November 19, 2025

West scrambles to fill heavy rare earth gap as China rivalry deepens

Shortages of heavy elements dysprosium and terbium could be an Achilles heel for MP Materials and the West's campaign to forge a magnets industry.

November 19, 2025

Lithium price rally in China prompts caution over whether it has legs

Futures have increased almost 20% so far this month on growing confidence in the demand outlook.

November 18, 2025

Chinese smelters ramp up zinc exports on global supply squeeze

Output in China, which accounts for over half the world’s total, is tracking for an annual record.

November 18, 2025

Column: China deal buys US time to build critical minerals supply chain

The Trump administration has sought to diversify the critical minerals supply chain with a multi-pronged strategy.

November 17, 2025

Yttrium price surges to record as rally approaches 1,500%

Prices surged to $126 a kilogram, up from less than $8 at the end of 2024.

November 17, 2025

Japan trade minister says no particular change in China rare earth export controls

The remarks come as Japan seeks to ease tensions with China amid an escalating dispute over Taiwan.

November 17, 2025

China added 15 tons to gold reserve in September: Goldman

China's central bank purchases totaled 64 tons for September, more than tripling the 21 tons in August.

November 17, 2025

Chinese aluminum maker seeks $1.2 billion from shares

Hongqiao Group, China’s largest private aluminum producer, is offering 320 million shares at HK$29.20 each.

November 17, 2025

Lithium price surges in China after Ganfeng chairman predicts 2026 demand boom

The most-traded lithium carbonate contract on the Guangzhou Futures Exchange rose 9%.

November 16, 2025

China rare earths deal ‘hopefully’ done by Thanksgiving, Bessent says

Bessent also disputed a recent Wall Street Journal report that said Chinese officials planned to restrict access to rare earths.