Andreas Kroll said that US and Japanese buyers are purchasing rare earths at a pace that is clearing the market. The comment highlights how crucial rare earths are for multiple industries and signals potential supply constraints and price volatility. Andreas Kroll (rare‑earths trader), US and Japanese buyers, and the broader rare‑earths supply chain. Continued strong demand could push prices up, prompting governments and companies to accelerate efforts to secure alternative sources, boost recycling, or build strategic reserves. Andreas Kroll, a rare‑earths trader with twelve years of experience, told Handelsblatt that American and Japanese customers are purchasing large volumes of rare earths, effectively emptying the market. He warned that many sectors remain highly dependent on these materials, but argued that the dependence can be overcome through diversification, recycling and policy measures. The interview underscores the strategic importance of rare earths for electronics, EVs, defense and renewables, and points to potential price pressure if buying continues. Likely next events: Rare‑earths prices may rise if buying continues Governments may introduce incentives for domestic mining or recycling Companies could accelerate substitution or recycling programs Potential strategic stockpiling by the US and Japan Sectors affected: Electronics Automotive (especially EVs) Defense Renewable energy (wind turbines) Regulatory implications: Possible export controls or tariffs on rare earths Subsidies or tax breaks for domestic rare‑earths projects Inclusion of rare earths in critical minerals lists Historical parallels: 2010‑2012 price spike after China restricted rare‑earths exports EU’s 2022 Critical Raw Materials Act US Defense Production Act expansions in 2023
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