October 14, 2025 US rare earth chokepoint is a big little problem US moves to break the monopoly are in motion.
October 13, 2025 JPMorgan targets critical minerals with $1.5 trillion security initiative Jamie Dimon: “It has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals."
October 13, 2025 Rare earth stocks rally as US-China spat fuels supply fears Rare earths miners have spiked since April, when China threatened widespread industrial disruptions by slapping export controls.
October 12, 2025 Pentagon moves to build $1 billion critical minerals stockpile to counter China — report Financial Times reported that the DLA intends to buy up to $500 million of cobalt, $245 million of antimony, $100 million of tantalum and $45 million of scandium.
October 12, 2025 Australia mulls US deal, $777 million rare earth fund The proposal under consideration includes possible price floors, government-backed loans, offtake guarantees and direct investment in Australian projects to bolster local producers.
October 10, 2025 The world’s chip supply chain is bracing for fallout from China’s rare earth curbs Its China’s most targeted move yet to limit their supplies of rare-earth materials as part of an escalating trade war between the Asian nation and the US.
October 10, 2025 Nova Minerals secures land for Alaska antimony refinery Nova was awarded $43.4 million by the US Department of War to support this project.
October 10, 2025 United States Antimony soars to all-time high on $25M financing The company said it has now raised a total of $69.25 million with two large institutions over the last 45 days.
October 10, 2025 Column: Can the Congo tame the wild cobalt market? DRC's export quota is shaping up to be a long-term market control project but the history of similar enterprises has not always been a happy one.
October 9, 2025 China expands rare earth restrictions, targets defence, semiconductor users Exports of 12 rare earths are now restricted after the Ministry of Commerce added five - holmium, erbium, thulium, europium and ytterbium - to the list.
Column: EV revolution rolls on but battery metals lose their charge It should only be a matter of time before demand momentum absorbs the current supply glut, writes Reuters columnist Andy Home. December 20, 2025 | 06:23 am
