Tag
Myanmar
Everything xin.bz has published on this topic — news, commodity deep dives, and future insights.
Commodity Deep Dive ·
Dysprosium Is the Heat-Resistance Rare Earth That Keeps High-Performance Magnets Working Under Stress
Dysprosium deep dive — the heat-resistance additive high-performance magnets depend on, fed by Chinese and Myanmar heavy-REE supply with separation capacity as the chokepoint.
Commodity Deep Dive ·
Terbium Is the Ultra-Scarce Magnet Additive Whose Value Comes From Heat, Efficiency, and Supply Concentration
Terbium deep dive — the ultra-scarce magnet additive priced on heat performance and supply concentration, fed by Chinese and Myanmar heavy-REE feedstock.
Commodity Deep Dive ·
Yttrium Is the Heavy-Rare-Earth Workhorse Behind Ceramics, Lasers, Phosphors, and High-Temperature Materials
Yttrium deep dive — the heavy-rare-earth workhorse behind ceramics, lasers, phosphors, and thermal-barrier coatings, sourced mostly from southern Chinese ionic clays.
Commodity Deep Dive ·
Antimony Is the Flame Retardant and Ammunition Metal That One Country Refines — and Licenses on Its Own Terms
Antimony deep dive — 110,000 t of world mine supply with China, Russia, and Tajikistan at 85.5%, Chinese smelters holding above 85% of refining capacity, dual-use export licensing, and metal at $51,800/t.