In Jiangxi province in the early 1990s, rice farmers noticed the rivers turning red. Heavy rain washed clay from the hills above their fields into the water. That clay turned out to be full of rare earths. Not locked in hard rock. Just sitting in the dirt, held by weak bonds that could be broken with acid and water.

China built hundreds of small mining sites across its southern provinces. The process was cheap. The scale was huge. Within a decade, China went from a modest rare earth producer to the source of over 90% of the world's supply. The red clay hills of the south became the base of a grip that still holds today.

Now the same geology is showing up six thousand miles west. In Brazil.

Last week, IMC Rare Earths found a new high-grade zone at Block H of its Itarantim project in Bahia. Seven meters grading at 5,695 ppm total rare earth oxide, with 38 ppm terbium oxide and 258 ppm dysprosium oxide — the two heavy rare earths that defense and EV makers need most. A three-meter section inside it hit 7,841 ppm. The whole zone starts just two meters below the surface — barely deeper than a fence post. And Block H sits outside IMC's existing 1.1 billion tonne resource, which means the deposit just got bigger.

IMC is not alone. In the past six months, three big deals have planted Western rare earth hopes in Brazilian soil. USA Rare Earth closed its $2.8 billion deal for Serra Verde's Pela Ema mine in Goiás — the only scaled producer of all four magnetic rare earths outside Asia. Lynas bid A$968 million for Meteoric Resources and its Caldeira deposit in Minas Gerais. Three companies, three states, one bet that the West's rare earth future runs through South America.

That matters because the heavy rare earths — terbium and dysprosium — are the ones the West cannot get. S&P Global said last month that ex-China dysprosium oxide now costs 16.3 times the Chinese domestic price. Terbium is 7.5 times. Those gaps exist because there is almost no supply outside China. Brazil's ionic clays could change that — the deposits are shallow, the process is simpler than hard-rock mining, and the heavy rare earth grades at Block H are real.

The question is time. China spent thirty years building its ionic clay industry. Brazil is just getting started. But for the first time, the West has a geological answer to China's grip — and it is buried in red clay.

Wall Street veteran Dylan Jovine told me about this stock that could run 7,000% starting today.

(Here's the math he used)

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Dylan's not one to brag, but when asked to personally meet with Trump Jr. and multiple U.S. Congressmen in recent months...

He posed interesting questions and got interesting answers.

Gaining a whole new perspective on what's driving the war in Iran - and it's part of what he's calling a "Trump Money Reset."

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Here's the full story >>

Australia's official forecaster projects rare earth exports will triple in the next two years. The latest Resources and Energy Quarterly shows critical minerals rising from A$17 billion in export value in 2025–26 to A$26.2 billion by 2027–28. Rare earths are the fastest-growing segment as production expands beyond Lynas's Mt Weld to new mines across the country. Canberra is backing the shift with over A$7 billion in production tax incentives through its Future Made in Australia program, plus a A$1.2 billion strategic reserve with price floors for key oxides. As iron ore revenues cool, critical minerals are next.

Paladin EnviroTech is spending over $5 million to nearly quadruple its Ohio rare earth recovery plant — from 40 tonnes a year to 150 by Q3 2027. The company pulls neodymium, praseodymium, terbium, and dysprosium out of old hard drives, EV motors, MRI machines, and wind turbines. MRI magnets can contain up to 16% dysprosium, making them one of the richest non-mining sources of heavy rare earths in the West. Paladin works with Western Digital and uses a non-acid process from Ames National Laboratory that recovers 97–98% of the rare earths. Six US sites, two in Europe, South Korea next.

American Rare Earths released an updated scoping study for the Cowboy State Mine within its Halleck Creek project in Wyoming. The plan calls for 4.5 million tonnes per year over 26 years, producing roughly 2,500 tonnes of NdPr oxide annually — 36% more than the 2025 base case. After-tax NPV comes in at $1.07 billion at an 8% discount rate, with initial capital of about $900 million. The company says production could feed straight into the US permanent magnet supply chain. All tonnage in the study is based on Indicated resources — no Inferred material in the mine plan.

Grid.

So here's a number that should stop you cold.

BlackRock launched a new fund on the New Money Grid.

It hit $2.8 billion in assets in THREE months.

According to CNBC, they're going public with Securitize, the platform powering their tokenized money market fund.

Yes, that means BlackRock, the biggest asset manager on Earth, is already on the grid.

Already moving billions.

And here's the thing most people miss:

Every dollar that moves across this new grid burns a scarce digital fuel.

Get the ticker for this fuel before Wall Street catches on.

As the money floods in, and it's flooding in FAST…

The demand for this fuel skyrockets.

And by design... the more it gets used... the more the supply shrinks.

You don't need to be a finance expert to know what happens when demand goes vertical and supply falls off a cliff?

Oil went 1,233% when this happened in the '70s.

Uranium went 946% in the early 2000s.

Rare earths went 2,512% when China cut supply in 2010.

It's called a commodity crunch.

And this one's bigger than all three combined.

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The American Geosciences Institute chose "Critical Minerals for a Thriving Society" as the theme for October 11–17. Universities across the country are hosting talks on topics from agricultural minerals to microbe-assisted extraction. It is the first time the annual event has centered on critical minerals.

— American Geosciences Institute

Four days after Golden Week ended, actual rare earth orders remain thin. SMM says PrNd alloy held at pre-holiday levels through October 8 with no intraday moves. Buyers are probing for lower prices while sellers hold firm on costs.

— Shanghai Metals Market

China's Rare Earth Industry Association posted its latest price index at 263.6 on October 9, up from 262.9 in late September. NdPr oxide rose to ¥730–750/kg. Terbium oxide drifted lower even as small-lot transactions cleared above $12,000/kg.

— Rare Earth Exchanges

Southern Illinois University researchers will present on using microbes to harvest rare earths at an October 14 talk during Earth Science Week. The session explores how bacteria might help recover critical minerals from unconventional sources.

— SIU News