July 18, 2026
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Thermocline Advisory

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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American Rare Earths Advances Its U.S. Mine-to-Magnet Strategy

First Phosphate’s C$17.7 Million Raise Shifts Focus to Execution

Jack Lifton with Pat Ryan on Ucore Leading the Western Rare Earths Separation Race

Fox Tungsten Advances One of the World’s Highest-Grade Tungsten Projects as Market Fundamentals Strengthen