Reshoring: Reshoring accelerates in rare earths and manufacturing
Investments in rare earth and manufacturing capacity accelerate amid trade tensions.
Global Desk · composed from 6 outlets · every claim links to its sources
What happened
Lynas will acquire Meteoric Resources for $674 million to secure the largest ionic clay rare earth oxide resource outside China. 1 Diversifying magnet rare earth supply chains outside China by 2035 would require about $60 billion in investment. 2 TMC Transformers received approval to raise Rs 550 crores to establish a manufacturing plant in India. 3
Why it matters
The $60 billion cost of supply chain diversification is modest compared to potential supply shock impacts of $6.5 trillion annually. 2 The Brazilian Caldeira project adds a significant rare earth resource base outside Chinese control. 1
What to watch
G20 trade ministers failed to reach agreement on excess factory capacity rules, a key factor in reshoring decisions. 56 US-India trade negotiations remain stalled while India faces potential 100% tariffs over continued Russian oil purchases. 4
Sources · 7
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