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 separation facilities within three years.
Energy & Critical Minerals — Cross-border
RSSPower supply for industry, refining capacity, rare earths and the chokepoints in between. This page covers Cross-border.
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…
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…
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…
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…
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…
Benchmark says ex-China heavy rare earth prices jumped 150% in Q3
Western buyers paid a sixteenfold premium for European dysprosium oxide over Chinese domestic spot rates as Pentagon procurement…
Aerospace suppliers test rare-earth-free turbine coatings
The National Research Council of Canada and Oerlikon Metco are reviving 1970s non-rare-earth ceramic formulas as Chinese supply…
Metlen warns Europe may lose gallium supply to US buyers
The Greek refiner's planned 50-ton unit covers all European demand, but 25% is already contracted to an American firm as regional…
Modi warns BRICS against mineral export curbs in New Delhi
The warning at the 18th summit challenges Beijing's supply dominance as expanded BRICS members account for 40% of global GDP and…
Tesla drops rare earths in Cybercab motor to cut China risk
The drive unit shrinks 18% and sheds 25% in weight, while federal regulators open a safety review into the driverless vehicle in…
Brazil Senate passes critical minerals bill to expand rare earth processing
The legislation allocates 7 billion reais to build domestic refining capacity and challenge China's control over permanent magnet…