China rare-earth rubber for EV tyres tests commercial viability at premium price

China is commercializing high-performance rare-earth cis-butadiene rubber (ND9106) for EV and heavy-duty tyres, priced at 22,500 yuan/tonne versus 16,660 yuan for conventional BR9000. The premium reflects potential supply-chain leverage in the EV sector, but adoption depends on cost-performance trade-offs. This signals China's intent to extend rare-earth dominance beyond magnets into downstream materials.

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