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 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.
October 8, 2025 Brazilian Rare Earths to sell feedstocks to Carester The processor will buy a maximum of 150 tonnes per annum of contained dysprosium and terbium.
October 8, 2025 Critical Metals surges on second US rare earth offtake deal for Tanbreez Earlier this week, US officials denied reports that Washington was considering an equity investment in the miner.
October 8, 2025 Lynas partners with Noveon for rare earth magnets supply to US The deal includes provision of both light and heavy rare earth materials.
October 7, 2025 Investors place bets on Trump team’s next investment target The moves by the federal government to bolster some American businesses have sparked a cottage industry.
Codelco, SQM kick off lithium tie-up with board meeting The NovaAndino Litio company was established after an agreement signed in May 2024 and valid until 2060. December 29, 2025 | 07:59 am
