Rare earths: New supply dynamics, China’s demand shift and the ASX’s emerging stars
Stockhead TV
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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.
Populating the expert panel for this discussion is Gavin Lockyer, MD of Arafura Resources (ASX:ARU) and Tim Harrison, CEO of Ionic Rare Earths (ASX:IXR).
The group discusses a range of topics, including changing rare earths supply dynamics, geopolitical shifts impacting suppliers, key demand thematics, the respective company’s cost reduction strategies, upcoming plans and more.
So tune in above to hear the panel discuss all things rare earths.
