Anna K.

Heavy rare earth prices reflect thin spot trading, contract terms and export access. We explain Dy/Tb benchmarks and the China–offshore price divide.

MP Materials’ $110/kg rare earth price floor transfers downside risk to Washington. We examine what it delivers—and how to assess added processing…

Nova Minerals’ Alaska approvals authorize Phase 1 construction and operations, advancing a federally funded antimony project targeting production in 2027.

Donald’s conditional A$180 million approvals advance mine financing, while its rare-earth supply case hinges on processing Australian concentrate in Utah.

The 2027 defense critical minerals waiver cutoff expands sourcing exposure. We assess covered materials, contract terms and upstream origin evidence.

U.S. black mass and tungsten scrap controls reshape feedstock access. We assess BIS authorization, domestic retention and European shipment requirements.

European entities face MOFCOM designations and rare-earth licensing rules. We distinguish country-level listings, supply exposure and suspension scope.

How to map critical-mineral counterparties, owners, sites and routes against China’s export controls — and which changes force you to requalify a source.

A framework for assessing China’s export controls across rare-earth products, named entities, ownership links, end uses and supply-continuity risks.

China’s gallium licensing regime and U.S.-targeted ban exposed a fragile non-Chinese supply chain. Here is what buyers should watch before 2027 tightness.

China’s gallium controls since 2023 show how licensing, technology restrictions, and temporary suspensions keep Western defense and semiconductor buyers exposed.

A reality check on 12 China-independent critical mineral claims, separating investable resilience from narratives that still depend on Chinese processing.

Water, tailings, indigenous consent, and governance disputes are becoming core supply reliability risks for rare earth and critical mineral projects.

China’s rare earth and BeiDou supply chains sit behind both Israeli missile defense and Iranian strike capabilities, creating a hidden defense exposure.

China’s 0.1% rare-earth rule (Announcement 61) is paused until Nov 10, 2026 in law; Beijing says the truce runs to Jan 10, 2027. What changes for exporters.

China’s Nov 10 and Nov 27, 2026 suspension dates still stand in law, though Beijing says the truce runs to Jan 10, 2027. What is covered and what to do.

Project Vault pairs a proposed $10B critical minerals stockpile with a 55-nation framework. The real test is scope, price support, and execution.

Ford’s 2025 Explorer production halt exposed how rare earth magnets, dysprosium, and terbium can turn a minerals constraint into an automotive shutdown.

The Pentagon’s equity push into rare earths and missile propulsion is reshaping critical minerals industrial policy, governance risk, and supply resilience.

Australia is using reserves, equity stakes, and offtake shifts to reduce dependence on Chinese rare earth, gallium, and antimony supply chains.