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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. The coup and resulting state of emergency quickly resulted in concerns in China over metal and mineral supplies from its neighbor. The conflict in Myanmar has escalated significantly in recent weeks.

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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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as China raised domestic mining, smelting and separation quotas for the first time in five years, and production in Myanmar and the US surged. Among the findings of this year’s report: In 2018, total global primary rare earth oxide production increased by 20.8%

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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. Yunnan also offers an annual water supply of 222 billion cubic meters, more than ten thousand cubic meters of water per person.

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