Business•Industry•Policy Intelligence
Power supply for industry, refining capacity, rare earths and the chokepoints in between.
Western buyers paid a sixteenfold premium for European dysprosium oxide over Chinese domestic spot rates as Pentagon procurement rules force a 2027 split in permanent magnet supply chains.
The White House announced the two-year energy purchase alongside tariff relief on $30 billion of goods, but Beijing omitted the…
The French specialty chemical group booked 3,000 cubic meters of glacial acrylic acid capacity at the Ulsan HDOT terminal,…
The National Research Council of Canada and Oerlikon Metco are reviving 1970s non-rare-earth ceramic formulas as Chinese supply…
A potential buyout would give Beijing indirect exposure to the sole operating American rare earth mine alongside the Pentagon, MP…
A 79.2 billion won equipment package departed Vietnam on Sept. 17 for Poland's 1.5-gigawatt Baltica 2 project, marking the first…
Affiliates pair Vietnamese refining and Lynas feedstock to deliver 1,000 tons of permanent magnets annually by 2027 as Western…
The Greek refiner's planned 50-ton unit covers all European demand, but 25% is already contracted to an American firm as regional…
The warning at the 18th summit challenges Beijing's supply dominance as expanded BRICS members account for 40% of global GDP and…
Inbound deliveries of American rare earth oxides reached $19.06 million as manufacturers diversify magnet feedstocks, though…
Seoul prepares to sign downstream smelting agreements during bilateral talks Sept.
South Korean power equipment supplier retains its leading position in North America as AI data center grid bottlenecks push its…
Wafer prices surged 250% to $5,000 as the British epiwafer maker flagged raw material permit delays while posting a 43% jump in…
A state policy report highlights the smelter's urban mining and biochemical extraction ventures as South Korea seeks alternatives…
The drive unit shrinks 18% and sheds 25% in weight, while federal regulators open a safety review into the driverless vehicle in…
The 2.79-gigawatt investment off Jindo County will supply zero-carbon power to advanced manufacturing facilities and artificial…
Processors pause mineral cargoes to American buyers over regulatory risks despite valid export licenses, leaving United States…
The legislation allocates 7 billion reais to build domestic refining capacity and challenge China's control over permanent magnet…
Yichun regulators revoked the environmental acceptance notice for China's largest lepidolite mine, leaving operations idle and…
Export licensing and refining bottlenecks keep electric drive makers tied to standard rare-earth grades despite laboratory trials…
Utility-scale battery systems and automated industrial demand response balance western Japan manufacturing corridors during peak…
Hydrometallurgical refiners now extract up to 12 percent of domestic heavy rare earth supply from NdFeB scrap under Beijing's…
Sumitomo Metal Mining, Marubeni, and Mitsui build alternative hydrometallurgical refining channels to feed Japanese battery…
The joint ministerial directive sets binding production limits for state-owned mining champions, tightening upstream feedstock…