China hikes rare earth prices by 45%

One of China’s biggest rare earth producers has hiked prices significantly, underscoring tightening market conditions and high geopolitical tensions in the midst of a raging conflict in the Middle East. On Friday, China Northern Rare Earth Group said it had set its rare earth concentrate transaction price for the second quarter at 38,804 yuan (about US$5,390) per tonne, excluding tax, …

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Rare earths need $60bn financing overhaul as China threat looms: IEA

International Energy Agency warns that China’s continued dominance of rare earth material supply chains is putting up to $6.5tr of global economic activity at risk every year. Around $60bn of investment is needed over the next decade to develop more diversified rare earth supply chains for clean and digital technologies, as China’s continuing dominance of these critical markets. Chinese export …

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Kazakhstan Eyes Rare Metals Mining in Afghanistan and Rwanda

Kazakhstan is assessing rare metals mining opportunities in Afghanistan and Rwanda, as laboratory tests and geological studies advance on samples collected from both countries. Kazakhstan is studying the possibility of extracting rare earth elements and other strategic minerals in Afghanistan, as Astana looks to expand its overseas mining interests and secure access to critical raw materials used in modern industry. …

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Australia passes law to trade, stock fuel alongside rare earths

Australia’s parliament has passed legislation empowering the country’s export credit agency to physically buy, stockpile and sell fuels alongside critical minerals including rare earths, as the country suffers energy shortages triggered by the Middle East conflict. Prime Minister Anthony Albanese’s administration had announced its intention to establish the critical minerals reserve in January. However, as global energy markets were upended owing to the US-Israel war against Iran, …

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Japan, France to cooperate on critical minerals, nuclear power

Japan and France on Wednesday agreed to advance cooperation on critical minerals supply as well as nuclear power, Kyodo News reported. At a meeting in Tokyo, Japanese Prime Minister Sanae Takaichi and French President Emmanuel Macron expressed “serious concerns” about restrictions on critical mineral exports. China, which reportedly mines about 70% of the world’s supply and refines around 90%, tightened …

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Brazilian government considers creating state-owned company linked to rare earths

The Brazilian government has begun internal discussions to evaluate the creation of a state-owned company linked to rare earths, according to officials familiar with the talks consulted by BNamericas. The discussions are at a preliminary stage and, even within the government, have generated divisions, with some factions more connected to the political area, such as the Chief of Staff’s Office, advocating …

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Canada loaning millions to proposed Nunavik rare earth mining project linked to Trump White House

Amid Prime Minister Mark Carney’s calls that the Canada-U.S. relationship is ruptured, Ottawa has committed $175 million to a mining project in northern Quebec whose major U.S. investor is closely linked to the Trump administration. Energy and Natural Resources Minister Tim Hodgson says the Carney government’s support for the rare earth mine is necessary to protect Canadian jobs and the …

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US and allies push rare earths, lithium supply chains but structural hurdles remain

Efforts by the United States and allied nations to rebuild critical mineral supply chains are progressing, but structural and market challenges are keeping the industry on an uneven footing, according to a Jefferies report. Rare earth magnet capacity in the US is expanding from a near-zero base, while lithium markets are shifting from surplus toward a tighter carbonate balance by …

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Is This The No.1 Way To Play the Rare Earth Crisis?

In Euclid, Ohio, just outside Cleveland, sits a facility that most people would drive right past without a second look. But inside that facility, work is being done that could reshape America’s position in one of the most critical supply chain battles of our time. The company behind this work is REalloys (NASDAQ: ALOY), and they’re turning rare earth oxides …

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