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China's Rare Earth Truce Expires in 155 Days. The Pentagon Magnet Ban Hits 51 Days Later.

Jun 8, 2026

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5 min read

China's Rare Earth Truce Expires in 155 Days. The Pentagon Magnet Ban Hits 51 Days Later.

Two deadlines. One 70-day window. Here's what this week's news looks like against the clock.

The GAO Said in 2010 That Rebuilding US Rare Earths Would Take 15 Years. It's Been 16.

Jun 5, 2026

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5 min read

The GAO Said in 2010 That Rebuilding US Rare Earths Would Take 15 Years. It's Been 16.

This week, US rare earth companies committed $3 billion in new infrastructure in four working days. The clock ran out. The buildout is just starting.

The Pentagon's Rare Earth Magnet Ban Is 211 Days Away

Jun 3, 2026

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5 min read

The Pentagon's Rare Earth Magnet Ban Is 211 Days Away

On January 1, 2027, Chinese magnets get banned from US weapons systems. The US makes 0.3% of the world's NdFeB magnets. Plus: USA Rare Earth's third plant in five months.

USA Rare Earth Got Sued on Friday. On Monday They Were in Paris With a Check

Jun 1, 2026

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4 min read

USA Rare Earth Got Sued on Friday. On Monday They Were in Paris With a Check

The €175M France expansion lands the same week MP Materials filed for magnet IP theft. Plus Japan mining rare earth mud from six kilometers under the Pacific.

The Two US Magnet Companies Are Now Suing Each Other

May 29, 2026

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5 min read

The Two US Magnet Companies Are Now Suing Each Other

China makes 94% of NdFeB magnets. America makes 0.3%. And the 0.3% just landed in Texas state court.

The Quad Just Became a Buyers' Club

May 27, 2026

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4 min read

The Quad Just Became a Buyers' Club

Four countries, $20 billion, one shared problem: China refines 90% of the rare earths the modern economy runs on.

Japan Hasn't Imported Terbium Since December

May 25, 2026

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4 min read

Japan Hasn't Imported Terbium Since December

Reuters broke the story Friday. The 2010 playbook, run again — with more leverage.

The One Word China Used After the Summit Changes Everything

May 23, 2026

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5 min read

The One Word China Used After the Summit Changes Everything

Fifty years after Nixon opened the door to China, the West is discovering how hard it is to unwind a dependency Beijing spent decades building — and one carefully chosen word from this week’s summit reveals exactly where things stand.

The Pentagon’s Drone Plan Has One Massive Problem

May 22, 2026

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5 min read

The Pentagon’s Drone Plan Has One Massive Problem

America just ordered tens of thousands of attack drones for the wars of the future — but nearly every critical magnet inside them still depends on a supply chain China controls.

He flew 7,000 miles for rare earths. China gave him a word.

May 21, 2026

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4 min read

He flew 7,000 miles for rare earths. China gave him a word.

The word was "address." Not a deal, not a timeline, not a single ton of dysprosium — just a verb designed to sound like progress. Meanwhile, China's own summary of the summit didn't mention rare earths at all. Exports of the heavy metals that keep EV magnets working and missiles flying are still running 50% below pre-control levels. And in the background, two deadlines are ticking: November 10, when the tariff truce expires, and January 1, when the Pentagon bans Chinese magnets from every American weapons system.

Eight months. That's all the Pentagon has left.

May 19, 2026

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4 min read

Eight months. That's all the Pentagon has left.

On January 1, 2027, every Chinese-origin rare earth magnet gets banned from American weapons systems — all the way back to the mine. An F-35 holds 900 pounds of the stuff. A Virginia-class submarine needs 9,200. Lockheed and Northrop are already scrambling to certify their supply chains. The problem: China still refines 90% of the world's rare earths, and the only Western company separating the heavy ones produced 8 tons last quarter. The world needs thousands.

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