The Chinese Society of Rare Earths has issued its second notice for its 2026 annual conference, scheduled for October 23–26 in Suzhou. The document announces no single commercial breakthrough. Its ...

The investment thesis is stronger than TELF’s article—but also more complicated. Rare Earth Exchanges® has previously examined Morgan Stanley’s forecast that the humanoid-robotics market could ...

The money is finally chasing the right bottlenecks. Serra Verde's 15-year offtake includes extraordinary floors of $2,050/kg for terbium and $575/kg for dysprosium. Energy Fuels is moving beyond oxide ...

The West spent decades looking at China as a low-cost manufacturing base. Beijing was building something far more consequential: an industrial system extending from critical minerals and chemical ...

Lynas Rare Earths (ASX: LYC), the world’s largest producer of rare earths outside China, posted (opens in a new tab) a 66% year-on-year revenue increase to A$200.2 million in the September quarter.

The report integrates government data, industry metrics, and cross-regional policy analysis to map the extent to which Chinese materials are embedded in global manufacturing. It tracks export volumes, ...

China controls nearly 90% of global rare earth refining capacity in 2025, including a near-monopoly on heavy rare earth elements (HREEs) like dysprosium and terbium. Through state-led consolidation, ...

Ask which US rare earth companies matter and you get a list of names. That list hides the thing that decides everything: rare earths pass through four separate industrial steps, almost nobody does ...

Rare earth elements – the 17 metals critical for technologies from fighter jets and electric vehicles to smartphones and wind turbines – have a pricing system as strategically important as it is ...

The drive to establish a domestic rare earth element (REE) supply chain in the United States has created high demand for skilled talent across upstream mining, midstream processing, and downstream ...

This provision was no accident. Lawmakers slipped it into the FY2023 NDAA, then tightened it in the FY2024 NDAA (§854), setting the January 2027 deadline. Both Republicans and Democrats recognized the ...

China has established a commanding lead in the production of rare earth permanent magnets – chiefly neodymium-iron-boron (NdFeB) and samarium-cobalt (SmCo) magnets. These are critical materials for ...