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Rare Earth Leverage

Myanmar's Heavy Rare Earth Corridor — Control, Pricing & the India-US Policy Inflection

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Myanmar's heavy rare earth corridor into China is genuinely consequential — and genuinely misunderstood. MSA's report applies strict evidence-tier discipline to separate what's verified from what's assumed, mapping the corridor, India's REPM scheme, and the real state of US policy interest.

MSA INVESTMENT VIEW08 / 2026
MATTHEWS
Strategic Advisory
Rare Earth Leverage
Myanmar's Heavy Rare Earth Corridor — Control, Pricing & the India-US Policy Inflection
20 pages19 sections

What's Inside

KEY FIGURES

Myanmar HRE Share~98% of China's imports
India REPM Scheme6,000 MTPA target
China Magnet Share94% of world supply
01

The Evidence-Tier Standard

What this report claims — and explicitly does not claim — with sources for both.

02

The Myanmar-China Corridor

The established feedstock relationship, mapped and verified.

03

India's Missing Middle

The REPM scheme, the bidding process, and the real geographic constraints.

04

US Policy Reality

What Executive Order 14272 actually established, without overreach.

05

Strategic Watchlist

Six diligence gates before any capital deployment in this corridor.

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Why MSA

  • Evidence-tiered. Every claim is sourced and labelled by evidence strength — verified, corroborated, or intelligence gap.
  • Institutional-grade. Built to the same design and rigour standard across MSA's entire research library.
PREPARED BY

MSA Research, Matthews Strategic Advisory — Bangkok, Thailand & Hong Kong