Lynas CEO on Business Strategy, Rare Earths

The video discusses the strong demand for rare earths outside China, driven by the global energy transition. It highlights supply challenges due to geopolitical factors and the need for local supply chains. The company faces operational challenges in Malaysia but is investing in new facilities to meet demand. Geopolitical risks, such as US-China tensions, influence business strategies. The impact of technological changes, like Tesla's shift away from rare earths, is also considered.

What role do local supply chains play in the context of globalization according to the speaker?

What is the significance of the IRA in the context of the speaker's business strategy?

How does the speaker view the future of rare earths in the automotive industry?