Highlights GAO's July 2026 report finds battery recycling is the strongest near-term option for reducing U.S. dependence on imported lithium, cobalt, nickel, and copper. Feedstock availability is a ...

China's rare earth establishment is preparing an unusually broad 2026 Annual Academic Conference in Suzhou, October 23–26, bringing together researchers, producers, equipment suppliers, and downstream ...

Accelerating Transparency, Accuracy, and Insight Across the Rare Earth & Critical Minerals Supply Chain.

Highlights Gallium and germanium are byproduct metals recovered from alumina, zinc, and coal-ash processing, making their supply chains structurally tight and vulnerable to policy shocks rather than ...

Highlights China imposed new export licensing requirements on seven key rare earth elements, targeting U.S. industries and defense sectors as part of an escalating trade dispute. The export controls ...

Highlights Multi-institutional analysis reveals China controls 90% of rare earth processing and dominant shares of tungsten (80%) and antimony (60%), with 2025-2026 export controls triggering sixfold ...

Highlights U.S. rare earth production increased to 45,000 metric tons in 2024, but remains heavily dependent on foreign imports and refining capabilities. Global rare earth mining surged to 390,000 ...

Highlights Malaysia's Department of Environment requested an updated EIA for Lynas' processing expansion, but issued no rejection or suspension of the project. Lynas remains one of the only companies ...

2025 marked the shift from aspiration to action in building ex-China rare earth supply chains—mines secured funding, refineries broke ground, magnets shipped.

The rare earth magnet market is growing like a classic industrial megatrend—then behaving like a geopolitical fault line. In 2024, the market was roughly $19–20 billion, with consensus forecasts ...

Lynas reported a sharp annual profit drop to A$8 million, down from A$84.5 million. The company launched a A$750 million equity raise. CEO Amanda Lacaze signals a potential pause on the Texas rare ...

Highlights In 1995, GM sold Magnequench to a Chinese-linked entity, giving China control over 85% of key magnetic materials used in precision-guided munitions. China now controls the entire rare earth ...