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Germany’s Automotive Reckoning and America’s Industrial Illusion
“Germany must learn software. America must relearn manufacturing. China already combines both—and industrial leadership will belong to the…
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Lanthanum and Cerium: The Rare Earths Everyone Ignores Are the Ones America Uses the Most
For years, investors have been taught that only four rare earths matter: neodymium, praseodymium, dysprosium, and terbium. These…
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Malaysia: A Quiet Center of Gravity in the Next Rare Earth Supply Global Ordering
Governments and financial markets have spent the better part of a decade searching for the country that will…
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Malaysia and Indonesia: Test Cases for China’s Global Rare Earth Control
“China’s objective is no longer merely to dominate rare earth production at home. It is to control the…
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China’s Rare Earth Endgame: What Happens After November 10?
The International Energy Agency estimates that full implementation of China’s rare earth export controls could place $6.5 trillion…
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American Rare Earths Advances Its U.S. Mine-to-Magnet Strategy
Six months into his tenure as CEO, Mark Wall is moving American Rare Earths Limited (ASX: ARR | OTCQX:…
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First Phosphate’s C$17.7 Million Raise Shifts Focus to Execution
The central challenge facing most critical minerals developers is no longer proving that their commodity matters. It is…
