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Japan Quietly Expands Southeast Asia Rare Earth Offensive to Break China's Grip

Japan is accelerating a strategic push across Southeast Asia to build China-independent supply chains for rare earths, nickel, scandium, and advanced industrial materials—an effort that could reshape ...
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Afghanistan's Rare Earths Under Taliban Rule: China Tightens Its Grip on a Fragile Prize

Ashraf Dawar of the University of Peshawar, working with co-authors Muhammad Waqar Khan and Lindsey Tchatchouang, has published a timely open-access study in the Journal of Trace Elements and Minerals ...
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Japan Extends Its Rare Earth Strategy: Lynas Agreement Locks Supply and Sets a Market Signal Through 2038

Highlights Lynas Rare Earths and JARE finalized a long-term supply agreement through 2038 featuring a $110/kg NdPr price floor, 5,000 tonnes annual offtake, and 75% of heavy rare earth production ...
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Aclara Resources: Quietly Building Potential Heavy Rare Earth Powerhouse

Still, Aclara’s heavy-rare-earth focus, ESG profile and strong industrial backers make it one of the few credible challengers to China’s ionic-clay monopoly. Summary This REEx analysis profiles Aclara ...
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China's Spy Agency Puts Rare Earth Supply Chains on Notice

Highlights China's Ministry of State Security uncovered industrial espionage cases targeting semiconductors, rare earths, and data—including a foreign firm allegedly bribing a Chinese executive to ...
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Proterial's India Magnet Bet: A Factory, a Supply Chain, and a Glimpse of Great Powers Era 2.0

Highlights Proterial will invest ₹2,250 crore (~$260M) to build a 1,200-tonne-per-year NdFeB magnet facility in Andhra Pradesh, India. The plant targets critical sectors including electric vehicles, ...
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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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Lynas Signals Strength Amid Supply Chain Shifts

Lynas Rare Earths (ASX: LYC), the world’s largest producer of rare earths outside China, posted a 66% year-on-year revenue increase to A$200.2 million in the September quarter. The result missed ...
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Rare Earth Civil War: MP Materials Sues USA Rare Earth in Explosive Texas Court Fight

Highlights MP Materials filed suit in Texas Business Court against USA Rare Earth, executive Kevin Elkins, and FOM Technologies on May 22, seeking injunctive relief. The lawsuit pits two competing ...
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The Mine That Keeps Slipping: Arafura's Nolans Project and the Reality Gap in Rare Earth Strategy

Highlights Arafura's Nolans Rare Earths Project FID delayed from early 2025 to the first half of 2026, awaiting German government investment confirmation despite hundreds of millions in public funding ...
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Ramaco Raises $200M to Accelerate Brook Mine Rare Earth Development in Wyoming

Highlights Ramaco Resources completes $200 million public offering to develop Brook Mine rare earth and critical minerals project in Wyoming Project projected to produce 1,240 tons of rare earth ...
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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 ...