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PSA Materials :Can China Hurt the West with a Rare Earth Export Ban? Lessons from the 2010~11 Spat with Japan

Can China Hurt the West with a Rare Earth Export Ban? Lessons from the 2010~11 Spat with Japan
Tags: Shin-Etsu Chemical (4063 JT), Hitachi Metals (5486 JT), China Northern Rare Earth (600111 CH), TDK (6762 JT), Showa Denko (4004 JT), AGC (5201 JT), Sojitz (2768 JT), Sumitomo Corp (8053 JT)
A rare earths spat which is interesting the markets is one of several to have arisen over recent years. Pelham Smithers puts the issue into context.
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Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries. 

The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012. 

Analysts
Pelham Smithers

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