Sentiment Analysis

Australia deploys price-banded critical mineral reserves, a $200M Arafura stake, and the VHM–Shenghe split to decouple rare earths, gallium & antimony…

Albemarle’s $4B Kemerton shutdown shows Western lithium hydroxide refining is structurally uncompetitive vs China, even as AI data centers lift 2026…

Ammonium perchlorate oxidizer bottlenecks, DPA Title III limits, and the Pentagon’s $1B L3Harris convertible reshape Western missile surge capacity.

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…

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.

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

Western fighter jets carry hundreds of kilos of rare earths in NdFeB and SmCo magnets. Analysis of F-35 content, supply risks, and defense rare earth…