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Roskill: Myanmar crisis set to disrupt rare earth supply availability

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On 1 February 2021, a coup d’état in Myanmar brought down the civilian government and imposed military rule. Myanmar is the world’s third-biggest miner of tin and in 2020 accounted for more than 95% of China’s imports of tin concentrate, used by smelters to make refined tin for circuit-board soldering.

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Adamas Intelligence: China became a net-importer of several rare earth oxides (or oxide equivalents) in 2018

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The report, Rare Earth Recap 2018: Global Production, Trade and Prices , provides an overview of global primary and secondary production by country, oxide (or oxide equivalent) and value in 2018, as well as global monthly trade of key rare earth materials originating from China and other important regions.

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Nikkei: China boosts domestic rare earths quota by nearly 30%

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China has increased its production quota for rare-earth metals by close to 30% for the first half of this year, according to a report by the Nikkei. Although it is the world’s dominant producer of rare earths, China still imports the minerals from abroad—primarily from Myanmar, Malaysia and Vietnam.

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Thailand’s EV industry growing rapidly

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The Thailand Board of Investment announced that Thailand has received more foreign direct investment supporting the country’s growing electric vehicle production ecosystem. The ASEAN member states are Brunei Darussalam, Cambodia, Indonesia, Lao PDR, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.

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Toyota develops “Total-care Service” for ride-hailing companies; rollout with Grab in Singapore

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In the future, Grab will also seek to implement the Toyota Production System (TPS), a system based on a philosophy of eliminating waste, to improve Grab’s business operational efficiency. Grab currently offers services in Singapore, Indonesia, the Philippines, Malaysia, Thailand, Vietnam, Myanmar and Cambodia.

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Yunnan Investment Group and BYD to open new energy vehicle plants in Southwest China

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Yunnan Province, located in far southwest China, has a population of about 50 million, concentrated in about eight large cities, and borders with Myanmar, Laos, and Vietnam. Currently, the province’s main manufacturing industries are iron and steel production, copper-smelting and commercial vehicle production.

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