Rare earth elements – Demand dynamics and emerging producers
RockTalks is a Stockhead video series featuring a roundtable of resources experts discussing a new macro topic each week. The program is sponsored by Bridge Street Capital Partners, a leading ECM and principal investment firm focused on mining, energy & tech.
In this episode, host Peter Strachan takes a look at the rare earths market.
In the expert hot-seat for this discussion is Matthew Allen, CFO of Hastings Technology Metals (ASX:HAS).
The pair discuss a range of topics, including the drivers behind rare earths demand in 2021, recent pricing shifts, how concentrate pricing is decided, supply shifts away from Chinese producers, Hastings’ flagship project and more.
So tune in above to hear the panel discuss these topics.