The investment thesis is stronger than TELF’s article—but also more complicated. Rare Earth Exchanges® has previously examined Morgan Stanley’s forecast that the humanoid-robotics market could ...

The West spent decades looking at China as a low-cost manufacturing base. Beijing was building something far more consequential: an industrial system extending from critical minerals and chemical ...

Europe's critical-minerals strategy has an uncomfortable hole at the beginning of the supply chain: discovery. The EIB estimates the EU attracts only 3% of global exploration spending, versus 20% for ...

The Argus Australia Critical Minerals Forum 2026 brings together industry leaders, investors, policymakers and market experts to discuss the latest developments in rare earths, lithium, manganese and ...

Indonesia is confronting an unexpected export bottleneck after regulatory uncertainty surrounding trace rare earth content disrupted shipments of alumina, ferronickel, and mixed hydroxide precipitate ...

The world's rare earth challenge does not begin in the mine—it begins in a labyrinth of chemistry that few policymakers, investors, or even industry observers fully appreciate. While governments race ...

Indonesian authorities have intercepted approximately 390 tonnes of mineral concentrates reportedly containing rare earth elements and radioactive materials in waters near Batam, just south of ...

The report integrates government data, industry metrics, and cross-regional policy analysis to map the extent to which Chinese materials are embedded in global manufacturing. It tracks export volumes, ...

For decades, the world treated helium as a given, the gas that fills birthday balloons and makes voices squeak. It was cheap, apparently inexhaustible, and too trivial for strategic attention. Then, ...

The authors conducted a qualitative policy and economic analysis spanning 2024–2025, drawing on trade data, industrial capacity metrics, export-control announcements, and China’s industrial planning ...

The study is not a laboratory experiment but a comparative geopolitical and economic analysis, combining government trade statistics, executive orders, African Union policy documents, and historical ...

China’s near-monopoly over rare earth elements – about 69% of global mining and 90% of processing – is more than a resource play; it is the backbone of a strategic innovation drive across high-tech ...