The Dispatch

The EU CRMA sets 2030 benchmarks for extraction, processing, and 25% recycling, but permitting, funding, and project execution are lagging.

The EU wants 15% rare earth recycling by 2030, but collection, separation, and magnet recovery capacity remain far behind the target.

China’s yttrium export controls are hitting aerospace and semiconductor supply chains, turning a niche rare earth into a visible bottleneck.

Myanmar disruptions and Chinese heavy rare earth controls are tightening dysprosium supply for EV motors, wind turbines, and defense magnets.

F-35 rare earth demand is measured in hundreds of kilograms across magnets, sensors, and power systems. The supply exposure still runs through China.

In-depth technical analysis of neodymium (NdFeB) magnet supply chains, Europe’s dependency on China, and the industrial constraints shaping EV and wind…

Lithium oversupply is resetting the market into 2026. The winners are low-cost, integrated supply chains that can survive weaker prices.

Executive pre-brief for Q2 2026 on critical minerals: rare earths, copper, nickel, lithium, graphite and cobalt. Key risks, scenarios and actions for…

MOFCOM paused select export controls, easing gallium and graphite licensing, but dysprosium spot gains and sub‑average exports signal continued heavy…