6+ hour, 55+ min ago   (297+ words) That distinction matters. Mining more minerals does not automatically diversify the Western supply chain if concentrates ultimately flow into Chinese processing networks. The Institute report itself recognizes this problem: China remains dominant across processing of many strategic minerals, while Chinese…...

16+ hour, 6+ min ago   (984+ words) Aug 24, 2026 | Rare Earth Products This article walks through the energy flow in an electric propulsion system, identifies where REEs show up in real hardware, explains the performance tradeoffs operators face — mass, space, safety, charging infrastructure, and cost — and examines why…...

23+ hour, 45+ min ago   (188+ words) The strategic intelligence sits beneath the bandwidth. 6G networks, satellites, subsea cables, data centers, and AI systems may look digital, but their foundations are stubbornly physical. They consume semiconductors, optical materials, copper, specialty metals, power electronics, permanent magnets, and rare earths....

1+ day, 6+ hour ago   (223+ words) The headline trade deficit deserves context. In 2025, America ran a $48.3 billion goods deficit with Canada but a $27.7 billion services surplus—shrinking the combined imbalance to roughly $21 billion. Then comes energy. America imported $111 billion of Canadian energy in 2025. Canada supplied roughly…...

1+ day, 13+ hour ago   (185+ words) India has already spent years rewriting mining rules to attract capital into lithium, rare earths, and other strategic minerals. The 2023 MMDR changes created a dedicated critical-mineral framework, empowered central auctions, and expanded private exploration. The 2026 reform attacks a different bottleneck:…...

2+ day, 18+ hour ago   (181+ words) Bunting’s argument reinforces a central REEx warning: announced capacity is not industrial capability. On the podcast, Bunting described mine-to-magnet as deceptively simple: separation is extremely difficult, Rare Earth Exchanges® (opens in a new tab) metallization “is not easy,” and manufacturers…...

2+ day, 13+ hour ago   (368+ words) Rare Earth Exchanges Geological Survey of India Identifies 8.1 Million Tonnes of Rare-Earth-Bearing Alluvium in Telangana - GSI identified 8.1–8.15 million tonnes of alluvium averaging 746 ppm TREE at Pata Gangaram, Telangana—an early-stage G3 inferred resource, not a reserve. - Simple arithmetic yields only about…...

3+ day, 14+ hour ago   (199+ words) Scale explains the moat. China Northern Rare Earth alone budgeted approximately 45,000 tonnes of NdPr and Nd metal production in 2025. Shenghe operates rare-earth metal processing in Sichuan, Jiangxi, and Inner Mongolia. These facilities sit beside equipment suppliers, experienced operators, and enormous…...

3+ day, 17+ hour ago   (156+ words) Days before this article appeared, GRINM met China Rare Earth Group to deepen cooperation spanning technology R&D, commercialization, intelligent manufacturing and industrial deployment. GRINM separately describes rare earths as one of its most important businesses and a “national strategic…...

3+ day, 17+ hour ago   (150+ words) Source: U.S. Embassy Manila The Luzon Economic Corridor linking Subic, Clark, Manila, and Batangas could provide the physical backbone—ports, logistics, energy, and industrial zones—while U.S. and Japanese capital and technology supply the missing industrial muscle. But the hard…...