The investment thesis is stronger than TELF’s article—but also more complicated. Rare Earth Exchanges® has previously examined Morgan Stanley’s forecast that the humanoid-robotics market could ...
The Argus Australia Critical Minerals Forum 2026 brings together industry leaders, investors, policymakers and market experts to discuss the latest developments in rare earths, lithium, manganese and ...
The junta has held bilateral meetings with the United Wa State Party, Ta’ang National Liberation Army, National Democratic Alliance Army, and Shan State Progress Party. The KIO argues that this divide ...
Indonesia is confronting an unexpected export bottleneck after regulatory uncertainty surrounding trace rare earth content disrupted shipments of alumina, ferronickel, and mixed hydroxide precipitate ...
Madagascar's 2025 IGF country profile (opens in a new tab) correctly identified the island as an emerging source of critical minerals, but developments in 2026 show the story has evolved. The country ...
The world's rare earth challenge does not begin in the mine—it begins in a labyrinth of chemistry that few policymakers, investors, or even industry observers fully appreciate. While governments race ...
A largely underreported development signals a potentially important shift in global critical mineral strategy: a delegation from Libya has engaged directly with the U.S. Geological Survey (opens in a ...
The report integrates government data, industry metrics, and cross-regional policy analysis to map the extent to which Chinese materials are embedded in global manufacturing. It tracks export volumes, ...
For decades, the world treated helium as a given, the gas that fills birthday balloons and makes voices squeak. It was cheap, apparently inexhaustible, and too trivial for strategic attention. Then, ...
China’s near-monopoly over rare earth elements – about 69% of global mining and 90% of processing – is more than a resource play; it is the backbone of a strategic innovation drive across high-tech ...
A Certificate of Analysis (COA) is a formal laboratory document that reports the results of analytical testing performed on a material. Issued and signed by an authorized laboratory representative, ...
For the former, China decides who can export, then manages how much. For the latter, everyone may apply—but each shipment runs a bureaucratic gauntlet. Silver’s inclusion is especially telling. China ...
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