Alternative value chains for rare earths: The Anglo-deposit developers

TY - JOUR

T1 - Alternative value chains for rare earths

T2 - The Anglo-deposit developers

AU - Machacek, Erika

AU - Fold, Niels

PY - 2014/12/1

Y1 - 2014/12/1

N2 - The 2011 peak in rare earth element (REE) prices revealed a vast knowledge gap on the REE-based industry considered to be almost monopolized by Chinese players. A global value chain (GVC) framework is used to provide an understanding of value-adding segments of REE in their transformation from mine to market but inquiries on the currently most-advanced company strategies for alternative REE supplies form the cornerstone of this paper. The Anglo-REE deposit developer strategies are aligned with the value-adding segments and different approaches to integration and co-optation of REE processing competence are uncovered. On this basis the significance of alternative Anglo-REE-developer supplies is discussed and positioned in the perspective of Chinese industrial upgrading.

AB - The 2011 peak in rare earth element (REE) prices revealed a vast knowledge gap on the REE-based industry considered to be almost monopolized by Chinese players. A global value chain (GVC) framework is used to provide an understanding of value-adding segments of REE in their transformation from mine to market but inquiries on the currently most-advanced company strategies for alternative REE supplies form the cornerstone of this paper. The Anglo-REE deposit developer strategies are aligned with the value-adding segments and different approaches to integration and co-optation of REE processing competence are uncovered. On this basis the significance of alternative Anglo-REE-developer supplies is discussed and positioned in the perspective of Chinese industrial upgrading.

U2 - 10.1016/j.resourpol.2014.09.003

DO - 10.1016/j.resourpol.2014.09.003

M3 - Journal article

SN - 0301-4207

VL - 42

SP - 53

EP - 64

JO - Resources Policy

JF - Resources Policy

ER -