美國稀土提煉供應鏈早已多樣化,除了東南亞,還有南韓.................................
While MP Materials does not appear to have mining operations or rare-earth extraction directly in South Korea, there are established commercial and supply-chain relationships/involvements between MP Materials and South Korean firms. Here are the key points:
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Supply of rare earth oxide (NdPr Oxide) to South Korean firms
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A South Korean company Seongan signed a supply contract with MP Materials for 240 tons of neodymium-praseodymium (NdPr) oxide. Asiae+3?????+3Asiae+3
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The first shipment under that contract arrived at Incheon Port, South Korea. Asiae+1
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Domestic production using MP’s rare earth materials
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Market & supply chain shift
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MP Materials has changed its distribution strategy: rather than selling mostly raw concentrate (much of which historically ended up processed in China), they are now supplying higher value intermediates (oxides, separation) to non-Chinese customers, including in South Korea.
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