What the news says
Rare earth demand from AI directly impacts the global supply chain and mining companies, with a deep focus on defense and renewable energy. China's dominance in rare earth production increases geopolitical risks for countries dependent on this supply for AI and clean energy applications.
07/17, 10:45 PM
Sprott reports that AI is emerging as a new driver of rare earth demand, with data centers, defense, and clean energy exposing supply-chain risks amid China's dominance.
Sprott reports that AI is emerging as a new driver of rare earth demand, with data centers, defense, and clean energy exposing supply-chain risks amid China's dominance.
Affected assets
mining-com
07/17, 10:45 PM
Related updates
finnhub-market · 07/06, 01:16 PM
High impactMalaysian lawmakers will hold a hearing on the Lynas-U.S. rare earths deal, as reported by Reuters.
finnhub-NVDA · 06/27, 02:35 AM
Event soonThe post discusses three rare earth mining companies as potential investments due to high demand for rare-earth metals.
mining-com · 06/22, 06:58 PM
Event soonChina blacklists MP Materials and USA Rare Earth in critical minerals war, escalating supply chain tensions over materials vital for defence and advanced manufacturing.
oilprice · 07/16, 08:30 PM
High impactChina's export controls on heavy rare earth elements could put an estimated $6.5 trillion per year of downstream global industry at risk, according to the International Energy Agency.
mining-com · 07/09, 11:26 PM
Market reactionRetired General Flynn criticizes US rare earth spending as missing the mark and urges support for juniors, suppliers, and workers to build a secure critical minerals supply chain.
mining-com · 07/09, 05:49 PM
Market reactionThe post reports that US-funded rare earths production is mostly flowing to Asia, despite Washington's funding, as US magnet demand ramps up.
bloomberg-industries · 07/09, 05:00 PM
Market reactionThe post reports that the US faces a shortage of specialists to run rare earth processing plants, even if it secures enough raw materials to reduce reliance on China, highlighting a talent scramble that lured an 86-year-old from retirement.
ZeroHedge · 07/07, 10:11 PM
Market reactionZeroHedge reports that Peabody Energy received a Department of Energy grant for rare earth and critical minerals.
finnhub-NVDA · 07/05, 10:35 AM
Event soonThe post asks which rare earth stock can best deliver gains from America's reshoring boom, noting three stocks stand to benefit depending on risk appetite.
mining-com · 07/01, 11:36 PM
Event soonGreenMet plans a $150 million rare earth processing hub in West Virginia, operating as a hub-and-spoke critical minerals processing network.
bloomberg-markets · 06/24, 04:19 AM
High impactChina targets US rare earths firms in response to Pentagon, though CSIS analyst notes US investment in rare earths infrastructure is a long-term process.
mining-com · 06/23, 09:29 PM
Market reactionAn op-ed discusses Brazil's rare earth strategic dilemma between developing a domestic mine-to-magnet supply chain or remaining a raw-material exporter, highlighting miner Serra Verde's role.
mining-com · 06/17, 03:45 AM
Event soonUS Pentagon commits $500M loan to rare earth refiner Phoenix Tailings for domestic capacity expansion as part of broader $1 billion initiative.