GM cancels rare earth magnet supply pact with Vacuumschmelze
SEC filings reveal General Motors ended a 10-year offtake contract taking 90% of a South Carolina factory, triggering arbitration…
Company watch
All companies →Energy Fuels
Every EAB briefing that touches Energy Fuels — capital spending, plants, M&A, earnings and policy exposure. 3 briefings.
- First seen
- September 12, 2026
- Latest
- October 23, 2026
- With a linked document
- 3 of 3
- Subject of the briefing
- 1
- Named as exposed
- 2
- Desks
- Energy & Minerals (1), Shipbuilding (1), Semiconductors (1)
Vulcan Elements wins US Army drone permanent magnet contract
The award supplies neodymium-iron-boron magnets for motors in the SkyFoundry program, which targets one million small unmanned…
Korea doubles US rare earth imports to counter China quotas
Inbound deliveries of American rare earth oxides reached $19.06 million as manufacturers diversify magnet feedstocks, though…