1+ week, 1+ day ago   (362+ words) Heavy Rare Earth Elements Reveal China's Hidden Chokepoint Beyond Dysprosium and Terbium Rare Earth Exchanges Heavy Rare Earth Elements Reveal China's Hidden Chokepoint Beyond Dysprosium and Terbium - USGS ranks lutetium third among 84 minerals by U.S. supply-disruption risk, with a $2.059 billion annual…...

1+ week, 1+ day ago   (335+ words) The biggest lesson for critical-mineral markets is simple: geology does not equal supply. Finding neodymium, dysprosium, platinum or nickel in an asteroid does not make it ready to use. The material must still be mined, concentrated, separated, refined and turned…...

1+ week, 2+ day ago   (249+ words) This is important—but it is not yet a commercial rare-earth separation breakthrough. The pilot takes Dong Pao ore through flotation and hydrometallurgy to produce a mixed TREO product above 95%. It does not demonstrate commercial production of individually separated neodymium,…...

1+ week, 5+ day ago   (167+ words) A text communication with Rare Earth Observer (opens in a new tab) (REO) was inspirational for this article. Western attention is concentrated on NdPr magnets and Dy/Tb. That risks missing yttrium, gadolinium, holmium, lutetium, and europium—plus Er, Tm,…...

1+ week, 5+ day ago   (202+ words) Africa is becoming a chessboard in Great Powers Era 2.0™, but China began playing several moves earlier. America and Europe need African partnerships not simply to secure mines, but to construct mine-to-separation-to-metal-to-magnet supply chains outside China. Ampasindava illustrates both the opportunity…...

2+ week, 4+ day ago   (246+ words) The founders make the experiment particularly interesting. CEO and co-founder Curtis Wu (opens in a new tab) studied chemical engineering at MIT, later earned an MBA from Harvard, worked in biologics purification at Amgen, and subsequently moved into life-sciences investing....

2+ week, 4+ day ago   (424+ words) Rare Earth Exchanges Inner Mongolia Shengquan Keliyuan Starts Phased Production at 100,000-Tonne Rare Earth Alloy Project - Inner Mongolia Shengquan Keliyuan launched phased trial production at a RMB500 million, 100,000-tonne-per-year rare earth alloy facility in Baotou's Guyang County. - The project produces 40,000 tonnes…...

3+ week, 2+ day ago   (199+ words) Scale explains the moat. China Northern Rare Earth alone budgeted approximately 45,000 tonnes of NdPr and Nd metal production in 2025. Shenghe operates rare-earth metal processing in Sichuan, Jiangxi, and Inner Mongolia. These facilities sit beside equipment suppliers, experienced operators, and enormous…...

3+ week, 2+ day ago   (156+ words) Days before this article appeared, GRINM met China Rare Earth Group to deepen cooperation spanning technology R&D, commercialization, intelligent manufacturing and industrial deployment. GRINM separately describes rare earths as one of its most important businesses and a “national strategic…...