November 14, 2025

China and US yet to agree rare earth deal weeks after talks

The two sides have given their teams until the end of November to agree on terms for “general licenses” that China pledged to offer for US-bound exports.

November 12, 2025

US House report accuses China of minerals market interference

The House committee's report alleges that China has specifically targeted the lithium and rare earths industries.

November 12, 2025

Solvay seals two deals to supply rare earths to US magnet makers

Solvay is one of a few companies outside of China capable of the complex rare earths separation.

November 12, 2025

China moves to shield rare earths from US military use: WSJ

If strictly implemented, the VEU system could make it harder for US and European manufacturers in the automotive and aerospace sectors.

November 11, 2025

China’s critical minerals curb has billion-dollar impact on US GDP: Macquarie

Macquarie estimates the US is about 80% import reliant for rare earth compounds and metals, with approximately 70% of those coming from China.

November 10, 2025

Tactical raises up to $140M for Texas rare earths project

The financing is conditional on the company closing its planned combination with Plum Acquisition.

November 10, 2025

Marubeni to invest in Australian critical minerals project

Marubeni is following in the footsteps of compatriot JX Advanced Metals in investing in the Copi mineral sands project.

November 10, 2025

Ionic Rare Earths signs preliminary deal for US recycling plant

Ionic said it was looking to replicate the capability it has demonstrated at its Belfast recycling plant.

November 8, 2025

China starts work on easing rare earth export rules but short of Trump hopes

China has begun designing a new rare earth licensing regime that could speed up shipments, but it is unlikely to amount to a complete rollback of restrictions.

November 7, 2025

US backs Serra Verde’s Brazilian rare earth project with $465M funding

The financing is to help cover upgrades to the company’s Pela Ema mine in Brazil’s Goiás state.