Market Watch
Exclusive reports for REEx Insights subscribers about business updates and deals happening in this space.
From Neodymium to the Yuan: How Industrial Control Becomes Monetary Power
February 2, 2026
China Rare Earth Prices Firm as Index Pushes Higher: Rare Earth Exchanges™ Market Brief | CREIA Jan 29–30, 2026
February 1, 2026
Treasury Under Strain: Separating Signal from Spin in the "Dollar Doom" Narrative
February 1, 2026
Iluka Resources Under the Microscope: Impairments, Idle Assets, and the Long Bet on Rare Earths
February 1, 2026
Rare Earth Workforce: Booming Demand vs. Talent Shortage
February 1, 2026
Rare Earth Supply Chain Developments: Jan 19–31, 2026 | REEx Subscriber Intelligence Report
February 1, 2026
Once-in-a-Decade Stock-or Once-in-a-Decade Test? Inside USA Rare Earth's Real Challenge
January 31, 2026
Whipsaw Week: When Paper Metals Crash but Physical Tightness Screams
January 31, 2026
Applying a Critical REEx Lens: When Crypto Narratives Overreach the Supply Chain
January 29, 2026
Northern Minerals, Boardroom Pressure and the China Risk the Market Still Under prices
January 29, 2026
Arafura Quarterly: Almost at FID - and Better Positioned Because of It
January 29, 2026
Energy Fuels (UUUU): The Midstream Myth, the Midstream Reality, and the Valuation Disconnect
January 28, 2026
Critica's Jupiter Project: De-Risking Rare Earths the Hard Way
January 28, 2026
China’s Jan. 28 Rare Earth Price Sheet: Heavy Magnet Inputs Rise, While the West Still Can’t Escape China’s Price Signal
January 28, 2026
Robots, Rare Earths-and Red Ink: When China's Automation Boom Hits the Balance Sheet--Downstream
January 26, 2026
Foreign Treasury Holdings and Capital Flows: Signal vs. Narrative
January 25, 2026
Foreign Capital Bets on China Tech-What It Signals, What It Misses
January 25, 2026
REEx Briefing: Greenland, Geopolitics, and Optics - Separating Signal From Spectacle and Great Powers Era 2.0
January 25, 2026
REEx Investor Brief: USA Rare Earth “Set You Up for Life” Claims Need a Reality Check
January 25, 2026
Greenland, Treasuries, and the Dollar: Separating Signal From Noise for Critical Minerals Investors
January 25, 2026
