Daan de Jonge

Product Director at @Benchmarkmin covering critical mineral markets. All views are my own.

[Daan de Jonge @Dejonge_Daan]

‼️ #China Northern lowers #RareEarths concentrate price for Q3.

Concentrate (dry, REO=50%) Ex-VAT prices so far in 2023:
Q3: RMB 20,176/t (USD 2,793/t)
Q2: RMB 31,030/t (USD 4,296/t)
Q1: RMB 35,313/t (USD 4,888/t)

How long before prices reach 'rational' levels?

[Daan de Jonge @Dejonge_Daan]

@heppel_george What can go wrong??

[Daan de Jonge @Dejonge_Daan]

It was a pleasure to chat with Mr. Litinsky on his experience developing Mountain Pass, current market conditions, and how they impact opportunities across critical minerals.

[MP Materials @MPMaterials]

CEO James Litinsky just wrapped a keynote fireside on rare earths and critical minerals production in Cali at #BenchmarkWeek $MP

[Daan de Jonge @Dejonge_Daan]

And so #BenchmarkWeek begins with an opening speech from @Schwarzenegger on the importance of having a long term vision for reducing global carbon emissions.

[Daan de Jonge @Dejonge_Daan]

"#China has asked exporters to report transactions of strategically important #rareearth metals and oxide products, as economic security remains high on the agenda for policymakers"

Posturing or preparation for something larger?

https://t.co/zupKp6pTOa

[Daan de Jonge @Dejonge_Daan]

Confirmation that Malaysia will allow export of processed #rareearth material. As we at Benchmark suggested previously, output from Lynas will likely not be impacted by the aforementioned export controls.

https://t.co/ZWeRAHBpHW

[InvestorNews.com @InvestorNewsCom]

#7 Top Read on #InvestorNews for this WK: #AraPartners Acquires #Vacuumschmelze: Mission Critical in the #ElectricVehicle Landscape https://t.co/wSpVS7sbY5

#RareEarths #CriticalMinerals @IN8News

[Daan de Jonge @Dejonge_Daan]

Great piece on the use of #rareearths in #WindEnergy by @themadstone:

https://t.co/MzmV1DXM69

[Daan de Jonge @Dejonge_Daan]

A pleasure to present @benchmarkmin's #RareEarth forecast at #GigaAPAC in Tokyo last week. I discussed:

📈 Demand expectations for rare earths and REPM.

💡 China's role across the supply chain - and their ability to grow with the market.

💴 Recent efforts to de-risk supply.

[Caspar Rawles @CDMRawles]

Great week this week - first #GigaAPAC in Tokyo 🇯🇵

Followed by the honour of being involved in proceedings at @UN in New York 🇺🇸

Critical minerals and batteries are the top topic of geopolitical discussion as we tackle climate change

#ClimateWeekNYC

[Benchmark Mineral Intelligence @benchmarkmin]

Benchmark is proud to announced that our Chief Data Officer, @CDMRawles will address the United Nations @UN in New York this week.

Critical minerals for the energy transition are top of the geopolitical agenda.

#ClimateWeekNYC

https://t.co/b4SJbyyKN3

[Daan de Jonge @Dejonge_Daan]

It's unclear at this point if this will include the output from Kuantan, operated by Lynas $LYC. If it doesn't, then we are talking about effectively non existent and hypothetical #RareEarth volumes.

[Paola Rojas 🐝 @paola_rojas]

The rare earth plot thickens.

Granted, Malaysia‘s production is not huge.

But more ex-China sources for the commodity are needed, not fewer.

[Daan de Jonge @Dejonge_Daan]

@MatthewWielicki Germanium is not a rare earth metal

[Daan de Jonge @Dejonge_Daan]

It was great to speak to @MiningNetwork_ about the #RareEarths market, specifically focusing on #China's capability to maintain dominance out in to the short, medium, and long term.

[Mining Network @MiningNetwork_]

CCP regulations on output and Bayan Obo's ability to scale up production has put a dampener on NdPr prices since 2022. Daan de Jonge, Lead @benchmarkmin joins Peter Gadsdon to provide an outlook on #rareearths.

Full Interview 👉https://t.co/XWsVruLNU3

#NdPr #REE #REO #rareearthelements #rareearth #windturbines #magnets #evs #electricvehicles #Bautou #Byanobo #myanmar #mining #china

[Daan de Jonge @Dejonge_Daan]

Contribution of $258 million allocated to new facility by US govt. for a #RareEarth processing facility in the #US by $LYC

https://t.co/csDhVVi4G0

[Daan de Jonge @Dejonge_Daan]

Gallium and Germanium are not rare earths! 🤣🤣

"China announced a crackdown on the export of the rare earth metals gallium and germanium, which are used to build computer chips."

https://t.co/lVLqC48CII

[Daan de Jonge @Dejonge_Daan]

Really great chat with @MPMaterials's James Litinsky at @benchmarkmin's recent conference in DC. Highly recommended for anyone following #RareEarths and #PermanentMagnets

[MP Materials @MPMaterials]

📽️ A few weeks ago, James Litinsky sat down for a fireside chat at the @benchmarkmin DC conference

$MP

[Daan de Jonge @Dejonge_Daan]

EU grant of 18.8 million EUR for Neo's Silmet facility to produce #rareearth #permanentmagnets from the Just Transition Fund.

https://t.co/yZnyZPyet7

[AG @AKGupta_001]

China gives green light to its first thorium-powered #nuclear reactor https://t.co/f0BM1NX7Jw via @scmpnews

[Daan de Jonge @Dejonge_Daan]

Output from Myanmar is crucial in meeting demand for key #rareearths such as #dysprosium. @benchmarkmin analysis indicates a disruption of greater than 25% will lead to serious market tightness for heavy rare earths. Is capacity in #China elastic enough?

https://t.co/SLJEjDCuYh