China’s $120 Billion Rare Earth Metals Bet Raises Supply Risks, Study

China’s push into the overseas market is rapidly reshaping the global supply chain for critical minerals. The country’s grip on raw materials and the energy transition is tightening, raising concerns about Western competitiveness. A report by Climate Energy Finance (CEF) shows that since 2023, Chinese firms have deployed more than $120 billion across lithium, copper, nickel, rare earths, and bauxite projects worldwide. The …

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US and Chile sign joint declaration on critical minerals and rare earth elements: Top points

On March 12, 2026, following the inauguration of President José Antonio Kast in Chile, the United States and Chile signed a joint declaration titled “Joint Declaration for the Establishment of Consultations on Critical Minerals and Rare Earth Elements” (Declaration), establishing a framework for bilateral consultations and cooperation on critical minerals and rare earth elements. The Declaration reaffirms cooperation between the …

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‘Not for Sale’: Rare Earths Pitch Ignites Debate Over US-Myanmar Engagement

As American diplomacy dramatically shifts under President Trump, experts warn of “major policy ramifications” in Myanmar. On July 17 last year, an American businessman named Adam Castillo visited the White House. Speaking to advisors of Vice President J.D. Vance, he pitched options for the United States to seek access to Myanmar’s rare earths. Following the meeting, he told Reuters that he had …

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US Reportedly Has Just Two Months Of Rare Earths Left

The U.S. military’s reliance on Chinese rare-earth minerals is emerging as a strategic vulnerability as Washington’s conflict with Iran unfolds and President Donald Trump prepares for a closely watched visit to Beijing later this month. US officials and analysts say the war has intensified concerns about supply chains for the specialized minerals used in advanced weapons systems, SCMP reports. According to people familiar with …

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Rare Earth Metals Have Dominated on Wall Street. This New Form of Aluminum Could Make Them Obsolete.

The markets have been kind of obsessed with rare earth metals for the past couple of years now. Between all the stockpiling, price surges, and geopolitical export controls we’ve seen, rare earths definitely turned out to be the big commodity story of 2025.  But believe it or not, it looks like rare earth metals are about to get even bigger in the …

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Venezuela Opens Its Gold and Rare Earths to U.S. Mining

A Country’s Subsoil, Opened for Business Venezuela is rewriting its mining laws at a pace that tracks not with ordinary legislative process but with the tempo set by Washington. On Monday, the ruling-party-controlled National Assembly passed a new mining bill in its first of two required votes, barely a week after acting President Delcy Rodríguez announced the legislation alongside U.S. …

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World’s rare earth giants: Top 10 countries with the biggest reserves

More countries are emerging as potential rare earth oxides (REO) suppliers, with upward revisions of estimates of available deposits in key countries outside China. Latest data from the US Geological Survey points to upward adjustments for Australia’s reserves (from 5.7 million to 13.6 million tonnes) and Malaysia’s (to 0.71 million tonnes), citing official government data. A renewed attention to reserve …

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No Missiles, No Drones: What Happens When Rare Earths Stop Flowing?

In October 2025, something wild happened on the global stage that clearly demonstrated one of the Western world’s most glaring weaknesses…but most people in the United States missed it entirely. This happened when President Trump boldly and publicly threatened China with 100% tariffs beginning on November 1, 2025. In response to this threat, Beijing didn’t flinch. Instead, it responded quietly with a …

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Magnet Wars: How the U.S. Plans to Break China’s Grip on Rare Earths

The struggle for geopolitical supremacy is rapidly becoming a struggle over one critical resource – rare earth magnets. They will determine whether the United States can build military equipment at scale, whether weapons can be replaced as fast as they are used, and whether industry can keep pace with demand across an economy measured in the tens of trillions of …

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Trump’s Secret Weapon in the Rare Earth War

Long before trade wars and tariffs, China secured manufacturing dominance by controlling rare earths – a reality so consequential that the United States and its allies are now pledging more than $8.5 billion just to claw back some control of the supply chain. As global manufacturing expanded over the past two decades, rare earth processing was steadily pushed out of Western supply …

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