The Dispatch

India holds major rare earth reserves but lags badly in output. This briefing dissects new policies, IREL’s role, and operational risks for global supply…

China’s rare earth dominance is built on processing, not geology. An in-depth look at reserves, refining control, export policy, and operational risks to…

The US holds 1.9M MT of rare earth reserves but relies on foreign processing. Analysis of the reserve-to-production gap, Mountain Pass, MP Materials, and…

Greenland hosts major rare earth reserves but no production. A grounded briefing on projects, uranium politics, logistics, and long-term supply-chain…

Analysis of DRC cobalt mining, export quotas and artisanal flows, and why supply dominance has not translated into durable pricing power heading into 2026.

The EU Critical Raw Materials Act faces a widening implementation gap. Analysis of funding, permitting and supply risks for Europe’s critical minerals.

The EU’s CRMA sets a 15% rare earth recycling target by 2030. Materials Dispatch dissects the gap between legal ambition and real-world capacity.

Yttrium is emerging as a critical bottleneck in aerospace and semiconductor supply chains after China’s 2025 export controls. Technical, not just…

Myanmar rare earth mining in Kachin and China’s HREE controls have reshaped dysprosium and terbium supply. Technical, policy, and magnet-sector impacts.