The Pentagon Has Less Than 8 Months to Break China’s Rare Earth Grip

China moved this week to take tighter control of its rare earths producers amid an escalating tit-for-tat battle with Washington over everything from tariffs and semiconductor warfare to pressure over Iran and Hormuz. At the same time, an ominous Pentagon deadline looms large, with the entire American defense system to be banned from using any Chinese-origin rare earths materials beginning in January …

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The No.1 Rare Earth Stock for 2026?

Roughly 40 years ago, the United States made a decision that seemed perfectly rational at the time: it stopped processing rare earths. The economics didn’t make sense when China could do it cheaper, so U.S. facilities closed…the expertise scattered…and an entire layer of industrial capability mostly disappeared from North American soil. REalloys (Nasdaq: ALOY) is the company now working to undo …

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Rare Earth Maps Are Being Redrawn to Include Greenland

Western defense secretaries and technology executives should keep a map pinned above their desks. It would show the global distribution of rare earth deposits, the 17 elements that make electric vehicles run, wind turbines spin, fighter-jet guidance systems lock onto their targets, and smartphones come to life. On that map, one color would dominate, the red of China. China controls …

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Minerals over ideology? US embraces pragmatic diplomacy to break China’s rare earths grip

Washington under Trump is eager to secure alternative supplies, but Beijing’s dominance appears too strong to break soon, observers say The Trump administration’s strategic interest in rare earths is pushing the US towards more pragmatic diplomacy as it seeks to rebuild critical mineral supply chains without China, according to observers. As a result, there had been cooperation with other countries on resource projects …

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China’s Rare Earth Leverage Explained in 3 Shocking Charts

Failed peace talks and the ongoing disruption at the Strait of Hormuz reminded the world what a chokepoint looks like. Oil spiked. The Dow dropped. Investors scrambled for safe havens. Then, just as quickly, the tension eased again. This kind of week forces a question: what other chokepoints are hiding in plain sight? There’s one that could make Hormuz look manageable in one …

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Rare Earths vs. Critical Materials: Navigating 2 Distinct Opportunities

Rare earth elements (REEs) and critical materials, despite their sometimes interchangeable use, represent two distinct investment opportunities. Understanding the nuances can help investors navigate the strategic shifts in 2026, which include geopolitical uncertainty. Rare Earths or Critical Materials? Rare earth elements are critical materials, but not all critical materials are rare earths. This presents a simplified way to discern between …

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Norway to develop Europe’s largest rare earth deposit

The Norwegian government has approved a state plan for the development of the Fens deposit, which contains neodymium and praseodymium. The project will strengthen European security and industry. The Norwegian government has decided to develop a state plan for the Fens deposit, which contains rare minerals. This is stated in a message on the Norwegian government’s website, UNN reports. Details “The government …

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Korea, China reaffirm need to ensure stable supply chains for critical minerals, rare earths

Korea and China have reaffirmed the need to work together to ensure stable supply chains for critical minerals, rare earths and other materials amid growing global uncertainties, the foreign ministry said Tuesday. They shared the understanding during the Joint Economic Commission, a high-level bilateral economic dialogue, led by Second Vice Foreign Minister Kim Jina and Chinese Vice Commerce Minister Yan …

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Rare Earths Surge: The Minerals Outpacing Lithium

Lithium may dominate the headlines, but it’s no longer the most interesting story in critical minerals. A quieter rally is building—one driven by AI demand, defense needs, and tightening supply. And this time, the action is shifting to minerals most investors barely track. Rare Earths Step Into The Spotlight “The biggest moves are in rare earths and key strategic minerals,” Harvey Kaye, Executive …

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Brazil demands rare earths be processed at home as US and China compete

Move comes as Washington locks US$565 million deal with Brazil’s only operating rare earth mine. Brazil will require foreign partners to process rare earth minerals domestically as a condition for access to its reserves, a senior government official said this week, setting terms that could reshape how Chinese and Western firms compete for resources the country has long exported raw. …

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