Industrial Metals
Licenses Granted, Leverage Retained: China's Rare Earth Exports Stay on a Short Leash
January 12, 2026
Green Inspections, Red Lights: China Tightens the Screws-Again
December 22, 2025
Chinese Officials Signal Deeper State Backing for Shenghe Resources and Overseas Rare Earth Strategy
January 12, 2026
Defense Metals Signals Confidence-but Investors Should Separate Momentum From Milestones
December 22, 2025
Why Venture Investors Reject Mining Deal
December 22, 2025
USA Rare Earth After the Bounce: Valuation Math vs. Mine-to-Magnet Reality
April 06, 2026
Rare Earths Powering the Sixth-Generation Fighter Pipeline
April 06, 2026
Japan's $19 Billion Central Asia Bet: Rare Earth Strategy or Diplomatic Theater?
January 12, 2026
A Calm Voice Over a Noisy Supply Chain
January 12, 2026
Jiangxi Moves to Reallocate—Not Expand—Rare Earth Oxide Capacity
April 06, 2026
China Signals Tactical Easing on Rare Earth Exports-But Control Remains Centralized
December 20, 2025
REEx Message: How Market Manipulation Is Undercutting Western Rare Earth Independence
January 12, 2026
