Recent content by DOC
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Heavy Rare Earth Element Deposits in Europe
Europe's heavy rare earth deposits in Sweden, Norway & Greenland could supply 30% of EU demand, reducing dependence on China for critical metals. (read full article...) -
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Why USA Rare Earth Stock Popped on Project Vault Hype
USA Rare Earth stock jumps on Project Vault news, but the $12B strategic stockpile may not deliver near-term revenue for USAR investors. (read full article...) -
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Siberian Siren Song: Moscow’s Rare Earth Pitch Meets Hard Supply-Chain Reality
Russia's rare earth strategy targets 10% global supply by 2030, but lacks processing capacity and faces sanctions. Geopolitical spin vs. reality. (read full article...) -
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Automation Reaches the Last Mile: A Fully Integrated Testing-and-Packaging Line Comes Online for Rare-Earth Metals
China Northern Rare Earth debuts first fully automated rare-earth industry automation line, integrating testing & packaging with real-time data control. (read full article...) -
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China Deepens Rare Earth-Magnet R&D Ties as Baotou Hosts First 2026 “Innovation Salon”
Baotou magnet innovation accelerates as China links manufacturers with CAS researchers to commercialize high-performance permanent magnets. (read full article...) -
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China Pushes AI Into Rare-Earth Magnet Manufacturing, Signaling a New Competitive Moat in NdFeB Supply
Chinese researchers use AI-driven magnet manufacturing to optimize NdFeB production, potentially widening China's strategic lead in EV components. (read full article...) -
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Cleaner Air, Heavier Questions: EV Gains Meet the Mineral Reality
California study links EV adoption to 1.1% drop in nitrogen dioxide per 200 vehicles, improving local air quality while raising critical mineral concerns. (read full article...) -
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Project Vault, Revisited: A Strong Western Move-with Friction Under the Hood
Trump's Project Vault creates a $12B shared stockpile of critical minerals to shield U.S. manufacturers from China-linked supply disruptions. (read full article...) -
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India’s Monazite Moment: A Giant Resource, Still Stuck at the Shore
India's 13.15M tonnes of monazite reserves face regulatory and processing bottlenecks despite massive REO potential across eight states. (read full article...) -
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Chile Unveils National Critical Minerals Strategy, Signals Broader Play Beyond Copper
Chile's National Critical Minerals Strategy targets 14 minerals including lithium and copper to become a reliable global supplier for AI and energy. (read full article...) -
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The Physical Backbone of AI: Why Rare Earths Decide Who Wins the Intelligence Race
AI data storage depends on hard disk drives and NdFeB magnets. China controls this critical supply chain, threatening Western AI sovereignty. (read full article...) -
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Canada’s Springer Rare Earth?Gallium Project Delivers High-Grade Results, Raising Strategic Stakes for the West
Volta Metals' Springer project reveals high-grade gallium mineralization in Ontario, positioning it as a strategic North American critical mineral asset. (read full article...) -
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China’s EV Startups Hit a January Wall-Discounts Follow as Overcapacity Bites
China NEV deliveries plunged in Jan 2026, triggering price wars. Xiaomi, NIO, XPeng cut prices as demand weakens—impacting global EV supply chains. (read full article...) -
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China Minmetals and CATL Signal Deeper Strategic Alignment as Battery Supply Chains Reshape
China Minmetals CATL cooperation deepens to secure critical minerals for batteries, strengthening China's upstream-downstream supply chain integration. (read full article...) -
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Northern Rare Earth Smelting Unit (Huamei) Reports “Steady Start,” Signals Capacity Gains in Medium/Heavy REE Separation and Higher-Value Products
China Northern Rare Earth expands samarium production capacity and high-purity processing, signaling deeper value-chain control in critical materials. (read full article...)