Far East Capital Newsletter
How China messes around with the rare earths market
18 Nov 2023

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How China messes around with the rare earths market

Back in May 2023, a paper was released with the title "China's Rare Earth Subsidies and Structural Advantages; A Comprehensive List of China's Advantages That Must Be Overcome." There were 17 authors, including George Baulk, previously CEO of Northern Minerals, the company with the Browns Rare Earth Project in the Kimberley district of WA. Getting through this 77 page document is a hard slog, so I have tried to pick out the more pertinent points in the following summary. 

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