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Gareth Hatch is Managing Director of Strategic Materials Advisory, a UK-based consulting firm. He is a Visiting Professor of Critical Minerals and Materials at the University of Birmingham and a Strategic Advisor to the REIA. He was co-founder of Innovation Metals Corp. and co-inventor of the RapidSX separation process for rare earths. Previously, Gareth was Director of Technology at Dexter Magnetic Technologies, where he began his career focused on rare-earth permanent-magnet design and engineering.
As Beijing postpones additional export restrictions, Gareth examines four potential scenarios for the future of China’s export controls: permanent suspension of the additional restrictions, repeated postponements, selective implementation, and full implementation. Each carries different implications for rare-earth prices, supply availability, investment decisions and the development of alternative supply chains.
