Lynas acquires Meteoric for A$968M, DFARS restrictions loom, and ex-China prices surge. REEx Structural Index rises to 5.8—transition, not independence.
Country Profile
Myanmar
Country
Overview
About Myanmar
Myanmar is a major source of the heavy rare earths used in the magnets of electric vehicles and wind turbines, and most of that output goes to China for processing. The ore is ion-adsorption clay in Kachin and Shan states, the deposit type the U.S. Geological Survey describes as the dominant supply of heavy rare earths. Operators inject ammonium sulfate solution into hillsides and collect the leachate in tanks and pools across many small, scattered sites.
Ethnic armed groups and militias hold the mining areas, and control has changed hands during the civil war. No publicly accessible corporate database shows licenses for the active mines. USGS estimates the country's output from Chinese import data.
Whoever holds the mines has leverage over China's heavy rare earth feed. After the Kachin Independence Army seized the northern mining belt, it taxed the trade and throttled supply. Chinese imports from Myanmar fell sharply for months before trade resumed under the group's rule.
The question for buyers outside China is whether Myanmar feed can reach a separator anywhere else when the established route runs across the Chinese border.
Mine Production & Reserves
Policy & Regulation
Rare Earth Elements
Mining Projects
Processing Facilities
Headquartered Companies
Deals & Transactions
REEx Intelligence
Recent Articles
Heavy rare earth geology is expanding beyond southern China, but separation capacity remains the critical bottleneck. Here's where the new frontiers stand.
Chinese buyers judge ore by delivered value, not mine cost. REEx explains why grade, payability, separation location, and market access determine real
Sprott's ex-China rare earth ETF (REXC) offers investors exposure, but ETF screens miss supply-chain dependencies, time-to-scale gaps, and private assets
Tantalum surged 158%, indium 60%, and tin 40% in H1 2026 as AI servers create new demand pressure on already constrained critical mineral markets.
REEx's Sept 7–12 2026 tracker scores Western rare earth momentum at 5.1/10 as USA Rare Earth breaks ground on a $1.2B South Carolina magnet complex.
China Rare Earth Group controls 35+ processors fed by Myanmar, Laos, and Malaysia feedstock, dominating the global heavy rare earth separation chokepoint.
America can identify critical minerals but still lose them. REEx explains the Strategic Execution Gap and what the U.S. must build to compete in Great
India is pursuing Myanmar's heavy rare earths via a dual strategy—engaging the junta while separately courting the KIA, which controls the Chipwi-Pangwa
KIA rebels control half of global heavy rare earth supply. India's outreach raises ethical flags, but could crack China's dominance in dysprosium and terbium.
China controls nearly all erbium and yttrium processing, creating hidden vulnerabilities in AI data centers, fiber networks, and turbine coatings worth
Karen State holds real antimony, lead, and tin-tungsten deposits near Thailand's border, but no proven rare earth resources—here's what investors need to know.
Honghe Prefecture in Yunnan advances a 1.15-million-tonne ion-adsorption rare earth discovery, deepening China's grip on heavy rare earths like dysprosium
A UN report reveals 302 new mining sites in Myanmar's Kachin state, a $1.4B conflict economy supplying China with critical dysprosium and terbium.
Southern Alliance Mining met with Malaysia's JMG to advance heavy rare earth development, as global powers compete for access to dysprosium and terbium
China and Myanmar dominate dysprosium and terbium supply while most global deposits lack production, permits, or financing. See which projects can truly
The KIO's rejection of separate junta talks deepens supply-chain risk for dysprosium and terbium flowing from Kachin mines into China's magnet industry.
Laos suspended a Chinese-operated rare earth mine in 2026, exposing Beijing's hidden dependency on foreign heavy rare earth feedstock like dysprosium and
A Korean study warns that non-China rare earth supply could meet only 35–40% of 2035 magnet demand, exposing the limits of Western decoupling strategies.
A Chinese Academy of Sciences study reveals China's rare earth vulnerabilities, but Western policymakers should not mistake supply chain gaps for
Scholar Min Zin's detention in China intersects with ISP-Myanmar's critical research on heavy rare earth supply chains running through conflict zones to
New research reveals Myanmar supplied 66.8% of China's rare earth compound imports in 2023, exposing a hidden civil-war chokepoint threatening 40 global
Uzbekistan invites Indian investment in rare earths and critical minerals, but strategic advantage hinges on midstream processing, not mining licenses alone.
China's rare earth dominance is being challenged, but separation, metal making, and magnet manufacturing remain concentrated in China—announcements are
Xenotime, a heavy rare earth phosphate mineral, may be the West's best hard-rock pathway to securing dysprosium and terbium outside China.
Chinese-backed rare earth mining in Laos is expanding into a strategic heavy rare earth corridor, raising environmental and geopolitical concerns for
Rare Earth Exchanges visits Idaho National Laboratory's new antimony pilot facility with Perpetua Resources, marking a tangible step toward U.S. critical
Investors need a systems framework for the Great Powers Era 2.0, where critical minerals competition is about integrated industrial ecosystems, not just
China's rare earth price index holds near multi-year highs at 269.2, but daily moves obscure a deeper structural supply crisis threatening Western industries.
Japan's 15-year rare earth diversification strategy reduced mining dependence but left China in control of separation, metals, and magnets—the real chokepoints.
A new SC Strategy report warns that Western rare earth security depends on refining and magnets, not just mining—and China will dominate processing well
Myanmar dominates global heavy rare earth supply, but geopolitical forces involving China, Russia, India, and ethnic conflict shape the real investment risk.
Japan made history recovering rare earth mud from 5,700 meters deep, but commercial viability remains unproven despite the engineering breakthrough.
China's Rare Earth Price Index holds at 270.5 as NdPr oxide rises near $112/kg while heavy rare earth scarcity outside China intensifies strategic supply risks.
India deepens rare earth ties with Myanmar to challenge China's grip on dysprosium and terbium supply chains, but value chain control remains the critical
India eyes Myanmar's heavy rare earths, but China's refining dominance, ongoing conflict, and Russia's junta support make near-term supply diversification
India launches a $4B critical mineral mission and magnet incentive program, but China's 30-year industrial head start still defines the rare earth race.
REEx's weekly structural tracker reveals Great Powers Era 2.0 is reshaping rare earths into a battle over complete industrial ecosystems, not just mineral
Malaysia emerges as the top non-China rare earth processing hub as REEx's Structural Momentum Index rises to 6.1, signaling incremental Western progress
China's rare earth leverage is rising faster than Western capacity comes online, with heavy rare earths like dysprosium and terbium becoming an
Myanmar's rebel-controlled heavy rare earth districts are a global supply chain chokepoint, driving dysprosium and terbium flows critical to permanent magnets.
Cambodia has no operating rare earth mine or confirmed deposits, but improving geology and early exploration make it a frontier worth watching.
China controls 93% of U.S. yttrium supply, a critical material for turbine engine coatings. Export restrictions caused a 95% drop in shipments and a
China's 2025 export controls have created a visible heavy rare earth shortage. The West has no replacement supply ready within 12–24 months, threatening
Energy Fuels acquires VAC, Iluka secures A$1.65B financing, and China tightens export controls—REEx breaks down the week's most critical structural rare
China is quietly extending its rare earth supply chain into Laos through established mining ventures, government ties, and vertically integrated corporate
Indigenous communities in Kachin State, Myanmar pay a heavy environmental and human price supplying heavy rare earths vital to the global green energy
Myanmar's Christian highlands hold critical heavy rare earth deposits. Will the West engage or cede control to China and the junta?
Chinese Academy of Sciences researchers warn China exports more rare earths by volume but earns less value, signaling a new era of great-power competition
At least seven civilians killed in Myanmar airstrike near Kyauktaw as junta leader meets Xi Jinping in Beijing, highlighting conflict over critical
China's Xi meets Myanmar's junta leader as conflict over heavy rare earth deposits in Kachin State intensifies, threatening global magnet supply chains.
Western rare earth strategy must expand beyond Brazil to Southeast Asia, where Malaysia, Vietnam, and Myanmar offer critical heavy rare earth opportunities.
China controls 90% of rare earth separation capacity, making chemical processing—not mining—the true strategic chokepoint in global supply chains.
China tightens rare earth controls while the West scrambles to scale production. REEx breaks down the power shifts reshaping global critical mineral
India has bold critical minerals ambitions, but lacks the separation, refining, and magnet-making capacity needed to challenge China's midstream monopoly.
China tightens institutional control over rare earths while Myanmar conflict threatens heavy rare earth access. Are investors tracking these critical signals?
Yttrium is a tiny but critical rare earth facing severe supply disruption after China's 2025 export controls sent prices surging and U.S. imports
Investors confusing TREO with SREO may be misjudging rare earth project values. Learn why soluble grade metrics matter more than total geological inventory.
China's 90%+ grip on rare earth refining and magnets has become a national security crisis, with April 2025 export controls still disrupting global supply
Myanmar's rare earth boom fuels the green economy but hides an environmental and public health crisis amid civil conflict, warns a new Lancet commentary.
USA Rare Earth's Serra Verde acquisition offers strategic feedstock and cash flow, but faces steep production ramp-up, environmental risks, and midstream
Rare Earth Exchanges urges President Trump to replace fragmented rare earth subsidies with integrated industrial ecosystems, allied networks, and
Yttrium's 4,400% price spike in 2025 exposes why ex-China rare earth price discovery remains opaque, policy-driven, and far from a true open market.
India and Myanmar agree to deepen rare earth cooperation, signaling New Delhi's push to secure heavy rare earth supply chains beyond China's dominance.
A deadly explosion in Myanmar's Shan State exposes the hidden human and environmental costs behind China's heavy rare earth supply chain.
China's samarium dominance is industrial, not geological. Meaningful ex-China SmCo magnet resilience is 3–7 years away, with full-scale defense supply
China tightens rare earth controls while Western supply chain progress remains incremental. Myanmar conflict poses growing risk to heavy rare earth
Myanmar's Kachin region supplies 40–50% of global heavy rare earth production, but civil war, environmental ruin, and Chinese dominance threaten the
Viridis Mining's Brazilian Colossus project produces first Mixed Rare Earth Carbonate from ionic-clay ore, marking a major milestone in Western supply
Myanmar's civil war is reshaping the global heavy rare earth supply chain, with Kachin State's dysprosium and terbium deposits fueling China's magnet dominance.
China's state media warns the West that financial tools alone cannot replace decades of rare earth industrial infrastructure China built through strategic
China Rare Earth Group expands into Yunnan's heavy rare earth deposits, tightening Beijing's control over critical mineral supply chains.
Fitch Ratings podcast reveals China's rare earth processing dominance extends beyond mining to entire industrial ecosystems Western nations struggle to replica…
Kachin State rare earths now control global heavy REE supply. KIA seizure drove terbium prices up 62% in weeks, exposing supply chain fragility.
China's SASAC directs state enterprises to merge environmental reform with industrial strategy, reshaping global competition in batteries and tech.
Japan accelerates Japan Southeast Asia supply chain strategy for critical minerals, targeting rare earths in Laos, Cambodia, Philippines to reduce China depend…
Southeast Asia's heavy rare earth supply chains remain dominated by China despite geological diversification across Myanmar, Vietnam, and Malaysia.
China expands heavy rare earth supply chain into Laos as Myanmar instability disrupts feedstock corridors critical for EVs and defense systems.
U.S. rare earth independence faces a midstream rare earth processing bottleneck China built over decades—beyond mining or policy alone.
Heavy rare earths supply chain remains 98% China-controlled. Discover where Dy/Tb deposits exist and what's needed to build ex-China separation capacity.
Myanmar rare earth mining triggers toxic arsenic contamination in Mekong River, exposing critical supply chain risks for global industries.
China intensifies crackdown on critical minerals smuggling as U.S. faces supply chain risks. UNICRI report reveals organized crime networks.
The dysprosium and terbium bottleneck threatens Western supply chains as China controls 98-99% of heavy rare earth refining capacity through 2026.
Dysprosium reduction in Nd-Fe-B magnets cuts costs by €10/kg, lowers environmental impact by up to 64%, and improves clean energy supply chains.
Rare earth magnets power EVs, defense, and tech—but dysprosium and terbium scarcity creates a critical supply chain bottleneck.
Meteoric Resources' Caldera project Brazil targets 2028 production of heavy rare earths from ionic clay with $450M capex and 13,500 tpa output.
ASEAN critical minerals supply chain is evolving beyond China dependence, with Myanmar, Vietnam, Malaysia forming a strategic processing corridor.
China's critical minerals supply chain dominance built on ESG gaps, smuggling & trade violations. West must build transparent alternatives now.
Japan's rare earth supply chain strategy prioritizes resilience over volume through diversification, recycling, and nature-positive governance.
Western rare earth metallization capacity emerges fragmented, not integrated. China still dominates the critical midstream gap.
POSCO International's $16M fund targets heavy rare earth supply for EV magnets, building projects in Southeast Asia and U.S. to reduce China dependence.
China controls 90% of rare earth magnets for EVs. Alternative motor tech exists but won't scale until 2030+. A supply crisis looms.
Industrial electric vehicles depend on NdFeB permanent magnets with dysprosium and terbium, creating supply risks as China controls 94% of production.
U.S. heavy rare earth supply chain vulnerability: only 30 days of terbium & dysprosium reserves threaten defense continuity amid geopolitical tensions.
Laos rare earth mining threatens to repeat Myanmar's environmental disaster as extraction expands without proper safeguards or regulation.
MP Materials' Texas facility targets 10,000 tons of U.S. rare earth magnet production by 2028, but heavy rare earth supply gaps may delay timeline.
Myanmar heavy rare earths supply fragile as armed groups control dysprosium & terbium mines feeding China's EV magnet dominance.
China rare earth prices surge 17.5% in February 2026, led by neodymium and praseodymium oxides up 29% amid EV and magnet demand.
Precision missiles depend on a fragile heavy rare earth supply chain dominated by China. Why dysprosium & terbium control modern warfare.
Laos heavy rare earth supply potential faces critical governance challenges as Chinese investment dominates without domestic processing capacity.
ASEAN rare-earth supply chain could power EVs and renewables through mining, refining, recycling, and regional cooperation by 2050.
India's WTO push for technology transfer in rare earth processing reveals the real constraint: industrial capability, not mineral access.
China formalizes ionic clay rare earth standards via HPLC testing protocol, strengthening technical governance over global heavy rare earth supply chains.
Africa critical minerals drive a new scramble via supply chain contracts, not colonialism, as nations seek cobalt, lithium, and platinum leverage.
ASEAN critical minerals supply chains face fragmentation, China dependence & ESG pressures despite geological potential in nickel, tin & rare earths.
Illegal mining Malaysia spans gold, tin, sand, bauxite & NR-REE. 31 arrested in Perak; foreign nationals dominate enforcement cases 2020-2026.
How rare earth trading firms like Traxys and Mercuria are reshaping global supply chains through Project Vault and strategic partnerships.
Japan's rare earth processing capacity strategy prioritizes recycling & tech over mining to reduce China dependence by 2035, new analysis shows.
USA Rare Earth secures $1.6B CHIPS Act funding for heavy rare earth production, but ambitious 2030 targets face chemistry and scale challenges.
Europe signals post-dependence era in European critical minerals independence, diversifying supply chains away from US-China dominance.
Myanmar heavy rare earths supply is controlled by the Kachin Independence Army, making Western de-risking collide with battlefield realities.
Yttrium shortage in 2026: How China's export controls created a critical mineral crisis affecting semiconductors, defense, and clean energy supply chains.
ORF paper warns rare earth supply chain intelligence is now strategic terrain as China's processing dominance and export controls reshape geopolitics.
China controls 85-90% of rare earth refining chemicals like P204, P507, and oxalic acid—creating hidden dependencies that undermine Western mining independence.
Meteoric Resources secures US$50M Export Finance Australia support for Caldeira HREE project, ranked 11th globally for heavy rare earth strategic value.
Industrial bioleaching trial achieves 95% rare earth recovery with minimal environmental impact, outperforming traditional mining methods.
New study reveals how information manipulation and disinformation control critical minerals markets, reinforcing China's rare earth dominance.
China's heavy rare earth supply faces critical gaps despite dominance, with 90% sourced from Myanmar. Recycling won't solve near-term shortages.
Myanmar's unregulated mining pollutes Thai rivers, but diplomacy alone won't fix the rare earth supply chain—only alternatives to China's processing can.
China's rare earth dominance lies in processing, not mining. 2025 review shows separation capacity—not new mines—is the real bottleneck.
China's 2026 tariff cuts on 935 products target battery recycling inputs and strategic materials, reinforcing supply chain control amid US-EU competition.
China controls 70-95% of critical minerals supply chain including graphite, tungsten, gallium & battery materials—creating vulnerabilities across EVs &…
The global drone market is soaring to $160B by 2030, but China controls 85-90% of rare earth magnet production critical for drone motors.
Analysis of U.S.-China competition over NdFeB permanent magnets reveals why price floors alone can't break China's rare earth supply chain dominance.
China controls 90% of rare earth supply chain refining capacity, creating critical vulnerabilities for clean energy and defense sectors globally.
China's rare earth export controls expose structural supply vulnerabilities that tariffs can't solve, targeting critical heavy rare earths.
New FACETS review confirms Canada's 15.2M tonne REE potential, but China's 85-90% processing monopoly remains the critical bottleneck.
Northern Rare Earth Group receives political guidance on China's 15th Five-Year Plan, emphasizing green production and efficiency upgrades.
Serra Verde ends Chinese offtake deals by 2026, opening Western access to critical dysprosium & terbium supplies outside China's control.
China launches platinum futures while European yttrium prices surge, signaling shifts in critical minerals markets impacting South African producers.
US, Orion, and Abu Dhabi's ADQ launch $5B critical minerals fund to counter China's dominance in rare earth supply chains.
Myanmar and Sudan's conflict minerals fuel green tech and gold markets, but supply-chain fragility poses real risks for investors.
Economic Times reports China's rare earth grip, but REEx sees Western progress undermining Beijing's dominance narrative. Read the analysis.
Trump administration ends Myanmar TPS affecting 4,000 Burmese nationals, threatening U.S. access to critical heavy rare earth supply chains.
Over 2,400 unregulated mines dump toxins into Mekong rivers, threatening food supplies while fueling China's heavy rare earth supply chain.
Missouri's Caldera mine could supply critical heavy rare earths for U.S. defense by 2028, breaking China's 91% control of dysprosium and terbium.
G-20 elevates heavy rare earth elements to top geopolitical priority as China's control over HREEs disrupts global supply chains.
China's threat to weaponize rare earth exports against Japan is more nuanced than 2010. Kachin State Myanmar holds the real leverage in HREE supply.
Myanmar's top-ranked HREE deposits are controlled by the Kachin Independence Army, not nation-states—reshaping the global rare earth supply chain.
Yttrium prices surged 1,500% to $126/kg amid Chinese export controls, exposing U.S. supply chain fragility in critical mineral markets.
Executive Order 14257 tariffs on metals and minerals risk undermining U.S. industrial revival. China controls 85-90% of rare earth refining capacity.
China controls 90%+ of global yttrium supply at 10-15K tonnes/year. Victory Metals' North Stanmore could become a major Western alternative source.
Australia's rare earth refining ambitions face a critical water constraint, while China's electrokinetic breakthrough reshapes the competitive landscape.
Study reveals China's 40-year strategy to control 90% of global rare earth processing—not through geology, but deliberate industrial policy.
Why China's rare earth dominance endures: Dr. Marina Yue Zhang reveals three structural locks keeping the West dependent for another decade.
China's rare earth processing dominance stems from advanced flotation, solvent extraction, and integrated flowsheets—not just mining control.
Critical analysis of rare earth stocks investment guide reveals missing data on cost curves, offtake agreements, and magnet-grade conversion essential for inve…
Malaysia's RM600M magnet plant with Lynas and JS Link positions the nation as a strategic battleground in the US-China rare earth rivalry.
U.S. rare earth refining capacity lags despite new ASEAN pacts. China controls 85% of processing—feedstock alone won't break the dependency.
Sarawak bans rare earth export, pursuing China's model to build domestic value-added industries. A turning point for Malaysia's REE strategy.
Thailand signs rare earth MoU with US, leveraging critical minerals diplomacy for tariff relief while balancing relations with China and US.
China controls 90% of rare earth magnets critical for EVs, creating supply chain risks as automakers scramble for alternatives and resilience.
ASEAN can pivot from fragmented exporter to coordinated force in critical minerals supply chains through regional alignment on ESG and midstream capacity.
China's rare earth export controls aren't a miscalculation—they're industrial surveillance. Why Xi's strategy outmaneuvers Western assumptions.
Equinox Resources (ASX: EQN) strikes high-grade rare earth discovery at Campo Grande with 17,346 ppm TREO. Analysis of results & investment outlook.
MP Materials secures $400M Pentagon investment & $500M Apple commitment to build domestic rare earth magnet production, ending China dependence by 2028.
China rare earth export controls tighten supply chains but won't collapse the dollar or validate Bitcoin as monetary savior. Here's the reality.
China's rare earth export controls spark Western supply chain push, but Australian projects face financing & refining hurdles despite geopolitical hype.
Explore how critical minerals are reshaping global security, with middle powers playing a strategic role in diversifying supply chains and reducing geopolitica…
A groundbreaking study reveals how geopolitical shifts are fragmenting global rare earth trade networks, with significant implications for clean energy and tec…
Explore how global powers are reshaping the critical minerals supply chain, breaking China's dominance through strategic partnerships and innovative financing.
JS Link advances non-Chinese sintered magnet production with 42SH-grade NdFeB magnets and plans for 45UH-grade high-temperature magnets.
Baotou Huateng New Materials advances China's rare earth alloys strategy with a 5,000-ton facility targeting strategic heavy metal production in Inner Mongolia.
Baotou Rare Earth Research Institute develops innovative NdFeB magnet technology, reducing rare earth content while maintaining high performance for EV and win…
India explores strategic critical minerals reserve to counter China's export restrictions and diversify mineral supply for defense and technological resilience.
India's strategic efforts to diversify rare earth mineral sources in Myanmar face significant challenges amid geopolitical complexities and ongoing regional co…
China's rare earth export restrictions leave India waiting, exposing critical vulnerabilities in regional industrial and geopolitical supply chain dependencies.
Research reveals how rare earth price volatility impacts green hydrogen economics, with potential geopolitical risks threatening clean energy deployment strate…
Explore the latest developments in critical minerals supply chain, including strategic investments, technology collaborations, and emerging non-Chinese rare ea…
U.S. and India seek to tap Myanmar's rare earth deposits, but face complex challenges of conflict, logistics, and China's dominant influence in the region.
JL Mag leads global NdFeB magnet production, powering EV motors, wind turbines, and high-efficiency technologies with unmatched Chinese manufacturing scale.
Explore how Myanmar's rare earth mining in Kachin State impacts China's magnet industry, environmental concerns, and global supply chain dynamics.
The West's strategic roadmap to break China's 90% dominance in rare earth magnets, targeting 50% independent production by 2040 through industrial policy and i…
Northern Minerals' Browns Range Project offers strategic heavy rare earths production outside China, with potential to supply 8% of global Dy/Tb by 2028.
China dominates the heavy rare earth supply chain through Myanmar, controlling 98% of global refining with significant geopolitical and environmental implicati…
USGS reveals groundbreaking satellite data on rare earth element mining sites in Myanmar and China, offering unprecedented transparency into global extraction…
China's strategic dominance in rare earth elements through Myanmar's contested mines reveals complex geopolitical and environmental challenges in critical mine…
Guest Author: William Clayton Jr. Emboldened by the Shanghai Cooperation Organization (SCO) summit in Tianjin this August, India’s Prime Minister Narendra Modi…
Exploring the emerging ex-China rare earths market: challenges, premiums, and the complex landscape of global supply chain transformation.
Barron's analysis of U.S. rare earth supply chain reveals nuanced challenges in breaking China's dominance, highlighting strategic investments and market compl…
Guest Author: William Clayton Jr. A significant movement is underway across Myanmar, characterized by a resolute push for self-determination, empowerment, and…
India explores rare earth sourcing from Myanmar's Kachin rebels, revealing complex geopolitical challenges in critical minerals supply chains.
Explore China's strategic dominance in rare earth minerals, global supply chain dynamics, and emerging challenges in critical mineral production.
China's landmark study reveals critical gaps in dysprosium recycling, highlighting strategic opportunities to stabilize clean energy supply chains and reduce m…
Explore China's critical REE supply chain dynamics, revealing unprecedented insights into material flows, value generation, and strategic challenges in rare ea…
U.S. defense faces critical challenge breaking China's rare earth monopoly by 2027, with national security hanging in the balance of mineral supply chains.
Myanmar’s resistance fights junta rule and China’s rare earth mining, torn between self-determination, conflict, and exploitation.
Sweden's rare earth mining ambitions spark complex negotiations between industrial strategy and Sami Indigenous rights in a pivotal European supply chain devel…
Uncovering the human and environmental cost of rare earth mining in Kachin State, where geopolitical interests clash with indigenous survival.
Myanmar's rebel-controlled rare earth mines are poisoning northern Thai rivers with toxic arsenic, creating environmental and supply chain risks.
China's strategic dominance of rare earth processing threatens global supply chains, with 90% control and sophisticated technologies challenging international…
Explore how Chinese investments transform Laos through strategic land concessions, infrastructure projects, and critical mineral exploration across multiple se…
China's new rare earth regulations spark market rally, boosting Western producers and highlighting strategic shifts in the global rare earth supply chain.
New study reveals China's HREE supply chain vulnerabilities, highlighting recycling potential and geopolitical risks in rare earth element production.
Malaysia's strategic positioning in rare earth processing through Lynas and potential magnet production, balancing ambition with geopolitical and governance ch…
IREL India Limited explores strategic partnerships with Japan and South Korea to develop rare earth magnet production, aiming to reduce dependence on China.
Discover how holmium, a critical rare earth element, powers life-saving medical technologies and the complex supply chain challenges in its global production.
Investigation reveals toxic rare earth mining in Myanmar spreading environmental damage across borders, with dangerous heavy metal contamination threatening Th…
Exploring the strategic Kachin State's rare earth mines, environmental challenges, and the Kachin Independence Army's fight for territorial rights and ecologic…
Exploring the complex intersection of sanctions, rare earth resources, and political maneuvering in Myanmar's contested geopolitical landscape.
The global race for critical minerals intensifies as nations redraw supply chains, driving national security, technological innovation, and strategic alliances.
Explore how China strategically dominates Laos's mineral and land resources through strategic investments, infrastructure, and special economic zones.
Explore how the Kachin Independence Army's strategic control of rare earth mining regions disrupts global supply chains and geopolitical dynamics.
Kachin rare earth supply transforms Myanmar's geopolitical landscape as KIA controls strategic mineral zones near China, reshaping global resource dynamics.
Illegal mining in Myanmar's Shan State threatens the Mekong River, causing toxic pollution and devastating local communities' livelihoods.
Explore why sourcing rare earth minerals from Myanmar is legally, logistically, and geopolitically impossible under current conditions.
IDTechEx forecasts 2025 as a pivotal year for rare earth magnets market, revealing supply chain shifts, DoD support, and global manufacturing challenges.
NVIDIA's H20 GPU sale to China reveals potential new geopolitical strategy linking tech exports with rare earth mineral negotiations.
U.S. officials explore strategic access to Myanmar's heavy rare earths, examining potential deals with rebel groups like KIA amid complex geopolitical tensions.
China's strategic rare earth import surge from Brazil signals potential geopolitical shifts, but Brazil remains a neutral critical mineral player seeking globa…
Explore the critical geopolitical vulnerabilities of heavy rare earth elements, dominated by Myanmar and China, and their pivotal role in defense and clean ene…
UK's new National Security and Investment Act reforms spotlight critical minerals, creating a strategic regulatory framework for foreign investment screening.
Discover the strategic importance of heavy rare earth elements like dysprosium and terbium, their global supply dynamics, and why they're critical for high-tec…
China's rare earth permanent magnet exports plummet by 18.9% in H1 2025, signaling major shifts in global supply chains and geopolitical tensions.
Foxconn's Apple AirPods production in India faces challenges as China's dysprosium supply curbs create potential manufacturing disruptions.
IDTechEx forecasts rare earth permanent magnet market to exceed $9.19B by 2036, driven by EVs, wind turbines, robotics, and critical technology sectors.
Myanmar's critical heavy rare earth deposits power global defense and tech industries, creating a vulnerable supply chain with potential geopolitical risks and…
Inside Myanmar's rebel-controlled rare earth mines: How the Kachin Independence Organization is challenging China's mineral dominance near the border.
Brazil triples rare earth exports to China in 2025, signaling strategic shift in global supply chains amid US-China trade tensions.
Explore the emerging rare earth recycling market's growth potential, challenges, and strategic landscape through 2031, with insights from QYResearch.
MP Materials strikes groundbreaking $400M DoD deal, positioning itself as a strategic national security asset in rare earth magnet production and supply chain.
Discover how Myanmar and China dominate the critical heavy rare earth supply chain, threatening U.S. defense capabilities and global technology infrastructure.
Mercedes-Benz India CEO downplays rare earth supply chain challenges, but experts warn of potential long-term risks for electric vehicle manufacturing.
China's strategic control over Myanmar's rare earth supply reveals complex geopolitical dynamics, militia involvement, and potential risks for global investors.
NPR exposes toxic rare earth mining in Myanmar, revealing environmental devastation, health risks, and complex geopolitical dynamics in the region.
DoD's $400M investment in MP Materials marks a pivotal shift in US critical mineral security, creating a vertically integrated rare earth supply chain.
Explore how China's rare earth dominance threatens global markets and India's emerging strategy to challenge the mineral supply chain monopoly.
China threatens HREE export blockade to Myanmar rebels, potentially disrupting global rare earth supply chain and critical tech manufacturing.
President Trump announces new reciprocal tariffs targeting 14 countries, strategically pressuring China and reshaping global trade dynamics.
Trump signs executive order imposing up to 40% tariffs on 14 nations, targeting China's trade allies and reshaping global rare earth supply chains.
Explore how the new US-Vietnam trade agreement impacts rare earth supply chains, geopolitical tensions, and potential implications for investors and manufactur…
Upstream rare earth suppliers maintain firm prices despite sluggish downstream demand, creating a pricing standoff in the current market landscape.
Groundbreaking network analysis reveals critical vulnerabilities in global rare earth element trade, exposing systemic risks and emerging geopolitical challeng…
Hallgarten & Company reveals critical insights into REE supply chain dynamics, challenging Western strategies and exposing hidden complexities in critical mine…
Rare Earth Exchanges reveals global HREE project rankings, exposing China's fragile dominance and the critical need for diversified rare earth supply chains.
Explore the complex dynamics of rare earth supply chains, US-China trade agreements, and critical challenges in global mineral diversification strategies.
In Myanmar's Kachin State, a rebel army seizes rare earth mines, disrupting China's supply chains and rewriting the geopolitical landscape of mineral extractio…
India explores strategic opportunities to challenge China's rare earth dominance through innovative partnerships and infrastructure development in Southeast As…
Explore how the Kachin Independence Army transforms regional dynamics through rare earth control, reshaping international diplomacy and resource strategies in…
SHRF reports dramatic rise in unregulated rare earth mining sites near Mongpauk, revealing environmental risks and potential cross-border implications.
China's rare earth market shows firming prices, with upstream constraints and strategic pricing signaling global supply chain challenges for Western manufactur…
China's tight grip on rare earth supply chain threatens U.S. defense and technology sectors, demanding urgent strategic intervention and diversification effort…
Myanmar's military junta launches aggressive offensive in Kachin State to reclaim strategic rare earth and jade mining zones from the Kachin Independence Army.
China's rare earth permanent magnet industry surges with export controls, rising tech demand in robotics, and strategic investments across the supply chain.
Trump administration considers using Defense Production Act to break China's rare earth minerals monopoly and strengthen U.S. industrial policy and national se…
Chinese-backed militia secures strategic rare earth mining sites in Myanmar's Shan State, expanding China's global mineral supply control and geopolitical infl…
Discover how China dominates the rare earth industry through strategic consolidation, advanced processing, and global magnet production, leaving Western nation…
China's strategic export of rare earth permanent magnets reveals complex geopolitical dynamics, challenging global supply chains in clean energy technologies.
Deutsche Welle exposes Myanmar's controversial rare earth mining, revealing environmental destruction, human rights violations, and China's expanding mineral s…
Western nations lag behind China and Indonesia in critical minerals strategy, with market dominance and supply chain control remaining largely unchallenged.
China's export controls on heavy rare earths expose critical vulnerabilities in Western defense supply chains, sparking urgent efforts to develop alternative H…
Explore how Shenghe Resources uses youth indoctrination to align corporate strategy with Communist Party ideology in the rare earth industrial complex.
Discover lanthanum's breakthrough applications in environmental sensing, energy storage, catalysis, and biomedicine - a game-changing rare earth element with g…
Chinese rare earth market roars back in Q1 2025, with top producers reporting massive profits and stock rallies driven by strategic sector growth.
China's strategic control of rare earth elements reveals a complex geopolitical strategy threatening Western technological independence and global supply chain…
Explore the critical role of dysprosium in high-performance magnets and the complex global supply chain dominated by China, with emerging alternative sources.
KIA seizes control of Myanmar's rare earth mining belt, disrupting China's mineral supply and potentially reshaping regional resource dynamics.
Explore the global race for rare earths as China dominates supply chains and geopolitics reshape the critical minerals industry.
Shanghai Metals Market reports declining rare earth prices as Myanmar ore imports resume, with suppliers selling low and downstream buyers remaining cautious.
KIA seizes Kanpaiti, disrupting Myanmar's rare earth mining industry and challenging the military regime's control in a critical border region.
A shocking report reveals the dark side of green energy: critical mineral extraction in the Global South fuels environmental destruction and human rights abuse…
Discover how China's environmental regulations are reshaping terbium supply, with potential five-fold shortages by 2060 threatening global clean energy goals.
Geopolitical tensions and strategic investments are reshaping global rare earth supply chains, with the US and Australia challenging China's market dominance.
Baogang Group unveils advanced automated packaging system for rare earth oxides, showcasing China's technological innovation in digital transformation of criti…
Discover the global landscape of rare earth reserves, with China leading and emerging players like Brazil and India poised to transform the critical minerals s…
NdPr oxide is a critical rare earth material powering electric vehicles, wind turbines, and defense technologies amid global supply chain challenges.
China's rare earth industry faces challenges in 2024, with price declines, regulatory changes, and growing global competition reshaping the strategic landscape.
A groundbreaking study reveals how Myanmar's borderlands become a 'sacrifice zone' in the green energy transition, exposing the hidden human and ecological cos…
China's rare earth production drops in January 2025 due to raw material shortages, maintenance shutdowns, and pre-holiday market slowdown.
China dominates global rare earth production with 69% market share, creating supply chain challenges and driving international efforts to diversify mineral ext…
China's rare earth exports hit 55,431 metric tons in 2024, marking a 6% increase despite economic challenges and falling global prices.
China Northern Rare Earth Group invests 457 million yuan in rare earth oxide separation joint venture to boost supply chain and market competitiveness.
Exploring Myanmar's rare earth mining sector: economic opportunities, environmental challenges, and geopolitical tensions in Kachin State's mineral landscape.
China dominates 60-90% of global rare earth metals production and processing, sparking international efforts to diversify supply chains and reduce dependency.
Explore China's strategic 2025 tariff adjustments impacting global trade, with targeted policies affecting technology, agriculture, and rare earth markets.
Burmese exiles reveal China's destructive rare earth mining in Myanmar, exposing environmental and human rights challenges threatening global security.
Explore 2025 rare earth market trends: pricing challenges, demand shifts, and geopolitical factors impacting electric vehicle and magnet industries.
Explore rare earth market trends, tech innovations, and global strategies reshaping critical mineral supply chains & sustainability efforts.
Explore America's strategic approach to breaking China's rare earth monopoly through domestic development, international partnerships, and innovative technolog…
Explore the complex geopolitical tensions between China and Myanmar over rare earth elements, driven by mining conflicts and strategic resource control.
Kachin Independence Organization seizes rare earth mining region, suspending operations and promising sustainable resource management in Myanmar's strategic no…
Myanmar's geopolitical tensions disrupt rare earth mining, causing market volatility and potential supply chain challenges for global technology and manufactur…
Discover how China's strategic consolidation of rare earth elements dominates global production, processing, and supply chains with unprecedented control.
Explore the critical risks and challenges of rare earth elements, from geopolitical dependencies to environmental impacts in the global electronics industry.
Explore China's strategic dominance in rare earth elements, including industry structure, government policies, and global supply chain control through state-dr…
Explore the complex rare earth elements supply chain, dominated by China, with key global players, mining challenges, and geopolitical implications for high-te…
Discover how Myanmar's rare earth revolution is transforming global geopolitics, challenging China's supply chain dominance, and creating strategic opportuniti…
Chinese rare earth element exports surge 13.7% in October amid Myanmar mining disruptions, impacting global supply chain for critical technology minerals.
Myanmar rare earth elements surge due to conflict, with Kachin Independence Army seizing major mines. China imposes trade embargo, disrupting global supply cha…
Myanmar's armed insurgency seizes control of rare earth mining hub, potentially disrupting exports to China. Learn about the civil war's impact on the global r…
Khazanah Integrated Operations expands to protect rare earth elements and minerals in Malaysia. Recent success includes thwarting illegal gold mining near Tama…
Explore breakthroughs in efficient, sustainable rare-earth element extraction led by Case Western Reserve University, reducing environmental impact and costs.
