Pakistan's November 2026 Minerals Investment Forum touts rare earth potential, but REEx finds shipment claims and reserve ...
Zambia's refined copper exports challenge Western supply chain assumptions. REEx identifies electricity, financing, and ...
Ancient 1.4-billion-year-old rocks in six western states show twice the yttrium enrichment, offering a new targeting clue for ...
China extended its rare-earth trade truce to January 10, 2027, but MOFCOM's November 10 deadline creates a legal gap ...
Japan's Institute of Science Tokyo used AI system GMMag to identify 22 neodymium magnetic crystal candidates with ...
The Pentagon commits $2 billion to critical materials stockpiling via DLA, but investors need supplier details and delivery ...
India auctions 20 critical mineral blocks across eight states targeting rare earths and tungsten, but mineral rights are not proven reserves or guaranteed ...
U.S. magnet demand hits 48,000 tonnes but domestic output is just 300. Should Washington target defense supply chains instead ...
Trump's tariff war exposed U.S. vulnerability in rare earths, where China controls 90%+ of refining and still holds leverage ...
China controls 94% of sintered magnets and 59% of robot installations, creating a self-reinforcing loop that threatens U.S.
Highlights The newsletter suggests Lynas Rare Earths might be planning a strategic takeover of Iluka Resources. The merger could consolidate Australian government subsidies under a more technically ...
China's SASAC orders state enterprises to accelerate R&D and investment under the 2026–2030 Five-Year Plan, deepening ...
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