Rare Earths Supply Chain
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The Rare Earth Permanent Magnet Industry Will Be Built by Evolution, Not Revolution
Investors looking at the rare earth permanent magnet (REPM) sector need to understand a simple reality: the next…
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China’s Rare Earth Playbook: Status‑Quo Stability, Crisis‑Driven Leverage, and the Global Race to Respond
For more than a decade, analysts have warned that the world’s dependence on China for rare earths represents…
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The Strategic Value of USA Rare Earth Investing in France’s Carester
For decades, policymakers in Washington, Brussels, and allied capitals have spoken about the need to reduce dependence on…
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MP Materials and USA Rare Earth Clash in Texas Trade Secrets Lawsuit as Race for U.S. Rare Earth Magnet Supply Chain Intensifies
A legal dispute between MP Materials Corp. (NYSE: MP) (market capitalization approximately US$10 billion) and USA Rare Earth,…
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The Chemistry of Reality and the Rise of Rare Earth Wish Factories
“The chemistry and metallurgy dictate the flowsheet — not investor enthusiasm.” — Jack Lifton, Co-Founder & Co-Chair, Critical…
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America, the Oblivious
European resource imperialism dominated world politics from the close of the Napoleonic Wars to the end of the…
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ABx Group’s Mark Cooksey on Dysprosium, Terbium and the Race for Heavy Rare Earths
On the floor of PDAC 2026 in Toronto, InvestorNews host Tracy Hughes spoke with Dr. Mark Cooksey, Managing…
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The Bonfire of the Capital
“A trillion here, a trillion here, pretty soon you’re talking about real money.” I’m paraphrasing the late great…
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No EV Boom, No Rare Earth Magnet Boom: The Demand Reality Facing Critical Minerals for the U.S. Market
The recent Wall Street Journal report on the Detroit automakers’ $50 billion reckoning over electric vehicles reads as…
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The Critical Minerals Report (02.09.2026): Project Vault and the West’s Scramble for Rare Earths and Price Power
The past two weeks have laid bare a quickening scramble for control of critical minerals. In Brazil, officials…
