Sep 8, 2026
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5 min read
A Sprott report maps the arithmetic: a $110-per-kilogram Pentagon price floor at MP Materials, nearly $1 billion in U.S. government commitments, and still a race against thirty years of Chinese industrial policy.
Sep 7, 2026
4 min read
Washington is racing to build supply chains one mine at a time. Beijing is building a network — railways, ports, refineries, and alliances, all connected.
Sep 4, 2026
Sep 3, 2026
MIIT's 2026–2030 blueprint shifts Beijing's declared goal from 'scale leadership' to 'comprehensive leadership' — covering patents, global standards, and finished products, not just tonnes mined.
Sep 2, 2026
The same island that fed the world's aluminum industry from a single hillside is now positioned to supply 34% of all NdPr refined outside China.
Sep 1, 2026
Record revenue, floor-price deals from Washington and Tokyo, A$1.2B in cash — and none of it solves the equipment problem at the core of the overrun.
Aug 31, 2026
6 min read
Energy Fuels' terbium oxide passed every test set by one of the world's largest magnet makers outside China. The approval is final. The material can go straight to the production line.
Aug 28, 2026
At $2.8 billion, Serra Verde is the largest single piece of America's critical minerals push — and the only ionic clay mine outside Asia producing all four magnet rare earths at commercial scale.
Aug 27, 2026
Serra Verde's Pela Ema mine is the only scaled producer outside Asia mining all four magnet rare earths. The combined entity targets 6,400 tonnes of oxide capacity by end-2027.
Aug 26, 2026
Starting August 27, every U.S. black mass seller must route 100% of monthly sales to domestic buyers. The refining plants aren't ready for what they're about to receive.
Aug 25, 2026
Jack Lifton compares 2026 to Detroit in 1940 — and explains precisely where that parallel breaks down
Aug 24, 2026
Nine projects — from an MIT spinout to Alcoa — are trying to prove that above-ground waste can replace below-ground exploration
