News
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BYD’s Megawatt Leap Downstream in the Verticals – Charging Tech Breakthrough Signals China’s Next Move in Rare Earth-Driven EV Dominance
BYD’s groundbreaking 1,000 kW Super e-Platform reveals China’s ambitious strategy to revolutionize EV charging technology and global electric vehicle standards.
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Digging Deeper In A High-Stakes Look at Innovation in EV Mineral Supply Chains
Explore how technological innovation is transforming critical mineral supply chains for electric vehicles, addressing challenges in extraction, processing, and global competition.
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Behind the Scenes of the Rare Earth Supply Chain With The Traders, Financiers, and the Coming Post-China Boom
Explore the evolving rare earth trade landscape, where commodity traders like Traxys are reshaping global supply chains beyond China’s dominance.
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CSIS ‘Unpacks’ Trump Executive Order Involving Critical Minerals
Trump’s 2025 executive order expands critical minerals production, leveraging federal resources and financing to strengthen U.S. national security and economic competitiveness.
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Energy Fuels (American: UUUU) Inks Deal with The Chemours Company, Positioning for ‘ex’ China Market Growth
Energy Fuels and Chemours forge a strategic alliance to build a U.S.-anchored critical minerals supply chain, challenging global geopolitical dependencies.
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Rare Earth Sector Unfolding Dynamics
Navigate the complex landscape of critical minerals market dynamics, exploring technological shifts, geopolitical tensions, and emerging global industrial strategies.
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Tesla Faces Mounting Demand Pressures as Wall Street Slashes Price Targets
Mizuho cuts Tesla price target to $430, citing weakening EV demand in US, Europe, and China, with potential implications for rare earth markets.
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China’s Baogang Group Unveils Rare Earth Fiber Breakthrough Involving New Era of Smart Textiles
Baogang Group unveils revolutionary rare earth-enhanced textile fibers with thermal, antibacterial, and cooling properties, signaling a new era in smart clothing technology.
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Global Heavy Rare Earth Elements Market Forecast
QY Research reveals the global heavy rare earth market to grow to $2.3B by 2031, with Asia-Pacific dominating 63% of market share and key players driving innovation.
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Trump’s Mineral Mandate An Important Start, But Can It Bring America to the Resilience Finish Line?
President Trump’s executive order aims to reclaim America’s mineral independence, fast-tracking permits and opening federal lands to reduce reliance on foreign minerals.
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White House Executive Order on Critical Minerals: A Step Forward, but Gaps Remain in the Supply Chain Strategy – What’s China’s Move?
White House executive order targets U.S. mineral supply chain independence, addressing critical vulnerabilities in rare earth production and challenging China’s global dominance.
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Yunnan Discovers a Super-Large Rare Earth Deposit
China discovers massive 1.15-million-ton ion-adsorption deposit in Yunnan, potentially strengthening global rare earth supply chain dominance.