Key developments: China formalised its critical‑mineral strategy on 9 October 2026, confirming its grip on about 60‑70 % of global rare‑earth mining and over 90 % of processing capacity, and producing roughly 93 % of permanent magnets. The country’s April 2025 export controls on…
Continue reading China’s October 2026 Rare‑Earth Export Controls Prompt EU, U.S. and Global Industry ShiftsKey developments: – China remains the dominant player in rare earths, controlling roughly 60‑70% of mining and over 90% of processing, and produces about 93% of global permanent magnet output. – The temporary suspension of a second wave…
Continue reading China’s November 2026 Export‑Control Deadline Sparks EU Managed‑Access Deal and a looming U.S. defense banKey developments: China’s 2025 export curbs on heavy rare earths and a pending U.S. defense rule banning Chinese‑origin rare‑earth metals and magnets from 2027 have spurred a wave of investment in non‑Chinese sources. MP Materials has scaled up,…
Continue reading US and Allies Accelerate Rare‑Earth Supply Chain Build‑out Ahead of 2027 Defense BanKey developments: 2025 saw China tighten export controls on heavy rare earths, prompting the United States and its allies to accelerate alternative sourcing. Australia sealed a critical minerals deal with the United States on 21 October 2025, while the United…
Continue reading Global Race to Secure Rare‑Earth Supply Chains Intensifies Ahead of 2027 U.S. Defense Ban
