rom mid to late February 2025, the rare earth market has been on an upward trend. The Chinese authorities have announced new regulations that could tighten restrictions on rare earth production, intensifying concerns about supply shortages. Ongoing political instability in Myanmar, a major producer of rare earth minerals, as well as fears that rare earths could be used as a political tool in U.S.-Ukraine relations, have further fueled supply concerns. As a result, many rare earth elements have reached their highest prices since the fall of 2024.
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