Rare-Earth Miners in North America, Europe Could Get Boost From GM, GE -- Market Insight
Rare-Earth Miners in North America, Europe Could Get Boost From GM, GE -- Market Insight
Comentary by Adrià Calatayud
阿德里亚·卡拉塔尤德(AdriàCalatayud)连续剧
Plans by General Motors and General Electric to explore the creation of supply chains for rare-earth materials based in North America and Europe could give a boost to companies which own rare-earth projects there or are looking to build them. Listed companies like MP Materials, a U.S. company which owns and operates the Mountain Pass rare-earth mine and processing facility in California, and Toronto-based Neo Performance Materials, which has a rare-earth processing facility in Estonia, could be among the beneficiaries. Moreover, other listed companies such as Lynas Rare Earths, Rare Element Resources, Leading Edge Materials, Pensana, Canada Rare Earth or Texas Mineral Resources are exploring for rare earths, developing mines or planning to build processing plants in North America and Europe and could benefit in the future. China has long dominated global supplies of rare earths, but businesses and governments across the West have been trying to counter it. Last year, China accounted for around 58% of global rare-earth mine production, according to data from the U.S. Geological Survey. GM and GE Renewable Energy said they have signed a nonbinding agreement to develop a supply chain of rare earths and other materials needed for electric vehicles and renewable-power generation. If their plans go ahead, they would provide a major source of demand for those rare-earths projects.
通用汽车(General Motors)和通用电气(General Electric)探索在北美和欧洲建立稀土材料供应链的计划，可能会提振在那里拥有稀土项目或正寻求建设这些项目的公司。MP Materials和Neo Performance Materials等上市公司可能是受益者之一。MP Materials是一家美国公司，拥有并运营加州的Mountain Pass稀土矿和加工厂。Neo Performance Materials总部位于多伦多，在爱沙尼亚拥有稀土加工厂。此外，Lynas稀土、稀土资源、LeadEdge Materials、Pensana、加拿大稀土或德克萨斯矿产资源等其他上市公司正在北美和欧洲勘探稀土、开发矿山或计划建设加工厂，未来可能受益。长期以来，中国一直主导着全球稀土供应，但西方各国的企业和政府一直在努力应对这一局面。根据美国地质调查局(U.S.Geological Survey)的数据，去年，中国的稀土产量约占全球产量的58%。通用汽车和通用电气可再生能源公司(GE Renewable Energy)说，他们已经签署了一项不具约束力的协议，以发展电动汽车和可再生能源发电所需的稀土和其他材料的供应链。如果他们的计划得以实施，他们将为这些稀土项目提供一个主要的需求来源。
Market Insights are commentary which is independent of the news coverage by reporters at the Wall Street Journal.
市场洞察是独立于华尔街日报记者的新闻报道的评论。
Write to Adrià Calatayud at adria.calatayud@dowjones.com
写信给AdriàCalatayud，电子邮件：adria.calatayud@dowjones.com
译文内容由第三方软件翻译。