Gaon Cable builds US nuclear wire lines in North Carolina
The South Korean supplier will equip its Tarboro factory for reactor circuits, expanding beyond a $50 million distribution cable project.
Energy & Critical Minerals
RSSPower supply for industry, refining capacity, rare earths and the chokepoints in between.
China Northern Rare Earth fixes fourth-quarter concentrate supply priceMembers
A quarterly formula adjustment at 38,769 yuan per ton sets upstream costs while the Baotou exchange builds nationwide benchmark…
Mitsubishi Materials taps Vietnam tungsten to counter China curbs
The Japanese refiner began commercial shipments from Masan High-Tech Materials on Oct.
China rare earth suppliers hold shipments to US contractors
Delays mount across American defense motor supply chains as Chinese exporters withhold heavy rare earths and permanent magnets…
Idemitsu Kosan Produces Recycled Naphtha at Chiba Refinery
The Japanese refiner integrated a 20,000-ton chemical recycling unit to crack plastic waste into crude oil substitute, closing…
Malaysia curbs raw rare earth exports to force local refining in 2026
Revised export guidelines cap research shipments at 100 metric tons and require overseas processing applicants to build domestic…
LS Cable backs Korea Future Materials in $15M US copper push
The South Korean wiremaker is taking up 40 million new shares to finance a recycling plant near LS GreenLink in Virginia, raising…
HD Construction Equipment wins $286M data center engine deal
The South Korean machinery group will supply 22-liter natural gas engine blocks to Enchanted Rock through 2028 to power North…
China Rare Earth Group faces feedstock curbs from Myanmar
Cross-border shipments of heavy rare earth feedstocks remain throttled after conflict in Kachin State cut Chinese imports under…
Iwatani and Cosmo approve 50 billion yen Chiba hydrogen hub
The joint venture will restore an idled 80-ton daily generator and build a liquefaction unit at Cosmo Oil's refinery, creating an…
Chalmers maps automotive gallium recovery under China curbs
A Swedish study shows automotive electronic waste yields almost no gallium or germanium, while industrial bauxite residues hold…
MP Materials begins shipping non-China magnets to GM plantsMembers
The Fort Worth facility will supply 1,000 metric tons of finished NdFeB magnets annually for 500,000 electric vehicles under a…
US Senator Daines urges China talks to protect rare earths
The appeal follows a 21% drop in August magnet imports from China, with bilateral working groups seeking to avert shortages…
Cameco backs $120B US-Korea nuclear pact for eight reactors
A one-off patent waiver clears up to two Korean APR1400 units on American federal land while securing a $4.0 billion licensing…
Evolution Metals scales Korea magnet capacity to 10,000 tons
The Miami-based producer is racing to install 13 Japanese sintering machines by November ahead of a strict Pentagon ban on…
Dysprosium prices jump outside China as buyers split supply
Benchmark and REEx data show heavy rare earths trading up to 17 times higher in Europe and North America as military rules…
China yttrium export curbs squeeze Western chip toolmakers
Ultra-high purity yttrium oxide surged 140-fold to $850 a kilogram as plasma etch chamber coating shortages delay wafer fab tool…
Pentagon awards Elmet $2.45B to cut China tungsten reliance by 2027
The equity and procurement package expands domestic powder manufacturing fivefold before a federal ban on Russian and Chinese…
LG Electronics adds chiller plants in US and Korea for AI cooling
A 150 billion won investment in Virginia and domestic sites targets thermal bottlenecks as data center power requirements climb…
LS Electric wins $133M US transformer deal for AI power grids
The 345-kilovolt substation order covers nine North American sites through 2030, underscoring persistent transformer shortages…
CATL buys 20,000 tons of cathode copper in $320 million pact
A Hong Kong unit will prepay $100 million in December to related trader An Sheng Mining, capping purchases at $150 million in…
German industry stockpiles critical minerals for China trade talksMembers
Industrial buyers expand rare earth and gallium reserves as Brussels prepares for October negotiations in Beijing, while US…
China halts sulfuric acid exports, squeezing nickel plants
Ministry records confirm no statutory decree was issued Sept. 28, prolonging informal customs curbs that cut 4.65 million tons of…
US mounts Kenya rare earth challenge against China at Mrima Hill
Washington backs Western mining consortia for Kwale County niobium and rare earth rights as Kenya enforces local refining rules…