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

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 ...

Sweden has produced something rarer than another critical-minerals strategy: a roadmap that admits where the industrial system is broken. The 2026 Swedish Metals & Minerals Roadmap, looking toward ...

GAO describes battery recycling technology as mature and says it could begin reducing imports of lithium, cobalt, nickel, and copper within 2–3 years. That is plausible—but highly conditional.

China's robot industry is accelerating. At the 2026 World Robot Conference in Beijing, the Ministry of Industry and Information Technology reported first-half industry revenue of RMB165.5 billion ($23 ...

China's critical-minerals advantage is usually described as vertical integration: mine, separate, refine, make metals, manufacture magnets and feed them into enormous downstream industries. That is ...

Malaysia wants to transform its rare earth resources into a higher-value domestic industry rather than remain primarily a supplier of raw materials. A new Xinhua interview argues that Chinese ...

The junta has held bilateral meetings with the United Wa State Party, Ta’ang National Liberation Army, National Democratic Alliance Army, and Shan State Progress Party. The KIO argues that this divide ...

On August 8, 2026, the Fourth “Baiyun Forum” opened at the Baogang Hotel in Baotou. The event was organized by the State Key Laboratory of Comprehensive Utilization of Bayan Obo Rare Earth Resources ...

MP Materials (NYSE: MP) has secured a significant long-term agreement for separated gadolinium with an unnamed U.S. aerospace and defense customer, independently confirmed by Reuters. The customer, ...

China Plus One (C+1) is a diversification strategy in which companies retain significant operations or sourcing in China while adding manufacturing, suppliers or investment in alternative markets such ...