Industrial Metals

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

REEx on USA--Permits, Power, and the Politics of Speed

December 20, 2025

China-USA Reset or Reprieve? A "Rare Earths Reprieve" With Fine Print

December 19, 2025

China Rare Earth Prices Slide Despite "Tightening Controls" - A Market Driven by Inventory, Not Scarcity

January 12, 2026

China's Confidence Theater-and America's Supply Chain Blind Spot

January 12, 2026

DRC Copper-Cobalt Expansion: Satellite Analysis Flags Deeper Chinese Influence Over the Battery-Metals Pipeline

January 12, 2026

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