Globally, mining regulations will tighten on the back growing awareness and concern over environmental damage, social impacts and climate change. A case study of two recent mine tailings dam failures demonstrates the implications for miners of increasingly stringent regulations, namely, rising costs and reputational damage.
The Chinese's government's strategy to regain rare earth pricing power will be nullified by increased output in other rare earth producing countries. China's production will decrease due to domestic sector consolidation and freezing production quotas.
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Thanks, BMI Research