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China Northern: Lost in Translation; Malaysia to ask China for help; RE know-how for the rest of us; Russia: Back to the future; EGT…
Rare Earth 20 March 2024 #143
Mar 21
PDAC; Myanmar armies fight in RE areas; Laos mandates domestic processing; Malaysia RE moves; Disconnected Canadian minister; Doom for ion…
Rare Earth 13 March 2024 #142
Mar 13
NdPr falls below $50/kg; India auctions RE license; ARR comment; China adds to visitor hazard; EV espionage? Brazil Gold Rush; CRE warm-up…
Rare Earth 4 March 2024 #141
Mar 4
February 2024
China H1 quota; China-US talks; Post-CNY price drop; Desperate hype and hot air from the usual suspects: MP, Hastings, ARR
Rare Earth 23 February 2024 #140
Feb 23
Lynas take-over plans of MP; Aclara's PEA; Myanmar warlords and rare earths; EU dual use export restriction guide; Kyrgyzstan peddles…
Rare Earth 05 February 2024 #139
Feb 5
January 2024
Special Issue: Baotou expansion plans; RE on China's industrial restructuring plan; China hunts foreign rare earth spies; China's RE and…
Rare Earth 25 January 2024 #138
Jan 25
Lynas analyst estimates fall; Mixed news for EV; Giant Denso plan RE-free motor; RE-prices fall double digit during 1st two weeks of the…
Rare Earth 22. January 2024 #137
Jan 21
Lots of politics; A deeper look into Scandium; China Rare Earth Group expands; Who is Astron?; More IAC approved in Malaysia; Prices drop…
Rare Earth 8 January 2024 #136
Jan 8
December 2023
Throwing tantrums: After one year of hesitation the Catalogue of China's Export Prohibited and Restricted Technologies is implemented, and…
Rare Earth 22 December 2023 #135
Dec 22, 2023
If RE or only the weather - everything is national security in China; RE forecasts in doubt; 3rd batch of China quota; RE stock performance…
Rare Earths 17 December 2023 #134
Dec 17, 2023
November 2023
Old stereotypes; EU's planned economy; Malaysia begins RE royalty; China RE sourcing in SEA shaky; A XXL IAC deposit; Rainbow de-risk; REEMF…
Rare earth 29 November 2023 #133
Nov 29, 2023
Hyperventilation over China RE rule; Pensana's finance; MP sink into loss; Shenghe's cheap deal with Vital; Peak resist Shenghe; Northern…
Rare Earth 10 November 2023 #132
Nov 9, 2023
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