Rare earths
HIGHScore de risco ZRG
78
Tendência: +5.1%
92 EUR/kg · Preço ao vivo
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Rare earths — Risco supply chain e conformidade CRMA
Rare earths underpin NdFeB magnets in e-motors, wind turbines and precision drives. China dominates mining, separation and magnet production — Europe imports up to 98% of required oxides and metals. Since April 2025 export restrictions, lead times for dysprosium and terbium have tightened. CRMA classifies several REE groups as strategic; LkSG requires human-rights and environmental due diligence. Procurement volatility is not only price but availability of entire magnet grades: missing separation output in Jiangxi can stop German lines weeks later.
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