China

REEx Brief? China's Rare Earth "Moneyball" Ledger Shows a System Getting Costlier, More Import-Dependent, and More Value-Selective

February 16, 2026

Rare Earths aren't "a Metal." They're a Specification Jungle.

February 16, 2026

Rare Earth "Contagion" Warning: UK Motor Innovator Says EV Supply Chain at Risk

February 16, 2026

From EV Price Wars to Humanoid Ambitions: China's Automakers Pivot Hard into Robotics

February 16, 2026

"Great Powers Era 2.0": Rubio in Munich, Rare Earths, and the Trump-Xi Pivot

February 16, 2026

America Tests Thorium's Promise as China Moves to Scale

February 16, 2026

Philippines-Indonesia Nickel Pact: Coordination or Cartel Lite?

February 16, 2026

Idle Mines or Algorithmic Alchemy? AI, Quantum Claims, and the Real Rare Earth Bottleneck

February 16, 2026

Rare Earth Leverage, AI Power, and Grid Wars - The New South Becomes the Real Battlefield

February 15, 2026

"30 Days Isn't Strategy": Quant Model Calls for 500 t Dysprosium + 150 t Terbium to Protect U.S. Defense Continuity

February 15, 2026

Gansu Rare Earth Moves to Secure Holiday Supply Chain and Warehouse Safety

February 15, 2026

Chinese Rare Earth Producer Launches Pre-Holiday Discipline Sweep, Reinforces Political and Safety Controls

February 15, 2026

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