China Northern Rare Earth fixes fourth-quarter concentrate supply priceMembers
A quarterly formula adjustment at 38,769 yuan per ton sets upstream costs while the Baotou exchange builds nationwide benchmark…
Company watch
All companies →JL MAG Rare-Earth
Every EAB briefing that touches JL MAG Rare-Earth — capital spending, plants, M&A, earnings and policy exposure. 5 briefings.
- First seen
- August 28, 2026
- Latest
- October 11, 2026
- With a linked document
- 4 of 5
- Subject of the briefing
- 5
- Desks
- Energy & Minerals (4), Trade & Policy (1)
China Rare Earth Group faces feedstock curbs from Myanmar
Cross-border shipments of heavy rare earth feedstocks remain throttled after conflict in Kachin State cut Chinese imports under…
China magnet export controls near end of one-year suspension
Western automakers and robotics builders stepped up rare earth magnet purchases as Beijing prepared to let a pause on…
China permanent magnet controls squeeze motor supply as alloy research stallsMembers
Export licensing and refining bottlenecks keep electric drive makers tied to standard rare-earth grades despite laboratory trials…
China mandates digital tracking codes for heavy rare earth shipments to tighten export control
The Ministry of Industry and Information Technology requires refiners to register dysprosium and terbium batches on a state…