Daan de Jonge

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Daan de Jonge

Daan de Jonge

@Dejonge_Daan

Product Director at @Benchmarkmin covering critical mineral markets. All views are my own.

London Katılım Eylül 2021
178 Takip Edilen189 Takipçiler
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Daan de Jonge
Daan de Jonge@Dejonge_Daan·
‼️ #China Northern lowers #RareEarths concentrate price for Q3. Concentrate (dry, REO=50%) Ex-VAT prices so far in 2023: Q3: RMB 20,176/t (USD 2,793/t) Q2: RMB 31,030/t (USD 4,296/t) Q1: RMB 35,313/t (USD 4,888/t) How long before prices reach 'rational' levels?
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Daan de Jonge
Daan de Jonge@Dejonge_Daan·
And so #BenchmarkWeek begins with an opening speech from @Schwarzenegger on the importance of having a long term vision for reducing global carbon emissions.
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Daan de Jonge
Daan de Jonge@Dejonge_Daan·
"#China has asked exporters to report transactions of strategically important #rareearth metals and oxide products, as economic security remains high on the agenda for policymakers" Posturing or preparation for something larger? scmp.com/economy/china-…
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Daan de Jonge
Daan de Jonge@Dejonge_Daan·
Confirmation that Malaysia will allow export of processed #rareearth material. As we at Benchmark suggested previously, output from Lynas will likely not be impacted by the aforementioned export controls. asia.nikkei.com/Economy/Trade/…
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Daan de Jonge
Daan de Jonge@Dejonge_Daan·
A pleasure to present @benchmarkmin's #RareEarth forecast at #GigaAPAC in Tokyo last week. I discussed: 📈 Demand expectations for rare earths and REPM. 💡 China's role across the supply chain - and their ability to grow with the market. 💴 Recent efforts to de-risk supply.
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Caspar Rawles
Caspar Rawles@CDMRawles·
Great week this week - first #GigaAPAC in Tokyo 🇯🇵 Followed by the honour of being involved in proceedings at @UN in New York 🇺🇸 Critical minerals and batteries are the top topic of geopolitical discussion as we tackle climate change #ClimateWeekNYC
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Benchmark Mineral Intelligence@benchmarkmin

Benchmark is proud to announced that our Chief Data Officer, @CDMRawles will address the United Nations @UN in New York this week. Critical minerals for the energy transition are top of the geopolitical agenda. #ClimateWeekNYC un.org/en/climatechan…

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Dr. Matthew M. Wielicki
Dr. Matthew M. Wielicki@MatthewWielicki·
There is physically not enough material at current extraction rates to produce one generation of technology (which needs to be replaced every 20 years or so) to phase out fossil fuels. We either better start ramping up our mining efforts or drop this fantasy.
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Daan de Jonge
Daan de Jonge@Dejonge_Daan·
It was great to speak to @MiningNetwork_ about the #RareEarths market, specifically focusing on #China's capability to maintain dominance out in to the short, medium, and long term.
Mining Network@MiningNetwork_

CCP regulations on output and Bayan Obo's ability to scale up production has put a dampener on NdPr prices since 2022. Daan de Jonge, Lead @benchmarkmin joins Peter Gadsdon to provide an outlook on #rareearths. Full Interview 👉youtube.com/watch?v=QhmPYg… #NdPr #REE #REO #rareearthelements #rareearth #windturbines #magnets #evs #electricvehicles #Bautou #Byanobo #myanmar #mining #china

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Daan de Jonge
Daan de Jonge@Dejonge_Daan·
Gallium and Germanium are not rare earths! 🤣🤣 "China announced a crackdown on the export of the rare earth metals gallium and germanium, which are used to build computer chips." skynews.com.au/world-news/chi…
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Keşfet

@heppel_george @Schwarzenegger @themadstone @benchmarkmin @UN @CDMRawles @MatthewWielicki @MiningNetwork_