Rebels take control of Myanmar rare earth mining hub
With Myanmar responsible for 57% of global dysprosium and terbium supply, prolonged disruption would limit feedstock for permanent magnets used in virtually all EV motors.
Lomiko said government officials weren’t giving the company a chance for consultation and permitting through economic and proposed feasibility studies.
Some investors who already have energy transition equities in their portfolio could benefit from having metals as a hedge for those stocks, one analyst says.