Market Watch
Exclusive reports for REEx Insights subscribers about business updates and deals happening in this space.
Who Made the Bet? Markets Signal a New Era of Information Advantage
March 26, 2026
Semiconductors and HDDs: A Supply Chain Resilience Assessment Through the REE and Critical Minerals Lens
March 26, 2026
Locked Out, Still Locked In: The West's Drone Industry Breaks from China-But Can't Escape It
March 23, 2026
REEx Supply Chain Resilience Signals for Automotive OEMs and Distributors
March 22, 2026
REEx Structural Rare Earth Market Signal Tracker: March 16-21 2026
March 21, 2026
Hormuz as a Filter in the Great Powers Era: A Narrow Passage, a Global Shudder
March 21, 2026
REEx Structural Rare Earth Market Signal Tracker: Week of March 9-14, 2026
March 15, 2026
BlackRock's Withdrawal Cap: A Liquidity Test in Great Powers Era 2.0
March 9, 2026
REEx Structural Rare Earth Market Signal Tracker: Weekly Tracking March 2-6 2026
March 7, 2026
USAR's Round Top Buyout: Full Control, Same Chemistry Risk
March 5, 2026
REEx Structural Rare Earth Market Signal Tracker: Structural Momentum Index-Coverage Window: February 23 - February 28, 2026
March 2, 2026
USA Rare Earth: Strategic Asset or Speculative Surge? A Cold Look at USAR's Share Swings
March 2, 2026
Jamie Dimon's Bubble Warning: What It Means for Rare Earth Investors
February 24, 2026
Sell Lynas? Or Misread the Midstream? A Financial and Strategic Reality Check
February 23, 2026
REEx Deep Research Forecast: When Does the United States Achieve True Mine-to-Magnet Resilience?
February 23, 2026
Offtake Extension: Volume Signal, Not Revenue Certainty
February 15, 2026
Deals of the Week in Rare Earths & Magnets: Feb 9 - Feb 13, 2026
February 15, 2026
REEx Weekly Delta: Rare Earth Narratives vs. Industrial Reality
February 15, 2026
When Prices Rise but Stocks Don't: A Rare Earth Reality Check
February 10, 2026
The Nascent ex-China Rare-Earth Ecosystem: Money, Mandates, and a New Price of Security
February 9, 2026
