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PRC RE-related output H1 2022 and Quota; The Also-Rans; F-35 production stopped for Chinese SmCo magnets; US/EU-Rare Earth Policy; MP's case; Shenghe investor call; Neo's poison pill;

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PRC RE-related output H1 2022 and Quota; The Also-Rans; F-35 production stopped for Chinese SmCo magnets; US/EU-Rare Earth Policy; MP's case; Shenghe investor call; Neo's poison pill;

2022 Rare Earths October 3

Oct 3, 2022
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PRC RE-related output H1 2022 and Quota; The Also-Rans; F-35 production stopped for Chinese SmCo magnets; US/EU-Rare Earth Policy; MP's case; Shenghe investor call; Neo's poison pill;

treo.substack.com

This post reaches you on departure from London, compiled during travel between various locations in North America. To say there may well be loose ends and errors/omissions. Comments and corrections a…

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