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United States and China Extend Trade Truce as America's Critical Minerals Strategy Fails to Close the Industrial Gap

China trade truce masks America's unresolved rare earth dependency. REEx warns the Transition Vulnerability Window remains ...
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China Exports Jump 36.3% to Record $447 Billion as Rare Earth Shipments Rise in September

China's September exports hit a record $447B with rare earth shipments rising 6.7% in volume and 14.3% in value, raising ...
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China Northern Rare Earth Forecasts Up to 139% Profit Growth as Baogang Expands Processing and Magnet Production

China Northern Rare Earth forecasts up to 139% profit growth as Baogang expands separation, magnets, and NdFeB alloy ...
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Xi Jinping Tightens Economic Control as China Confronts the United States and Europe

Xi Jinping tightens Party discipline and industrial oversight as China escalates economic confrontation with the US and ...
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NioCorp Signs 15-Year Traxys Offtake Deal, but $1.85 Billion Elk Creek Financing Gap Remains

NioCorp secures a 15-year Traxys offtake deal for Elk Creek, but a $1.85 billion financing gap still threatens the Nebraska ...
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European Union Targets Vietnam's Tungsten and Rare Earths as China Supply Risks Intensify

The EU is racing to secure Vietnam's tungsten and rare earths as China's export curbs threaten defense supply chains, but ...
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Rare Earth Exchanges Rankings Expose Supply Chain Risks as the West Races to Break China's Rare Earth Grip

REEx Insights Rankings expose critical gaps at Energy Fuels, Neo Performance Materials, and VAC Group as Western supply ...
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MP Materials Financing Deal Inspires Rare Earth Bonds Proposal, but Can Wall Street Solve China's Industrial Chokepoints?

A Lawfare proposal for contingent convertible rare earth bonds could attract private capital, but financing promised capacity ...
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GRINM Guangdong Institute Expands Cooperation With Foshan Technology Zone on Research Commercialization

GRINM Guangdong Institute met with Foshan High Tech Zone officials to advance research commercialization, but no new ...
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Kazakhstan Proposes Belgian Rare Earth Processing Partnership to Build European Critical Minerals Supply Chain

Kazakhstan proposes a rare earth processing partnership with Belgium to supply 21 EU critical minerals, but no contracts ...
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China Rare Earth Society Announces 28 Research Forums at October 2026 Suzhou Conference

China Rare Earth Society's 2026 Annual Academic Conference in Suzhou features 28 forums spanning the full rare earth value ...
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China's Nobel Lesson: Weak Demand, Too Much Production and the Export Trap

China's weak domestic demand and state-driven overproduction fuel export surges, threatening Western industrial investment ...