EV supply chain
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Rare-Earth Magnets Are Turning Into The Next Localization Trade
The rare-earth story is heating up again, but this time traders care less about geology and more about where separation, refining, and magnet-making can actually happen outside China.
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LFP Is Becoming the Volume Battery Trade Across the U.S., Europe, Japan and Korea
The latest battery headlines point to a quieter but more durable rotation: cheaper LFP chemistry is moving from a fallback option into the volume layer for entry EVs and grid storage.
