukherjee #EllieSaklatvala #LONDON #BEIJING #China #U.S. #business

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Eric Onstad Amy Lv Ryan Castilloux Neha Mukherjee Ellie Saklatvala LONDON BEIJING China

nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqwhextfdy9lak0aaynsnxrdt75fztxr90uedx6yal9rmckrt7kmpqw2fy0j

ANALYSIS-US RARE EARTH PRICING SYSTEM IS POISED TO CHALLENGE CHINA'S DOMINANCE

https://media.zenfs.com/en/reuters.com/614b0e5efc8e3c348039432c72217924

✍️ The US Department of Defense has agreed to guarantee a minimum price for rare earth minerals produced by MP Materials, a US-based company, in an effort to reduce China's dominance in the market.

👉 US Department of Defense agrees to guarantee minimum price for rare earth minerals produced by MP Materials 👉 Minimum price set at $110 per kilogram for neodymium and praseodymium 👉 Deal expected to have global implications, with other companies likely to increase prices 👉 US Department of Defense to become largest shareholder in MP Materials with 15% stake

-- #EricOnstad #RyanCastilloux #AlvaroCastellon #DominicRaab #DavidMerriman #LONDON #Washington #Texas #Chile #Brazil #UnitedStates #China #Germany #business

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Eric Onstad Ryan Castilloux Alvaro Castellon Dominic Raab David Merriman LONDON Washington Texas

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqk5cjpls7ryn3wgpurjg8uwh9a6zpcsxw7mtn2qssd4zxh9kdhp5svdu8fx

ANALYSIS-US RARE EARTH PRICING SYSTEM IS POISED TO CHALLENGE CHINA'S DOMINANCE

https://media.zenfs.com/en/reuters-finance.com/614b0e5efc8e3c348039432c72217924

✍️ The US Department of Defense has guaranteed a minimum price for rare earth minerals to MP Materials, a US-based miner, to help the company compete with China's dominance in the market.

👉 The US Department of Defense has guaranteed a minimum price of $110 per kilogram for rare earth minerals to MP Materials, a US-based miner. 👉 The move is expected to help MP Materials compete with China's dominance in the market. 👉 The deal will also provide a floor for other rare earth miners to command a similar price level. 👉 Analysts predict that the move will increase costs for consumers, such as automakers, but also provide a floor for other rare earth miners to command a similar price level.

-- #EricOnstad #RyanCastilloux #AlvaroCastellon #DominicRaab #DavidMerriman #London #Washington #Texas #Chile #Brazil #Santiago #Houston #Germany #business

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Eric Onstad Ryan Castilloux Alvaro Castellon Dominic Raab David Merriman London Washington Texas

nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqvt4f7wjd0qffkkdzckn6srcaad8djz5ql3flzk44ya8f37y6jeyqsugjwx

MP MATERIALS SEALS MEGA RARE-EARTHS DEAL WITH US TO BREAK CHINA'S GRIP

https://media.zenfs.com/en/reuters-finance.com/a520a07226a52859f99f65fb1922504a

✍️ MP Materials has announced a multibillion-dollar deal with the US government to boost the production of rare earth magnets and reduce China's dominance in the sector.

👉 MP Materials has announced a multibillion-dollar deal with the US government to boost the production of rare earth magnets. 👉 The deal will see the US Department of Defense become the largest shareholder in MP. 👉 The DoD will guarantee a floor price of $110 per kilogram for two rare earths, nearly twice the current Chinese market level. 👉 MP will build a new factory for rare earth magnets, lifting its output to 10,000 metric tons a year.

-- #KathaKalia #EricOnstad #ErnestScheyder #RyanCastilloux #JamesLitinsky #DonaldTrump #LasVegas #California #Texas #Bengaluru #London #business

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Katha Kalia Eric Onstad Ernest Scheyder Ryan Castilloux James Litinsky Donald Trump Las Vegas California

7/10/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqay8ra0rgw2xdfjw0f9c93nurl373cvlem2pl5l6g8ed44p88vtus48ac6h

LME FIRST-QUARTER VOLUMES JUMP 5.9% TO SECOND HIGHEST IN 11 YEARS

https://media.zenfs.com/en/reuters-finance.com/a9f1f34221a17ee3dcf2205361db4a98

✍️ The London Metal Exchange (LME) reported a 5.9% increase in average daily volumes in the first quarter of 2025, driven by strong demand for nickel, tin, and copper.

👉 LME average daily volumes increased by 5.9% in the first quarter of 2025 👉 Nickel ADV surged 28% in the first quarter 👉 Tin ADV jumped 22% in the first quarter 👉 Copper ADV gained 10.6% in the first quarter 👉 Lead ADV slipped 2.8% in the first quarter 👉 Aluminium ADV edged up by 1.2% in the first quarter

-- #MatthewChamberlain #EricOnstad #LouiseHeavens #JaneMerriman #London #HongKong #business

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Matthew Chamberlain Eric Onstad Louise Heavens Jane Merriman London Hong Kong business mainstream:perspective

4/2/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqvdhx85rnmvdjua02ml2zfu9tjaj4yguh0ke45dp7xzf5nehma2yqp389ya

EXCLUSIVE-LME FLOOR TRADER SIGMA IN TALKS TO SELL BROKERAGE, SOURCES SAY

https://media.zenfs.com/en/reuters-finance.com/c445afa8aa9e28fe993a47a6e6b21d22

✍️ Sigma Broking, a member of the London Metal Exchange, is in talks to sell its business after joining the exchange three years ago.

👉 Sigma Broking is in talks to sell its business 👉 The decision may be partly due to higher capital requirements 👉 The business has been thin recently 👉 Sigma recorded an after-tax loss of 1.37 million pounds 👉 Six parties are interested in buying the business

-- #PratimaDesai #EricOnstad #ChrisSmith #VeronicaBrown #MarkPotter #PolinaDevitt #London #HongKong #business

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Pratima Desai Eric Onstad Chris Smith Veronica Brown Mark Potter Polina Devitt London Hong Kong

2/7/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqaw444k7dc7wxup8ycqv43j8skcgme688x3huth0acv7xppm8zswqxy9z3c

US METAL BUYERS LIKELY TO TURN TO MIDEAST, CHILE AS TARIFFS BITE

https://media.zenfs.com/en/reuters-finance.com/981145cae042f36d2d47e3487019854d

✍️ US companies may turn to the Middle East, India, Chile, and Peru for aluminum and copper as they seek to avoid tariffs imposed by President Trump.

👉 US companies may turn to the Middle East, India, Chile, and Peru for aluminum and copper 👉 Canada and Mexico account for around half of US domestic silver consumption and around 10% of US copper consumption 👉 Tariffs could lead to a redirection of trade flows and potentially soften the impact of the tariffs 👉 Industry sources are waiting and monitoring Trump's announcements

-- #MelanieBurton #GlynLawcock #JorgeVazquez #WilliamOplinger #EricOnstad #PratimaDesai #VeronicaBrown #JasonNeely #Melbourne #MiddleEast #India #Chile #Peru #Canada #Mexico #UnitedArabEmirates #Bahrain #Switzerland #London #UnitedStates #business

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Melanie Burton Glyn Lawcock Jorge Vazquez William Oplinger Eric Onstad Pratima Desai Veronica Brown Jason Neely

2/3/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqrwe6ecy7tl8f9h963lnavm29720qjmkkk2m4twnkcgxxsuzg2xtsghy0lj

LITHIUM SUPPLY SURPLUS SET TO STAY WITH BATTERY MAKERS' HELP

https://media.zenfs.com/en/reuters-finance.com/84dae027f965d4de167854246241e604

✍️ Lithium mines, led by Chinese operators, are maintaining production despite weak prices, leading to a global supply glut and low prices for the mineral needed for electric vehicle batteries.

👉 Many lithium mines are maintaining production despite weak prices 👉 Chinese operators are leading the production 👉 Global supply glut is expected to last for several years 👉 Prices are expected to remain low 👉 Some battery makers own mines or have injected cash into operations

-- #EricOnstad #MartinJackson #CameronPerks #LukeAllum #London #China #Australia #Zimbabwe #Beijing #business

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Eric Onstad Martin Jackson Cameron Perks Luke Allum London China Australia Zimbabwe

12/10/2024

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AI by layer3.news

Filtering by: Eric Onstad · clear filter

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq2wx8ru49trk3wxded9u00uksj4gqhvsdq9zpm78cuctllfsh0e0q072j5h

TECHMET TO ADD TO PORTFOLIO, FEARS EUROPE LOSING BATTLE FOR CRITICAL MINERALS

https://media.zenfs.com/en/reuters-finance.com/1bded07cc6b0c3f8da4c5fd74dc70456

✍️ TechMet's CEO, Brian Menell, is evaluating portfolio additions, including bidding for a Ukraine lithium deposit, to reduce Chinese dominance in the critical minerals sector.

-- #BrianMenell #EricOnstad #London #Ukraine #Europe #Ireland #Brussels #China #UnitedStates #business

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Brian Menell Eric Onstad London Ukraine Europe Ireland Brussels China

11/5/2025

nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqe6hurwwr086h60rkr9kvadgaywuelhw0ccams52dgzh237c9eekq4pst0k

RARE EARTH PRICES HIT TWO-YEAR PEAK AFTER MP MATERIALS STOPS CHINA SHIPMENTS

https://media.zenfs.com/en/reuters.com/ef1a191b3f4c1d0760057a99a6ee724b

✍️ Prices of rare earth elements have surged to their highest in over two years after a US miner stopped exporting raw materials to China, amid rising demand and a shift in the global supply chain.

-- #EricOnstad #AmyLv #RyanCastilloux #NehaMukherjee #EllieSaklatvala #London #Beijing #China #US #business

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Eric Onstad Amy Lv Ryan Castilloux Neha Mukherjee Ellie Saklatvala London Beijing China

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqjuq3tge78j8a5lmv40579kewljer00m6udhp98y0m4vpy0p4rnvq6wehu8

RARE EARTH PRICES HIT TWO-YEAR PEAK AFTER MP MATERIALS STOPS CHINA SHIPMENTS

https://media.zenfs.com/en/reuters-finance.com/ef1a191b3f4c1d0760057a99a6ee724b

✍️ Prices of rare earth elements have surged to their highest in over two years due to a halt in exports from US miner MP Materials to China, amid rising demand.

-- #EricOnstad #AmyLv #RyanCastilloux #NehaMukherjee #EllieSaklatvala #LONDON #BEIJING #China #U.S. #business

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Eric Onstad Amy Lv Ryan Castilloux Neha Mukherjee Ellie Saklatvala LONDON BEIJING China

nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqwhextfdy9lak0aaynsnxrdt75fztxr90uedx6yal9rmckrt7kmpqw2fy0j

ANALYSIS-US RARE EARTH PRICING SYSTEM IS POISED TO CHALLENGE CHINA'S DOMINANCE

https://media.zenfs.com/en/reuters.com/614b0e5efc8e3c348039432c72217924

✍️ The US Department of Defense has agreed to guarantee a minimum price for rare earth minerals produced by MP Materials, a US-based company, in an effort to reduce China's dominance in the market.

-- #EricOnstad #RyanCastilloux #AlvaroCastellon #DominicRaab #DavidMerriman #LONDON #Washington #Texas #Chile #Brazil #UnitedStates #China #Germany #business

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Eric Onstad Ryan Castilloux Alvaro Castellon Dominic Raab David Merriman LONDON Washington Texas

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqk5cjpls7ryn3wgpurjg8uwh9a6zpcsxw7mtn2qssd4zxh9kdhp5svdu8fx

ANALYSIS-US RARE EARTH PRICING SYSTEM IS POISED TO CHALLENGE CHINA'S DOMINANCE

https://media.zenfs.com/en/reuters-finance.com/614b0e5efc8e3c348039432c72217924

✍️ The US Department of Defense has guaranteed a minimum price for rare earth minerals to MP Materials, a US-based miner, to help the company compete with China's dominance in the market.

-- #EricOnstad #RyanCastilloux #AlvaroCastellon #DominicRaab #DavidMerriman #London #Washington #Texas #Chile #Brazil #Santiago #Houston #Germany #business

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Eric Onstad Ryan Castilloux Alvaro Castellon Dominic Raab David Merriman London Washington Texas

nostr:nevent1qvzqqqqqqypzq53704dkn2v2nsehgyzexn9y92sny3j7t7yewycj0lauss6n99zuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqvt4f7wjd0qffkkdzckn6srcaad8djz5ql3flzk44ya8f37y6jeyqsugjwx

MP MATERIALS SEALS MEGA RARE-EARTHS DEAL WITH US TO BREAK CHINA'S GRIP

https://media.zenfs.com/en/reuters-finance.com/a520a07226a52859f99f65fb1922504a

✍️ MP Materials has announced a multibillion-dollar deal with the US government to boost the production of rare earth magnets and reduce China's dominance in the sector.

-- #KathaKalia #EricOnstad #ErnestScheyder #RyanCastilloux #JamesLitinsky #DonaldTrump #LasVegas #California #Texas #Bengaluru #London #business

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Katha Kalia Eric Onstad Ernest Scheyder Ryan Castilloux James Litinsky Donald Trump Las Vegas California

7/10/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqay8ra0rgw2xdfjw0f9c93nurl373cvlem2pl5l6g8ed44p88vtus48ac6h

LME FIRST-QUARTER VOLUMES JUMP 5.9% TO SECOND HIGHEST IN 11 YEARS

https://media.zenfs.com/en/reuters-finance.com/a9f1f34221a17ee3dcf2205361db4a98

✍️ The London Metal Exchange (LME) reported a 5.9% increase in average daily volumes in the first quarter of 2025, driven by strong demand for nickel, tin, and copper.

-- #MatthewChamberlain #EricOnstad #LouiseHeavens #JaneMerriman #London #HongKong #business

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Matthew Chamberlain Eric Onstad Louise Heavens Jane Merriman London Hong Kong business mainstream:perspective

4/2/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqvdhx85rnmvdjua02ml2zfu9tjaj4yguh0ke45dp7xzf5nehma2yqp389ya

EXCLUSIVE-LME FLOOR TRADER SIGMA IN TALKS TO SELL BROKERAGE, SOURCES SAY

https://media.zenfs.com/en/reuters-finance.com/c445afa8aa9e28fe993a47a6e6b21d22

✍️ Sigma Broking, a member of the London Metal Exchange, is in talks to sell its business after joining the exchange three years ago.

-- #PratimaDesai #EricOnstad #ChrisSmith #VeronicaBrown #MarkPotter #PolinaDevitt #London #HongKong #business

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Pratima Desai Eric Onstad Chris Smith Veronica Brown Mark Potter Polina Devitt London Hong Kong

2/7/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqaw444k7dc7wxup8ycqv43j8skcgme688x3huth0acv7xppm8zswqxy9z3c

US METAL BUYERS LIKELY TO TURN TO MIDEAST, CHILE AS TARIFFS BITE

https://media.zenfs.com/en/reuters-finance.com/981145cae042f36d2d47e3487019854d

✍️ US companies may turn to the Middle East, India, Chile, and Peru for aluminum and copper as they seek to avoid tariffs imposed by President Trump.

-- #MelanieBurton #GlynLawcock #JorgeVazquez #WilliamOplinger #EricOnstad #PratimaDesai #VeronicaBrown #JasonNeely #Melbourne #MiddleEast #India #Chile #Peru #Canada #Mexico #UnitedArabEmirates #Bahrain #Switzerland #London #UnitedStates #business

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Melanie Burton Glyn Lawcock Jorge Vazquez William Oplinger Eric Onstad Pratima Desai Veronica Brown Jason Neely

2/3/2025