Rare earths

Critical Minerals: China’s Grip, America’s Volatility, Europe’s Choice

The energy transition will not fail because the world runs out of useful minerals. It can be slowed, made more expensive, and made more fragile because the industrial systems that turn minerals into batteries, motors, power electronics, grid equipment, and vehicles are concentrated, politically exposed, and hard to rebuild. That … [continued]

New Projects, Partnerships, & Policies Are Needed to Address Supply Chain Risks for Rare Earth…

New IEA report highlights growing mismatch between accelerating use of rare earths across a wide range of technologies and slow pace of supply diversification globally. Rare earth elements are moving rapidly to the forefront of global policy making for energy, transport, advanced manufacturing and digital technologies as demand continues to … [continued]

Auto Industry Crash on Horizon from Lack of Rare Earth Minerals & Magnets?

Whether electric vehicles or gas-powered cars, production could come to a grinding halt in the US and Europe soon. Word on the street is that the escalating trade combativeness between the West and China has led to China putting restrictions on rare earth minerals and magnets. China controls more than … [continued]

China Just Turned Off U.S. Supplies Of Minerals Critical For Defense & Cleantech

In April 2025, while most of the world was clutching pearls over trade war tit-for-tat tariffs, China calmly walked over to the supply chain and yanked out a handful of critical bolts. The bolts are made of dysprosium, terbium, tungsten, indium and yttrium—the elements that don’t make headlines but without … [continued]