Archive | Element 17

Up to 80% of Rare Earth Oxides Sold Outside China May Still Trace Back to Chinese Supply

Oct 22, 2026

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5 min read

Up to 80% of Rare Earth Oxides Sold Outside China May Still Trace Back to Chinese Supply

The Pentagon isn’t asking where the magnet was assembled. It’s asking where the ore was dug – and that answer shapes which contractors face the hardest compliance problem before January 1.

The World Bank Just Raised Its Critical Minerals Target to $19 Billion

Oct 21, 2026

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5 min read

The World Bank Just Raised Its Critical Minerals Target to $19 Billion

From $3.6 billion to $19 billion in five years – the World Bank’s new Metals and Minerals plan is the largest multilateral bet on critical minerals announced to date.

The 2010 Japan Playbook, Sixteen Years Later

Oct 20, 2026

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5 min read

The 2010 Japan Playbook, Sixteen Years Later

No press release, no formal cutoff – just ships that stopped clearing. Beijing ran the same script on Japan over the Senkakus in 2010. The target is different now; the logic is familiar.

Dysprosium at $2,158/kg, up 377% This Year – and the Mine That Could Help Is Gridlocked

Oct 19, 2026

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4 min read

Dysprosium at $2,158/kg, up 377% This Year – and the Mine That Could Help Is Gridlocked

Browns Range is Australia’s richest dysprosium deposit. It cannot advance while a legal standoff over 17% of Northern Minerals’ shares sits unresolved – and Canberra is running out of patience.

The Steenkampskraal Mine Was Found in 1949, Closed in the 1960s, and Cut Its Ribbon This Month

Oct 16, 2026

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5 min read

The Steenkampskraal Mine Was Found in 1949, Closed in the 1960s, and Cut Its Ribbon This Month

EXIM’s chairman does not tour projects his bank has no intention of funding. The Make More in America loan review for Elk Creek is still open.

Six Officials Flew to a Nebraska Cornfield on a Tuesday. Here Is What Brought Them.

Oct 15, 2026

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5 min read

Six Officials Flew to a Nebraska Cornfield on a Tuesday. Here Is What Brought Them.

EXIM’s chairman does not tour projects his bank has no intention of funding. The Make More in America loan review for Elk Creek is still open.

Europe’s €21.1 Billion Critical Minerals Plan Has One Problem: the Money Isn’t Guaranteed

Oct 14, 2026

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5 min read

Europe’s €21.1 Billion Critical Minerals Plan Has One Problem: the Money Isn’t Guaranteed

Brussels has committed roughly €2 billion in public funds. The 93 strategic projects it has now endorsed carry a €21.1 billion price tag. Strategic status, the Commission notes, “facilitates access” to financing – it does not provide it.

The Red Clay Hills of Jiangxi Gave China 90% of Global Rare Earth Supply. The Same Geology Just Turned up in Bahia.

Oct 13, 2026

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5 min read

The Red Clay Hills of Jiangxi Gave China 90% of Global Rare Earth Supply. The Same Geology Just Turned up in Bahia.

IMC’s Block H returned 7,841 ppm in a three-meter interval that starts two meters below the surface – and the zone sits entirely outside the existing 1.1 billion tonne resource.

Mine-to-Magnet Sounds Complete. It Stops in the Middle.

Oct 12, 2026

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5 min read

Mine-to-Magnet Sounds Complete. It Stops in the Middle.

The U.S. made roughly 300 of the 48,000 tonnes of NdFeB magnets it consumed last year. Jack Lifton says the missing link isn’t the mine or the magnet – it’s every motor plant that would have bought them.

A Rare Earth Deposit in Andalusia Sat Untouched for Forty Years. Osmond Resources Thinks It Can Mine It for Free.

Oct 9, 2026

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5 min read

A Rare Earth Deposit in Andalusia Sat Untouched for Forty Years. Osmond Resources Thinks It Can Mine It for Free.

Zircon and titanium revenues more than cover the full mining bill – leaving NdPr, dysprosium, and terbium as pure margin.

Oct 8, 2026

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5 min read

Anderson, 1995. Fort Worth, 2026.

MP Materials shipped its first NdFeB magnets to GM this quarter, closing a loop that began when Magnequench's production lines left Indiana for China three decades ago.

Brazil's Runoff Is Eighteen Days Away. Rare Earths Are What It's Really About.

Oct 7, 2026

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5 min read

Brazil's Runoff Is Eighteen Days Away. Rare Earths Are What It's Really About.

Seventy-three years after Vargas nationalized oil, whoever wins on October 25 will set the terms for the Western world's largest new rare earth source.

SEE MORE BRIEFINGS

Up to 80% of Rare Earth Oxides Sold Outside China May Still Trace Back to Chinese Supply

The World Bank Just Raised Its Critical Minerals Target to $19 Billion

The 2010 Japan Playbook, Sixteen Years Later

Dysprosium at $2,158/kg, up 377% This Year – and the Mine That Could Help Is Gridlocked

The Steenkampskraal Mine Was Found in 1949, Closed in the 1960s, and Cut Its Ribbon This Month

Six Officials Flew to a Nebraska Cornfield on a Tuesday. Here Is What Brought Them.

Europe’s €21.1 Billion Critical Minerals Plan Has One Problem: the Money Isn’t Guaranteed

The Red Clay Hills of Jiangxi Gave China 90% of Global Rare Earth Supply. The Same Geology Just Turned up in Bahia.

Mine-to-Magnet Sounds Complete. It Stops in the Middle.

A Rare Earth Deposit in Andalusia Sat Untouched for Forty Years. Osmond Resources Thinks It Can Mine It for Free.

Anderson, 1995. Fort Worth, 2026.

Brazil's Runoff Is Eighteen Days Away. Rare Earths Are What It's Really About.

Your Daily Edge on the Rare Earths Market.