Moonshot puts global metals scramble on display
Artemis II is set to lift off tomorrow, spotlighting the geopolitical race for the metals behind modern spaceflight. The flight around the Moon, without landing, will carry astronauts aboard the…
Lynas Rare Earths
Lynas expands non-China supply chain in Vietnam deal
Australia’s Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) is moving deeper into Asia’s non-Chinese production sector as it advances a deal with South Korea’s LS Eco Energy that includes about…
Aclara nears new rare earth supply chain outside China
Aclara Resources (TSX: ARA) has inaugurated its rare earths separation pilot plant in Virginia, marking the start of one of the few integrated supply chains for the metals outside of…
Lynas-Japan deal ‘insulates’ from China rare earth prices
A revised deal between Australia’s Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) and Japanese customer JARE firms up supplies of heavy rare earths and creates a price floor as a…
Rare earth supply crunch triggers global power shift
Governments and industry are scrambling to loosen China’s grip on rare earths, but new supply will arrive too slowly to prevent shortages, shifting pricing power to a handful of miners…
West speeds up pursuit of China in supply chain race
Lynas Rare Earths (ASX: LYC), Energy Fuels (TSX: EFR; NYSE: UUUU) and MP Materials (NYSE: MP) are among Western companies chipping away at China’s enormous lead in rare earths. Leading the charge is the Lynas Mt Weld mine in Western Australia and its…
Energy Fuels eyes top Western rare earths output
A new bankable feasibility study for Energy Fuels’ (TSX: EFR; NYSE: UUUU) White Mesa mill in Utah suggests the plant could become one of the biggest producers of separated rare…
China-Japan rare earth spat curbs exports
China’s threats this week to restrict rare earths exports to Japan could harm the Japanese economy and manufacturers, which heavily depend on China for supplies of the critical minerals. China’s…
Rare earth trade talks top mining trends: Wood Mac
The shift of rare earth elements to the centre of global trade negotiations is a leading trend in mining, according to a new report by natural resources consultancy Wood Mackenzie….
Power cuts hit Lynas; Canaccord flags fiscal-2026 earnings risk
Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) says repeated grid interruptions this month at its new Kalgoorlie cracking-and-leaching plant will leave a shortfall in mixed rare earth carbonate feed this…
Government equity in miners becomes U.S. norm
The Trump administration is ratcheting up government ownership in mining companies that are nominally Canadian, raising questions about whether Ottawa plans similar investments. Trump has ordered his Department of War…
Lynas flags Texas rare earths plant uncertainty
Australia’s Lynas Rare Earths (ASX: LYC), the largest rare earths producer outside China, sees “significant uncertainty” around its proposed Texas heavy rare earths plant, pivoting instead to serve U.S. buyers…