China's Export Restrictions on Rare Earth Minerals - Key Impact on Korean Companies

• In this insight, we discuss some of the key beneficiaries in Korea that could actually stand to gain from such export restrictions.

• We also discuss other Korean companies that could be negatively impacted by this move by the Chinese government.

• Despite the uncertainties related to China’s export restrictions of rare earths minerals, we do not expect sudden collapse of the entire semiconductor and EVs value-chain in Korea.