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
阿德里亞·卡拉塔尤德(AdriàCalatayud)連續劇
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.
通用汽車(General Motors)和通用電氣(General Electric)探索在北美和歐洲建立稀土材料供應鏈的計劃，可能會提振在那裏擁有稀土項目或正尋求建設這些項目的公司。MP Materials和Neo Performance Materials等上市公司可能是受益者之一。MP Materials是一家美國公司，擁有並運營加州的Mountain Pass稀土礦和加工廠。Neo Performance Materials總部位於多倫多，在愛沙尼亞擁有稀土加工廠。此外，Lynas稀土、稀土資源、LeadEdge Materials、Pensana、加拿大稀土或德克薩斯礦產資源等其他上市公司正在北美和歐洲勘探稀土、開發礦山或計劃建設加工廠，未來可能受益。長期以來，中國一直主導着全球稀土供應，但西方各國的企業和政府一直在努力應對這一局面。根據美國地質調查局(U.S.Geological Survey)的數據，去年，中國的稀土產量約佔全球產量的58%。通用汽車和通用電氣可再生能源公司(GE Renewable Energy)説，他們已經簽署了一項不具約束力的協議，以發展電動汽車和可再生能源發電所需的稀土和其他材料的供應鏈。如果他們的計劃得以實施，他們將為這些稀土項目提供一個主要的需求來源。
Market Insights are commentary which is independent of the news coverage by reporters at the Wall Street Journal.
市場洞察是獨立於華爾街日報記者的新聞報道的評論。
Write to Adrià Calatayud at adria.calatayud@dowjones.com
寫信給AdriàCalatayud，電子郵件：adria.calatayud@dowjones.com
譯文內容由第三人軟體翻譯。