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GAO Finds Critical Mineral Recycling Could Cut U.S. Import Reliance-but the Hard Part Comes Next

Highlights GAO's July 2026 report finds battery recycling is the strongest near-term option for reducing U.S. dependence on imported lithium, cobalt, nickel, and copper. Feedstock availability is a ...
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Chinese Society of Rare Earths Sets 28-Track 2026 Annual Meeting Across the Full Rare Earth Value Chain

China's rare earth establishment is preparing an unusually broad 2026 Annual Academic Conference in Suzhou, October 23–26, bringing together researchers, producers, equipment suppliers, and downstream ...
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NioCorp Developments Expands Elk Creek to Eight Critical-Mineral Products With $4.1 Billion Pre-Tax NPV

NioCorp's Elk Creek feasibility study projects $4.1B pre-tax NPV and 8 critical minerals over 40 years, but financing and price assumptions remain key risks.
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Kachin Independence Organization Rejects Separate Junta Talks-Rare Earth Risk Deepens

Highlights The Kachin Independence Organization rejected bilateral negotiations with Myanmar's military junta, demanding comprehensive multi-stakeholder talks instead. KIO-controlled territory ...
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Laos Suspends Chinese Rare Earth Mine-Exposing Beijing's Heavy Rare Earth Vulnerability

Highlights Laos suspended a Chinese rare earth project in August 2026 over legal-compliance and environmental concerns, halting heavy rare earth feedstock supply. China relies on ion-adsorption ...
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China Built the Periodic Table. Now It Is Coming for the Auto Industry

China's decades-long control of rare earths, batteries, and magnets is now reshaping global auto markets—and Western tariffs can't fix the supply chain ...
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Philippines Orders Critical Minerals Shift Toward Domestic Processing Under EO 122

The Philippines wants to stop being merely the quarry and become part of the factory. President Ferdinand Marcos Jr. signed Executive Order No. 122 on August 18, creating a national framework to ...
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Lynas Rare Earths Reports A$222 Million FY26 Profit as HRE Expansion Cost Jumps 63%

Lynas posted A$222M profit and 76% revenue growth in FY26, but a 63% capex jump reveals the true cost of building ex-China rare-earth supply chains.
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China Magnet Industry Roundup: Profits Rise as Beijing Guards the Export Gate

Highlights JL MAG, Ningbo Yunsheng and Tianhe Magnetic Materials led earnings growth, with Ningbo Yunsheng forecasting up to 187% profit increase in H1 2026 Zhong Ke San Huan 's 1.4% net margin and ...
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Indonesia Tests Mineral Exports for Rare Earths as Low Grades Expose Processing Challenge

Highlights Over 100 mineral shipments were delayed in July 2026 under Indonesia's mandatory rare-earth screening program, highlighting regulatory and processing gaps. PT Timah and Perminas are ...
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China Rare Earth Industry Association Reports 261.3 Price Index as Heavy Rare Earths Split Into Two Markets

CREIA reports a 261.3 price index as dysprosium, terbium, and yttrium face near-zero availability outside China, creating a two-market rare earth reality.
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Rare Earth Metallization Confronts China's Grip on the Oxide-to-Metal Bottleneck

China controls ~90% of rare-earth oxide-to-metal conversion. Western metallization capacity is emerging but a redundant allied ecosystem is 5–10 years away.