Sitemap - 2023 - The Rare Earth Observer

Throwing tantrums: After one year of hesitation the Catalogue of China's Export Prohibited and Restricted Technologies is implemented, and more....

If RE or only the weather - everything is national security in China; RE forecasts in doubt; 3rd batch of China quota; RE stock performance 2024; Korean CEO at VTRE; and more...

Old stereotypes; EU's planned economy; Malaysia begins RE royalty; China RE sourcing in SEA shaky; A XXL IAC deposit; Rainbow de-risk; REEMF progress; GMA add funding; Quadrant's troubles; Lynas' AGM

Hyperventilation over China RE rule; Pensana's finance; MP sink into loss; Shenghe's cheap deal with Vital; Peak resist Shenghe; Northern Minerals resist PRC shareholders; Western RE cos price revolt;

Lynas license extended; Graphite restrictions not a China-only; Rare earth arrests in China + Vietnam; Pensana's dead parrot sketch; Aclara's "snow job"; China Northern Q3 output up >30%;

Does China drop the proposed RE-magnet technology export ban?; PRC RE quota details; Vital CA file for bankruptcy, REEtec need new supply; Hallgarten's strategy; Pensana lift handouts from UK govt;

China: Hurt feelings, cleaner water and EV anti-subsidy Ju-Jutsu; Africa pushes back; Malaysia to ban RE raw material export; Kyrgyzstan is back; Recycling; Its RE season in China;

Vietnam RE fake news, policy details; Seabed authority missed deadline; Japan govt RE mission to Africa; ZF's RE-free EV motor; Update from Pensana; Aclara low recoveries; USA RE sued for fraud;

Canada on fire; Myanmar, again; Bad signals from PRC economy; USA RE ask Hatch for help; Shenghe's plans for Peak; Lynas go for IAC; Reenova saga continues; More 0.x% TREO companies;

Japan largest buyer of China RE; China RE raw material imports rise 68% yoy; Malaysia rare earth corruption arrests; Florida's phosphates; Ferrite magnets for EV; India says no to China EV;

Goldman's shared RE wisdom; RE Crisis of 2010-2011 revisited; India's okays private RE exploration; China's EV surveillance; Niocorp's Stellantis deal; Prices continue depression.

China undiluted rule for Ge and Ga exports; Chinese attacked in Myanmar; China okays thorium reactor; Serra Verde commission mine operation; Pensana change plans; BYD subsidies US$1 bio/year?;

Canada upsets China; China re-educates patriots on RE; Malaysia IAC; EV subsidy fraud in China; Hastings and Neo non-bind; Namibia: no export of unprocessed RE; Noveon; Don Bubar quits; Prices are up

Mind HMS; India opens RE magnet facility; China rare earth fraud; Pensana in dire straits; RareX become a fertiliser company; 3 x Ionic RE; UBS brilliant analysts;

China's officials go green; Neo in hot water; Neo's sintered NdFeB factory; Hastings: a disaster; Iluka miss the point; IAC a game changer?; A German EV drive without RE;

G7 and China warn each other on RE; Neo's quarterly; China's poor economy; Vietnam's rare earth growth?; Lynas insist on removal of conditions; Baotou and Shenghe annual reports;

PRC RE-raw material imports up >30%, value up 90%; China Northern in crisis mode; New espionage law and rare earths; Kennedy's latest bombshell; Japan's RE consumption decline;

Media manipulation; Myanmar people protest against China RE miners; IREL to expand REO 400%; Lynas saga; Vital's concept dead; Vietnam's RE; Acquisitions in RE & magnets; RE prices continue to fall;

Anti-corruption bloodhounds target New Energy; Chicken without heads; JOGMEC dump NMI?; Ahead of IPO Fujian Changting raise capital from BYD and China Northern; Prices continue fall; ARR, Vital, etc.

Lynas saga: Suspense mounts; China restricts access to research & RE data; China H1 Quota for Heavy RE up 37%; India RE exploration; Pensana stock crash; Energy Fuels to produce NdPr end of 2023;

China's RE self-image; Algae and RE; Kerala radiation; 2023 RE quota; China Northern's deal with Baotou and new project; MP's Q4 call; Lynas's license drama; And Reenova again

OZ blocks China NTU investment 2nd time; Tesla melts down RE market; Lynas tofu-deal; OZ undermining its own RE project; RE no-starters in US, OZ and China; GMA get additional funding;

Globalisation & Hegemony; Planned economy returns to rare earths; Rosatom sanctions; China's zero-carbon gambit; Lynas' same old trouble; China RE raw material imports 2022;

China tightens export ban of SmCo/NdFeB and RE know-how; China's RE and RE magnet exports 2022; VAC sign with General Motors; India starts exports of NdPr;

PRC again plays the RE card on Japan; Myanmar border opens; The Swedish spin & other hilarious junior miner nonsense; Marx i/o market: Also EU consultants call for rare earth communism;

2022 blood letting; Same-old embargo fears; Japan to mine seabed; Kazakhstan seek EU coop in RE; Baowu absorb Sinosteel; NMI's Lofdal PEA; Auxico's trade with CREC; RE price year-end rally