Archive | Element 17

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.

Lynas Pays A$968 Million for the Largest Ionic Clay Rare Earth Deposit Outside China

Oct 6, 2026

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5 min read

Lynas Pays A$968 Million for the Largest Ionic Clay Rare Earth Deposit Outside China

The Caldeira project in Minas Gerais holds an estimated 41,000 tonnes of DyTb oxides locked in ionic clay — the same geology that gives China its grip on heavy rare earths.

Oct 5, 2026

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5 min read

The Ambassador Uses the Word 'Kowtow'

Twenty-three years after Magnequench left Anderson, Indiana, someone in Beijing — with an American flag on his desk — is finally saying so on camera. Three months from now, the clock runs out.

The Man Who Built Serra Verde Takes Over America's Rare Earth Company

Oct 2, 2026

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5 min read

The Man Who Built Serra Verde Takes Over America's Rare Earth Company

Thras Moraitis inherits three countries, four facilities, a $1.6 billion federal commitment, and a stock trading at $15.18 against an analyst consensus of $35 — the market is pricing in the distance between plans and running plants.

Oct 1, 2026

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5 min read

One Rare Earth Market Just Became Two

Benchmark's Q3 data shows ex-China dysprosium rising 150% while domestic Chinese prices held flat — a structural split, not a cyclical blip.

America Is Building the Plants. It Doesn't Have the People to Run Them.

Sep 30, 2026

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5 min read

America Is Building the Plants. It Doesn't Have the People to Run Them.

The U.S. graduates 285 mining engineers a year. The DOE says it needs 600. The magnet factories open in 2028.

Gansu Just Automated a 12,000-Ton Rare Earth Line. The West Is Still in the Planning Stage.

Sep 29, 2026

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6 min read

Gansu Just Automated a 12,000-Ton Rare Earth Line. The West Is Still in the Planning Stage.

China's newest refining system handles mixing, melting, testing, and packing in a single continuous process. That is the bar every Western producer now has to clear — and none has.

PrNd alloy breaks 900,000 yuan a tonne while terbium keeps sliding

Sep 28, 2026

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5 min read

PrNd alloy breaks 900,000 yuan a tonne while terbium keeps sliding

The PrNd alloy range (893,000–900,000 yuan/mt) is the only clean, unrounded figure in today's stories, so it's the pair:

The Greenland Security Deal Landed. One Stock Surged 230.5%. Another Gained 38%

Sep 25, 2026

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6 min read

The Greenland Security Deal Landed. One Stock Surged 230.5%. Another Gained 38%

The REMX ETF moved only 1.5% on the same day — which tells you the rally was about Greenland specifically, not the sector at large

The Busan Truce Expires in 47 Days. Xi Is at the White House Today.

Sep 24, 2026

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5 min read

The Busan Truce Expires in 47 Days. Xi Is at the White House Today.

Trump has backed down at every summit since Osaka 2019. Reuters says rare earth dependency is the reason why — and the pattern is holding.

Bessent and He Lifeng Spent Sunday at JP Morgan. Rare Earths Made the Agenda.

Sep 23, 2026

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5 min read

Bessent and He Lifeng Spent Sunday at JP Morgan. Rare Earths Made the Agenda.

The Busan truce expires November 10. Washington says China's supply has fallen short on the ground. Tomorrow's summit is a deadline dressed as diplomacy

The Pentagon and Beijing on the Same Cap Table

Sep 22, 2026

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5 min read

The Pentagon and Beijing on the Same Cap Table

If China Rare Earth Group buys Shenghe, Beijing gets an indirect stake in Mountain Pass — the very mine the Defense Department paid $400 million to secure.

SEE MORE BRIEFINGS

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

Lynas Pays A$968 Million for the Largest Ionic Clay Rare Earth Deposit Outside China

The Ambassador Uses the Word 'Kowtow'

The Man Who Built Serra Verde Takes Over America's Rare Earth Company

One Rare Earth Market Just Became Two

America Is Building the Plants. It Doesn't Have the People to Run Them.

Gansu Just Automated a 12,000-Ton Rare Earth Line. The West Is Still in the Planning Stage.

PrNd alloy breaks 900,000 yuan a tonne while terbium keeps sliding

The Greenland Security Deal Landed. One Stock Surged 230.5%. Another Gained 38%

The Busan Truce Expires in 47 Days. Xi Is at the White House Today.

Bessent and He Lifeng Spent Sunday at JP Morgan. Rare Earths Made the Agenda.

The Pentagon and Beijing on the Same Cap Table

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