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ACF Equity Research says Chinese control of Rare Earths production is a ‘global strategic concern’


Christopher Nicholson and Renas Sidahmed, MD and Head of ESG at ACF Equity Research respectively, presented the key findings of their recently published research on the Rare Earths sector, providing investors with a deeper understanding of the macro drivers for commodity prices and the competitive landscape in which the Rare Earths metals sector operates.

Christopher and Renas presented and took live questions at our focusIR/London South East Natural Resources webinar on 5th December 2023, our final event of the year.

The Rare Earths Elements (REE) research is available to those private investors who are interested by registering for research at the ACF Equity Research website and asking specifically for this content.

The largest use of REEs is the production of permanent magnets – a critical component of clean energy applications (e.g., electric vehicles and wind turbines).

ACF expect strong demand in 22-32E for magnet rare earths, including neodymium, praseodymium and dysprosium.

China dominates REE mining supply, producing 57% of the world’s REE output.

Chinese REE market dominance is a global strategic concern because REEs are essential materials for electric cars, defence applications and net zero electricity generation

Analyst Bios

Christopher has been a financial analyst for over two decades and trained at Global US based fund manager Legg Mason. He founded ACF Equity Research over 10 years ago. Renas worked at both the IMF and the World Bank, Mitsubishi Securities in London and she is now head of ESG at ACF. Both are sought after commentators.

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