Top Tweets for #JLMag

3 days ago

JL MAG EXPANSION HANDS XI RARE EARTH LEVERAGE AHEAD OF TRUMP MEETING Key Details: #JLMag #RareEarth, the world's largest high-performance #magnet maker, plans to lift annual capacity 50% to 60,000 tonnes next year and add up to 20,000 tonnes in Baotou by 2028, while expanding into sophisticated components that widen its lead over Western competitors. Its dominance gives #Xi #Jinping a source of leverage when he meets #Trump on Thursday, as the #USA and its allies pledge to develop new sources of rare earths outside #China. Beijing is weighing expanded #export curbs this autumn and hopes to offer additional licences as a bargaining chip at the summit. Impact Assessment: China is moving up the value chain faster than the West can build #mines and #refineries, and JL Mag's scale, more than 10 times its closest US rival, preserves Beijing's pricing power. That strengthens Xi's hand and the case for sustained support of producers such as MP Materials. Licence relief would compress Western magnet premiums; new curbs would extend them. Thoughts of the day, Daily Market News over the last 24 hours. Read more, for the full analysis Thoughts for the day NEWS https://t.co/GGLqAump5c Review our quarterly earnings updates page. https://t.co/dKwXKoXwsy #FederalReserve #Tariffs #Investing #GlobalTrade #FinancialMarkets Follow me on X, search for @GryphonIAB

GryphonIAB's tweet photo. JL MAG EXPANSION HANDS XI RARE EARTH LEVERAGE AHEAD OF TRUMP MEETING

Key Details: #JLMag #RareEarth, the world's largest high-performance #magnet maker, plans to lift annual capacity 50% to 60,000 tonnes next year and add up to 20,000 tonnes in Baotou by 2028, while expanding into sophisticated components that widen its lead over Western competitors. Its dominance gives #Xi #Jinping a source of leverage when he meets #Trump on Thursday, as the #USA and its allies pledge to develop new sources of rare earths outside #China. Beijing is weighing expanded #export curbs this autumn and hopes to offer additional licences as a bargaining chip at the summit.

Impact Assessment: China is moving up the value chain faster than the West can build #mines and #refineries, and JL Mag's scale, more than 10 times its closest US rival, preserves Beijing's pricing power. That strengthens Xi's hand and the case for sustained support of producers such as MP Materials. Licence relief would compress Western magnet premiums; new curbs would extend them.

Thoughts of the day, Daily Market News over the last 24 hours.
Read more, for the full analysis

Thoughts for the day NEWS
https://t.co/GGLqAump5c

Review our quarterly earnings updates page.
https://t.co/dKwXKoXwsy
#FederalReserve #Tariffs #Investing #GlobalTrade #FinancialMarkets

Follow me on X, search for @GryphonIAB

SuperMetalPrice @supermetalprice

3 days ago

China’s Top Magnet Maker Expands Lead in Global Rare Earth Supply Chain - https://t.co/psnCVgQTC4 #RareEarths #CriticalMinerals #JLMag #SupplyChain #Magnets #EVs #Robotics #CleanTech #ChinaIndustry

Bulls N' Bears

@BullsNBearsWA

about 2 years ago

Mining company @hastings_tech has been given a significant stamp of approval for its Yangibana #rareearths project near Carnarvon in WA via a $7 million investment deal with world-renowned magnet supplier #JLMag. $HAS #BULLSNBEARSWA #ASX @smh https://t.co/A5zvtVsUR3

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