China

China Quietly Tightens the MEMS-Materials Chain-and the West Should Pay Close Attention

May 12, 2026

Jiangxi Pushes Magnetic Integration-Another Quiet Signal in China's Downstream Industrial Race

May 12, 2026

Is Brazil Pushing Back as USA Rare Earth Moves on Serra Verde Acquisition?

May 12, 2026

Texas Backs USA Rare Earth-but Round Top Still Must Prove the Hard Part

May 12, 2026

Why the New Supply Chain Arms Race May Make the World More Expensive-Until Technology Fights Back

May 12, 2026

DFARS 2027 Will Not Magically Create a Non-China Magnet Supply Chain

May 12, 2026

India Turns to Russia for Critical Minerals-But China Still Looms Over the Deal

May 12, 2026

China's Rare Earth Hub Baotou Throttles Industrial Activity

May 12, 2026

North Rare Earth's Hydrogen Unit Claims a Fast Start-But Investors Should Verify the Signal

May 12, 2026

China Shock 2.0 Is No Longer a Theory-It's the Rare Earth Supply Chain Reality

May 12, 2026

Arafura Secures Another Government Backstop-Moves Closer to FID

May 12, 2026

Sovereign Wealth Funds Enter the Great Powers Era 2.0: Capital Markets Are No Longer Neutral

May 12, 2026

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