US and Japanese buyers are draining the rare‑earth market, warns dealer

Andreas Kroll, a rare‑earth dealer, told Handelsblatt that US and Japanese buyers are purchasing so much of the market that it is being left empty. The comment signals tightening global supply of critical minerals essential for clean‑energy, defense and high‑tech industries, potentially pushing prices up and prompting supply‑chain diversification. Andreas Kroll (rare‑earth trader), US and Japanese industrial buyers, German and European renewable‑energy sectors. Market participants will watch for price movements, possible government stockpiling initiatives, and increased exploration or recycling efforts. Andreas Kroll, a rare‑earth trader with twelve years of experience, told Handelsblatt that American and Japanese purchasers are buying up the available supply, leaving the market depleted. He noted that while dependence on these minerals is large across sectors, it is remediable through diversification, recycling and new supply sources. The remarks highlight growing geopolitical and industrial pressure on critical mineral chains as clean‑energy and defense demand rise.

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