Critical Minerals & Rare Earths
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The American Rare Earths Magnet Problem
Many ways describe America’s dependence on foreign sources for rare earth permanent magnets. We can talk about mines,…
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How Many Rare Earth Permanent Magnets Does the U.S. Military Actually Need?
How much tonnage of specialized neodymium-iron-boron permanent magnets does the U.S. military require each year, and how much…
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Critical Minerals Report: The Dog That Didn’t Bark as Trump-Xi Punt Leaves Critical Minerals in Limbo
The most consequential outcome of the latest Trump–Xi meeting was a non-event. With China’s moratorium on critical minerals…
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Critical Minerals Report (10.04.2026): A Summit Without a Rare Earth Deal Leaves the West Buying Its Way to Supply
When Xi Jinping left Washington on September 25th after a three-day state visit, the most telling sentence in…
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Are We Subsidizing Our Own Tariffs? Rethinking the Rare Earth Revival
Washington wants to rebuild an American rare earths industry. It is committing public money to mining, separation, metal-making,…
