A new study (opens in a new tab) finds that the rapid buildout of artificial intelligence data centers could become a significant new source of competition for critical minerals—not primarily because ...

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 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 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 ...

Beneath the misty mountains of northern Vietnam and the mineral-rich sands of its central coast lies a largely untapped treasure: some of the world’s most promising rare earth element (REE) deposits.

For decades, the world treated helium as a given, the gas that fills birthday balloons and makes voices squeak. It was cheap, apparently inexhaustible, and too trivial for strategic attention. Then, ...

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 ...

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, ...

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 ...

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 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, ...

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 ...