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Rare earths

  • Friday, 31 October, 2025
    Canada launches C$6.4bn minerals push as race to counter China heats up

    Ottawa uses national security legislation to accelerate production as G7 nations hunt for resources

    A container holds a pile of graphite ore pellets, partially illuminated in a dark industrial setting.
  • Wednesday, 29 October, 2025
    EU pressed to back critical minerals projects as China tightens grip

    European policymakers are racing to secure raw materials after Beijing imposed export controls earlier this month

    Ursula von der Leyen speaks at a podium during the Berlin Global Dialogue, with event branding visible behind her.
  • Wednesday, 29 October, 2025
    Janan Ganesh
    Europe and the curse of geography

    A lack of rare earths is just one way in which nature disadvantages the continent

    Illustration of the doom spiral over the map of Europe.
  • Tuesday, 28 October, 2025
    Europe Express
    EU officials rush to resolve dispute with China over rare earths and chips

    Also in this newsletter: Campaigners file complaint against appointment of ex-tech lobbyist to data privacy watchdog

    Premium content
    German Foreign Minister Johann Wadephul arrives holding a folder, standing beside a car with a German flag.
  • Sunday, 26 October, 2025
    US-China trade dispute
    US expects China to delay rare earth export controls as trade deal nears

    High-level talks yield progress ahead of summit between Donald Trump and Xi Jinping

    Soil containing rare earths set to be loaded on to ships in Lianyungang, east China
  • Saturday, 25 October, 2025
    Commodities
    Europe struggles to catch up in race to stockpile critical minerals

    Brussels to launch consultation by year-end on stockpiling minerals crucial for defence and green tech

    A worker covered in mud carries a large sack on his back at a rare earth metals mine in Jiangxi province
  • Friday, 24 October, 2025
    Lex
    Rare earth miners are set to come back down to earth

    Higher prices will allow producers to increase capacity outside China but there is a definite whiff of euphoria

    Premium content
    An open-pit rare earth mine with terraced walls and mining vehicles at the bottom, surrounded by mountains.
  • Friday, 24 October, 2025
    News in-depth
    Australia’s ‘rock star’ rare earth miners profit from US-China tensions

    Canberra emerges as key partner with Washington to counter Beijing’s critical mineral supply chain

    Aerial view of the Lynas Rare Earths processing plant with industrial buildings, storage tanks, and a smokestack surrounded by red soil and water ponds.
  • Tuesday, 21 October, 2025
    EU-China relations
    EU urges China to agree ‘prompt resolution’ of export curbs

    Brussels’ trade commissioner and Chinese commerce minister also discuss ‘serious’ situation at chipmaker Nexperia

    European trade commissioner Maroš Šefčovič
  • Monday, 20 October, 2025
    Gideon Rachman
    China is well positioned for a trade showdown with Trump

    Rare earths are not the only Chinese product that America would struggle to replace

    An illustration showing a bald eagle grappling with a two-headed red dragon, symbolising the US-China trade war.
  • Monday, 20 October, 2025
    Rare earths shares soar as US and China battle over export controls

    Trump administration plans to set price floors, create strategic minerals reserve and take equity stakes

    Steam rises from several rounded geothermal fumaroles and vents in a barren landscape near the Salton Sea.
  • Sunday, 19 October, 2025
    Rana Foroohar
    America’s rare earth delusion

    China’s critical minerals chokepoint has been hiding in plain sight for decades

    An illustration showing a blue excavator with US flag symbols facing a larger red excavator with Chinese flag symbols, both competing over a pile of rare earth minerals.
  • Thursday, 16 October, 2025
    Unhedged Podcast18 min listen
    Rare earth quake

    The US and China stand-off over the metals of the future

  • Thursday, 16 October, 2025
    #techAsia
    Microsoft steps further from China, rare earth miners get a boost

    The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times

    Premium content
    A worker uses a large hose to spray water onto muddy ground at a rare earth metals mine in Jiangxi province, China, creating a slurry of soil and rocks.
  • Thursday, 16 October, 2025
    US-China trade dispute
    US warns world will ‘decouple’ from China if it imposes new export controls

    Scott Bessent says Washington will retaliate if Beijing proceeds with policy on rare earths and critical minerals

    Scott Bessent speaks at a podium with the US Treasury seal as Jamieson Greer stands nearby, both flanked by US and Treasury flags.
  • Tuesday, 14 October, 2025
    UnhedgedMarkets
    The real risks from China’s rare earths curbs

    Plus, much ado about Mullen

    Premium content
    A silhouette of a man holding an umbrella against a blue and red gradient sky, gesturing with one hand.
  • Tuesday, 14 October, 2025
    Western companies warn of China rare-earth supply chain chaos

    Executives predict Beijing’s tighter controls will lead to production delays and higher prices

    Two labourers fill a sack with yellow earth at a rare earth metals mine, with piles of filled sacks in the background.
  • Monday, 13 October, 2025
    JPMorgan Chase & Co
    JPMorgan backs ‘America First’ push with up to $10bn investment

    Chief executive Jamie Dimon says US too dependent on ‘unreliable’ sources of materials ‘essential’ to national security

    Jamie Dimon gestures while speaking at an event, seated and wearing a suit
  • Friday, 10 October, 2025
    China unveils sweeping rare-earth export controls to protect ‘national security’

    Rules come ahead of expected meeting this month between Donald Trump and Xi Jinping

    A Chinese flag is positioned in front of a periodic table highlighting gallium and germanium with metal samples
  • Tuesday, 7 October, 2025
    Mining
    US government to take 10% stake in Canada’s Trilogy Metals

    Alaskan road project opening remote areas for mining approved as US looks to break dependency on China for critical resources

    Donald Trump speaks at the Oval Office desk after signing an executive order as Doug Burgum stands beside him.
  • Friday, 26 September, 2025
    US magnet start-up targets China’s grip on rare earths

    Niron Magnetics is backed by $150mn from automakers to develop technology based on abundant iron and nitrogen

    Large cranes and the cargo ship GOLDEN SUN at a port as reddish soil, likely containing rare earths, is prepared for export.
  • Friday, 19 September, 2025
    Europe’s first production plant for rare-earth magnets opens

    Canadian group Neo Performance Materials predicts a three-fold increase in demand over the next decade

  • Wednesday, 17 September, 2025
    EU-China relations
    EU companies suffer renewed China rare earth licence delays

    Chamber urges Beijing to lower trade barriers as businesses suffer bottlenecks over critical minerals

    A large machine spews out rock and dust at a Chinese rare earths mine.
  • Tuesday, 16 September, 2025
    US in talks to fund multibillion-dollar mining initiative for critical minerals

    Investments would finance projects to extract materials crucial for defence and high-tech manufacturing

    Labourers dig and work with tools in a rocky, open shaft at the SMB coltan mine near Rubaya in eastern Democratic Republic of Congo.
  • Tuesday, 9 September, 2025
    Energy Source
    Can Canada challenge China’s stranglehold on critical minerals?

    Ottawa is positioning itself as a strategic counterweight to Beijing’s dominance of rare earths

    Premium content
    A container partially filled with small, round graphite pellets sits in shadow at the Northern Graphite mine plant.
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