Highlights China and Iran have launched bilateral scientific workshops on rare earth exploration and processing, raising strategic concerns given China's export controls on REE technologies. Iran's ...
Highlights China's August 11 Rare Earth Price Index hit 260.8, with terbium oxide at ~$990–999/kg domestically versus $3,625–4,500/kg reported outside China. Ex-China heavy rare earth prices for ...
Highlights China's export-control reprieve expires November 10, 2026, while DFARS sourcing requirements tighten January 1, 2027, creating urgent supply chain pressure. The real bottleneck is midstream ...
Indonesia's regulatory gap on trace rare earth content is disrupting alumina, ferronickel, and EV battery material exports, exposing a hidden supply chain risk.
Highlights Evolution Capital initiated coverage of Australian Mines (ASX: AUZ) with a Speculative Buy and a price target nearly three times its current share price. The Flemington Scandium Project ...
Highlights China and ASEAN formally launched the China-ASEAN Artificial Intelligence Industry Innovation Center in Beijing to advance AI research, governance, and digital infrastructure across ...
Germanium supply security is shifting toward circular recovery from coal ash, optics scrap, and zinc residues as the West races to reduce dependence on ...
Highlights Terrafame announced a pre-feasibility study to recover scandium from its Sotkamo complex, potentially making it Europe's only scandium producer and reducing dependence on China's 85% global ...
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 ...
Highlights Multi-institutional analysis reveals China controls 90% of rare earth processing and dominant shares of tungsten (80%) and antimony (60%), with 2025-2026 export controls triggering sixfold ...
Highlights China's Liaoning Provincial Geological and Mineral Investment Development Group has announced a five-year plan to build a vertically integrated minerals platform spanning exploration, ...
Iranian missile strikes on Qatar's Ras Laffan in March 2026 eliminated one-third of global helium supply overnight, doubling spot prices and threatening MRI operations and semiconductor manufacturing ...
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