leonardpayne
New member
'd like to introduce a new resource for the rare earths community.
Rare Earths Briefing (rareearthsbriefing.com) is a weekly intelligence service that synthesises developments across the global rare earths supply chain into a single, concise briefing delivered every Monday morning as a PDF.
The briefing covers five areas each week:
1. Executive Summary — the week's most significant development, contextualised
2. Supply Chain Monitor — curated developments from mining through to magnets
3. Price & Market Context — publicly available pricing data interpreted, not just reported
4. Geopolitics & Policy Tracker — export controls, trade diplomacy, regulatory shifts
5. On the Radar — forward-looking items with specific dates and deadlines
The editorial approach is analytical rather than promotional. We distinguish between policy announcements and actual implementation, between diplomatic signals and binding commitments, and between market noise and structural shifts. The voice is closer to The Economist's intelligence briefings than to commodity trading newsletters.
Our monitoring pipeline covers 60+ sources daily across government agencies (USGS, DOE, EU Commission, JOGMEC, MOFCOM), company filings (ASX announcements for Lynas, Arafura, Iluka, Northern Minerals, Hastings, Vital Metals and others), industry news, think tank publications, and pricing reference data.
The service sits in the gap between enterprise intelligence providers like Adamas Intelligence, Benchmark Minerals and Fastmarkets (which cost tens of thousands per year) and free news aggregation (which gives you headlines without synthesis). Our Professional subscription is £149/month; Organisation subscriptions (up to 5 readers) are £495/month. A free weekly executive summary is available for those who want to evaluate the quality before committing.
I've uploaded a free sample issue — the complete Issue 1 briefing — on the website for anyone who wants to see the product before subscribing.
This week's briefing covered the US two-month rare earth supply vulnerability, the $1.5 billion federal commitment to processing and Latin American diversification, the Lynas 10-year Malaysian licence renewal and Japanese offtake agreement, China's 23% export surge, and the emerging Japan-France-Canada alternative trade bloc.
I'm happy to answer any questions about the briefing, the methodology, or the editorial approach. I'm also genuinely interested in hearing from the community about what intelligence gaps exist in your working lives — what do you need to know each week that you're currently not getting?
Best regards,
Leonard Payne
Editor, Rare Earths Briefing
rareearthsbriefing.com
Rare Earths Briefing (rareearthsbriefing.com) is a weekly intelligence service that synthesises developments across the global rare earths supply chain into a single, concise briefing delivered every Monday morning as a PDF.
The briefing covers five areas each week:
1. Executive Summary — the week's most significant development, contextualised
2. Supply Chain Monitor — curated developments from mining through to magnets
3. Price & Market Context — publicly available pricing data interpreted, not just reported
4. Geopolitics & Policy Tracker — export controls, trade diplomacy, regulatory shifts
5. On the Radar — forward-looking items with specific dates and deadlines
The editorial approach is analytical rather than promotional. We distinguish between policy announcements and actual implementation, between diplomatic signals and binding commitments, and between market noise and structural shifts. The voice is closer to The Economist's intelligence briefings than to commodity trading newsletters.
Our monitoring pipeline covers 60+ sources daily across government agencies (USGS, DOE, EU Commission, JOGMEC, MOFCOM), company filings (ASX announcements for Lynas, Arafura, Iluka, Northern Minerals, Hastings, Vital Metals and others), industry news, think tank publications, and pricing reference data.
The service sits in the gap between enterprise intelligence providers like Adamas Intelligence, Benchmark Minerals and Fastmarkets (which cost tens of thousands per year) and free news aggregation (which gives you headlines without synthesis). Our Professional subscription is £149/month; Organisation subscriptions (up to 5 readers) are £495/month. A free weekly executive summary is available for those who want to evaluate the quality before committing.
I've uploaded a free sample issue — the complete Issue 1 briefing — on the website for anyone who wants to see the product before subscribing.
This week's briefing covered the US two-month rare earth supply vulnerability, the $1.5 billion federal commitment to processing and Latin American diversification, the Lynas 10-year Malaysian licence renewal and Japanese offtake agreement, China's 23% export surge, and the emerging Japan-France-Canada alternative trade bloc.
I'm happy to answer any questions about the briefing, the methodology, or the editorial approach. I'm also genuinely interested in hearing from the community about what intelligence gaps exist in your working lives — what do you need to know each week that you're currently not getting?
Best regards,
Leonard Payne
Editor, Rare Earths Briefing
rareearthsbriefing.com
