SMM Analysis: Significant Decline in Myanmar's Unlisted Rare Earth Oxide Imports in November, Potential Resumption Soon

[SMM Analysis: November Saw Further Reduction in Myanmar Ore Imports]

It is understood that in November, shipments of unlisted rare earth oxides from Myanmar experienced a significant reduction due to geopolitical factors, accounting for only 37% of the total imports. However, according to miners, imports of Myanmar ore may resume by month-end or early next month, with the import volume of unlisted rare earth oxides expected to see a notable increase in January 2025.