Market Watch
Exclusive reports for REEx Insights subscribers about business updates and deals happening in this space.
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
The China Price Gravity Report: Rare Earths, Magnets, and the Reality of Decoupling
January 25, 2026
Why a "33% Crash" Call on Lynas May Underprice the Strategic Premium
January 25, 2026
Critical Metals Corp. Surges on Offtake Headlines - But Investors Should Read the Fine Print
January 23, 2026
PM Mark Carney's "Rupture" Speech and an Emerging New Global Order?
January 22, 2026
Bond Vigilantes Meet Great Powers Era 2.0
January 22, 2026
