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Topic

Rare earth supply chain

The global network of mining, refining, and trading rare earth elements used in electronics, EVs, and defense tech, dominated by China's processing capacity.

Current stories

investOne report1 publisher

Lynas's A$968m Caldeira deal adds a second mine behind LS Cable's rare-earth feedstock partner

Lynas agreed to buy Meteoric Resources, developer of Brazil's Caldeira rare-earth mine, in a share swap valued at about A$968m. LS Cable & System, whose magnet plan runs on Lynas feedstock, gains a second mine behind the same supplier.

Publishers:en.sedaily.com

Reality

Evidence40
Adoption25
Hype gap+35
Incentives55
Confidence40
scienceOne report1 publisher

Rare-earth probes catch HER3 receptors in stable pairs that cancer mutations loosen

Broad and MIT researchers watched single receptors on live cells for over 16 minutes and found that normal HER3 forms stable pairs. Cancer-linked HER3 mutations loosened those pairs, and the idea that this frees HER3 to drive signaling is still the team's working model.

Publishers:genengnews.com

Reality

Evidence55
Adoption10
Hype gap+10
Incentives
Not scored
Confidence50
investOne report1 publisher

FCC Bans Imports of Finished Humanoid Robots as US Builders Already Depend on Chinese Actuators

FCC's Covered List has restricted new imports of humanoid and four-legged robots since July, in a market where Chinese firms ship 80 to 97% of humanoids. The cost to US builders turns on whether the list grows to cover the Chinese actuators and magnets they still buy.

Reality

Evidence32
Adoption
Not scored
Hype gap+22
Incentives35
Confidence35
investOne report1 publisher

China books a record $1.2 trillion surplus. Its exports to America are falling

Xi meets Trump on Wednesday holding a surplus built outside the American market. Two Pew readings that bear on enforcement, Canadian trust and German belief that Washington weighs other countries' interests, have each fallen by more than half.

Publishers:cnbc.com

Reality

Evidence72
Adoption58
Hype gap+12
Incentives48
Confidence64
investOne report1 publisher

China's Boeing and soybean commitments advance while rare-earths flow declines

Beijing has bought almost half of its 25 million ton soybean commitment, about 150 of the 200 pledged Boeing aircraft are accounted for without named customers, and August rare earth magnet shipments to the US fell 20% from July. Trump and Xi meet Thursday.

Publishers:cnbc.com

Reality

Evidence62
Adoption48
Hype gap+15
Incentives68
Confidence58
productOne report1 publisher

Utah terbium clears the gate that matters: a Japanese magnet maker's commercial spec

Energy Fuels says a major Japanese magnet manufacturer has approved its White Mesa terbium oxide with no further qualification needed. The customer is unnamed, and the mine-to-magnet chain is still unbuilt.

Reality

Evidence28
Adoption30
Hype gap+34
Incentives72
Confidence34
investOne report1 publisher

China's only rare earth venture in Laos stops work while its permits sit in renewal

Chifeng Gold and Xiamen Tungsten halted the Mengkang project effective August 8, 2026. Output had already fallen to 63.6 tonnes in the first quarter, from 998.56 tonnes for all of 2025.

Reality

Evidence42
Adoption31
Hype gap+18
Incentives58
Confidence38