Lynas
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The Critical Mineral Companies Western Supply Chains Can’t Afford to Lose, and Who Will Pay to Keep Them Alive
Over the last several years, governments worldwide have identified the minerals they consider critical to national security, industrial…
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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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Lynas Takes the Rare Earth Race to Brazil with Meteoric Bid
The race to loosen China’s grip on rare earth supply has produced a proposed A$968 million deal with…
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Aclara’s JOGMEC Deal Shows Washington How Rare Earth Supply Chains Are Built
“Supply-chain security is not achieved by possessing deposits or announcing subsidies. It is achieved by controlling the path…
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Can Vietnam Build a Rare Earth Supply Chain Independent of China?
A great many rare earth companies do business in, or are trying to do business in, Vietnam. The…
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Iwatani, the Japanese Company You’ve Never Heard Of, Is Emerging as a Heavy Rare Earth Powerhouse
Most observers focus on the Japan Organization for Metals and Energy Security (JOGMEC) because it is the government’s…
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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…
