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In this edition we have Jack Lifton with the article “America’s Rare Earth Magnet Problem Is Really an American Manufacturing Problem”, which challenges the familiar ambition of building supply chains from ‘mine to magnet’, arguing that without the manufacturing industries that consume those magnets, investment in new production capacity risks addressing only part of the problem. Gareth Hatch examines the implications of the latest US-China discussions in his article below, and what they might mean for the industry’s prospects in the months ahead. As well as a roundup of recent industry developments and news from REIA members.
