News & Insights
Analysis and updates from the critical minerals complex - written for buyers, traders and supply chain teams.
Featured - Rare EarthsChinese customs data show no terbium or dysprosium oxide exports to Japan from November through May, pushing Tokyo to accelerate stockpiling, recycling and allied sourcing arrangements.
All Updates
Rare EarthsChinese customs data show no terbium or dysprosium oxide exports to Japan from November through May, pushing Tokyo to accelerate stockpiling, recycling and allied sourcing arrangements.
EU RegulationsG7 leaders agreed to reduce reliance on any single non-G7 supplier for rare earths and permanent magnets, while the UK opened a £50M Critical Minerals Programme with a dedicated magnet hub.
Rare EarthsAll 18 tracked elements gained in July, led by germanium (+27.8%), indium (+26.5%) and dysprosium (+25.4%), in the first broad-based rally across the complex this year.
Company UpdateNew partnerships and supply agreements strengthen our critical mineral sourcing network across the region.
Battery MineralsSupply chains remain highly concentrated - China produced 78% of the world's natural graphite in 2025, while refining concentration is even greater than mining.
MiningBeijing's MOFCOM move retaliates against the US expansion of its military companies list, targeting the heart of American rare earth supply chain autonomy.
MiningHeavy rare earths face the biggest premiums as ex-China buyers pay multiples of domestic Chinese prices, with new capacity not due until 2027.
Rare EarthsMarket bifurcation deepens: China controls ~92% of refined NdPr and 98–99% of separated dysprosium and terbium, driving record premiums for independently sourced material.
LogisticsMalaysia reviews a $96M US defense supply deal while France's Carester plans a 13,000-tonne separation plant in Perak - cementing the region as a processing hub.
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