U.S. defence push hits China minerals snag: Reuters
President Donald Trump’s drive to eliminate Chinese critical minerals from U.S. defence supply chains by the start of 2027 is running up against the reality that domestic mining and processing…
MP Materials
AI emerges as new driver of rare earth demand: Sprott
Artificial intelligence is emerging as an unexpected new source of demand for rare earth elements, adding to military and clean-energy consumption just as Western governments pour billions of dollars into…
Billions in US-funded rare earths are Asia-bound: report
United States-backed rare earths producers are selling much of their output to Japan and South Korea because American magnet manufacturing has yet to catch up with Washington’s drive to build…
China blacklists US firms in rare earths war
China has imposed export controls on two American rare earth companies central to U.S. efforts to build alternative supply chains for critical minerals used in advanced manufacturing and defence. MP…
Rinehart’s $1B SpaceX bet targets mining beyond Earth
Australia’s richest person Gina Rinehart sees potential ties between its critical minerals portfolio and Elon Musk’s space venture as demand grows.
Arafura Rare Earths eyes Australia’s first ore-to-oxide mine at Nolans
Flush with a recent A$350 million ($246 million) investment, Arafura Rare Earths (ASX: ARU) is looking to a September construction start at its Nolans mine in Australia’s Northern Territory that…
MP Materials accuses USA Rare Earth of tech theft
MP Materials (NYSE: MP) has issued a lawsuit against USA Rare Earth (Nasdaq: USAR) alleging that its rare earth mining rival stole its proprietary magnet technology through an ex-employee. The…
China’s rare earths lead seen lasting post-summit: BMI
China’s stranglehold on the global rare earths supply is expected to “stay firmly in place” despite the recent summit between its President Xi Jinping and his United States counterpart Donald…
Rare earths get bulk of Trump’s ‘uneven’ $18.6B funding despite small role
Despite the Trump administration investing around $18.6 billion into critical mineral projects, the investment push is lopsided, with the rare earth supply chain receiving far more funding than other metals,…
Morgan Stanley flags five miners in space value chain
With a potential initial public offering (IPO) of SpaceX drawing closer, investors are increasingly turning their attention to the broader space economy and the companies positioned to benefit from its…
USA Rare Earth boosts Western supply chain in $2.8B deal for Brazil producer
USA Rare Earth (Nasdaq: USAR) plans to acquire Brazilian rare earths producer Serra Verde Group for a total value of about $2.8 billion, a move that could position the new…
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…