Add to your lists

Recommended Content

Picture of Net Interest

Cash is King

April 25, 2025, 5:17 p.m.

Some Paywall
Picture of Sharp Tech with Ben Thompson

Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question

April 24, 2025, 8:41 p.m.

Paywall
Picture of Khaveen Investments

Microsoft: OpenAI Stake Valued At $147 Bln

April 23, 2025, 2:40 p.m.

Paywall
Picture of Apricitas Economics

The Clues to Trump's Future Tariffs

April 23, 2025, 12:19 p.m.

No Paywall
Picture of Fabricated Knowledge

Where is the Tariff Pull Forward?

April 22, 2025, 1:29 p.m.

Some Paywall
FinBrowser logo

How would you rate this source in terms of content quality?
Source Picture

The Rare Earth Observer

Picture of The Rare Earth Observer

Similiar Sources

Picture of 121 Mining Investment TV
121 Mining Investment TV
Materials - Analysis 9.0
Picture of Austin Craig
Austin Craig
Materials - Analysis 9.3
Picture of Commodities Focus
Commodities Focus
Materials - Analysis 9.0
Picture of Crux Investor
Crux Investor
Materials - Analysis 9.0
Picture of FCIR Media
FCIR Media
Materials - Analysis 9.0
Picture of MiningStockEducation.com
MiningStockEducation.com
Materials - Analysis 8.5
Picture of Talking My Book
Talking My Book
Materials - Analysis 8.0
Picture of The Commodity Report
The Commodity Report
Materials - Analysis 8.0
Picture of The Gold Observer
The Gold Observer
Materials - Analysis 8.0
Picture of TinKaren's Resource Stocks
TinKaren's Resource Stocks
Materials - Analysis 9.0

Summary

Sector Materials
Content Type Analysis
Website Substack
Paywall Semi

Ratings

Average Rating 8.0
Ratings 1
Your Rating Rate
Ranking 492

Content

Picture of The Rare Earth Observer

Defense Hype; China Magnets ad nauseam; China RE Imports from Myanmar jump; Who is REalloys?; MP's CF; LCM: British invade France; Lynas Jr Miner Hype; Finally: Hastings settle with Wyloo; and the lot

June 3, 2025, 6:53 a.m.

Some Paywall
Picture of The Rare Earth Observer

U.S.-China Talks Confusion; Neo clarify; Rosatom borrow RE?; Lynas produce Dy; Shenghe to replace MP with Peak?; CATL Mystery; MP's lousy Q1; Whistle blown on USARE; DEFN's PFS; Ucore & the lot

May 19, 2025, 4:22 a.m.

Some Paywall
Picture of The Rare Earth Observer

More on the Dual-Use Drama; China licenses Malaysia Miners, threatens Korea; Aclara don't hear explosions; Neo Estonia import NdFeB Blanks from China?; White Paper on Magnet Recycling; etc.

May 3, 2025, 3:21 a.m.

Some Paywall
Picture of The Rare Earth Observer

MP Materials: Ruined by Tariffs; White House RE Second Guessing; Saudi Arabia's Green Horses; RE Magnets: Where is the Data?; Unusual NdFeB Project in Baotou; Denial of Gravity: Solvay & Carester;

April 18, 2025, 1:10 a.m.

Some Paywall
Picture of The Rare Earth Observer

U.S. Tariffs: China shows the Rare Earth Nuke, the Detailed Rules; EU keeps Worst Projects out; Carester's numbers don't tally; Victory's Self-Defeat; and more.

April 5, 2025, 10:23 a.m.

Some Paywall
Picture of The Rare Earth Observer

Greenland's Kvanefjeld: ~90,000 t of Radioactive Waste?; Rare Earth Exchanges; China RE Imports from Myanmar back?; Russia goes Phosphogypsum; Pea Ridge; UUUU and Chemours; Neo's results and the lot.

March 22, 2025, 4:19 a.m.

Some Paywall
Picture of The Rare Earth Observer

Trump-Tariffs Impact on Rare Earth; China's Anti-U.S. Trade Sanctions; Yet another MIIT Minister disappears; BMW's Technological Feat; Prices keep rising.

March 4, 2025, 5:34 p.m.

Some Paywall
Picture of The Rare Earth Observer

Prices rise; Hastings-Wyloo: "An Odious Bag of Dog Excrement"?; MP 2024 Operating Loss widens 9.5 Times YOY; Defense Metals PFS; ASM's RE Resource; Meteoric, Appia, etc.

Feb. 21, 2025, 1:56 a.m.

Some Paywall
Picture of The Rare Earth Observer

Breaking: China Proposed Regulations on "Administrative Measures for the Total Control of Rare Earth Mining, Smelting and Separation"

Feb. 20, 2025, 5:34 p.m.

Some Paywall
Picture of The Rare Earth Observer

Special: China Rare Earth Production 2024 and Post-Spring-Festival Prices & Analysis of China RE Imports.

Feb. 12, 2025, 2:42 p.m.

Some Paywall
Picture of The Rare Earth Observer

New PRC Trade War Measures; POTUS Exec Order & RE; U.S. Rare Earth Market Details; Newsweek's Fake News; Myanmar's RE trade with China; UUUU, REEMF, LKAB, LYC, JL Mag, Niron, EMT and the lot

Feb. 4, 2025, 8:55 a.m.

Some Paywall
Picture of The Rare Earth Observer

CREC acquire option on Lao RE refinery; BYD's Slave-Gate; China RE Bluff?; China to mine Kutessay II; Peak, MP, NMI and the lot

Jan. 26, 2025, 3:51 p.m.

Some Paywall
Picture of The Rare Earth Observer

Special: Analysis of China's Rare Earth & Magnet Exports 2024

Jan. 23, 2025, 10:57 a.m.

Some Paywall
Picture of The Rare Earth Observer

Special: China's Firework of crippling Regulation to welcome Trump - and to sink China's last remaining friend in the EU

Jan. 5, 2025, 5:53 a.m.

Some Paywall
Picture of The Rare Earth Observer

Special: Rare Earth Price Review 2024

Dec. 31, 2024, 12:05 p.m.

Some Paywall
Picture of The Rare Earth Observer

Pseudo Rare Earth Projects: Victoria's Government serves China; New China Mineral & VAT Laws; Myanmar...still; IAC Leaching Advances; Tianhe Magnetics IPO falls flat. And more.

Dec. 27, 2024, 9:48 a.m.

Some Paywall
Picture of The Rare Earth Observer

China: The Empire strikes back; China buys "rare earth mine" in Brazil; Iluka: Better pull the Plug; Mkango's Hypromag fog; Hastings' latest absurdity; Quadrant indicted; Singapore Rare Earth Fiction.

Dec. 9, 2024, 4:14 a.m.

Some Paywall
Picture of The Rare Earth Observer

China RE Group Chairman removed; MP's operating loss $0.88 for every US$1 of revenue; Neo's Q3 loss; Ionics recycling PEA; Hastings' default mitigated; Another Brazil hopeful; BRE's Chevkinite

Nov. 26, 2024, 9:31 a.m.

Some Paywall
Picture of The Rare Earth Observer

Q3: Red Ink over China RE; Civil War: PRC RE Imports from Myanmar Down 23%; EV engine stutters; CNRE; Shenghe; RER fully permitted; ARR 4 directors + CEO out; RareX, AR3, Lynas, Energy Fuels.

Nov. 6, 2024, 9:30 p.m.

Some Paywall
Picture of The Rare Earth Observer

Feel magnetised: The 20th Int'l RE Conference; Developments in India, Central Asia, Malaysia, Myanmar, at China Northern, Shenghe, Niron, SRC, Mkango, Godolphin, Altona and the lot.

Oct. 28, 2024, 10:30 p.m.

Some Paywall
Picture of The Rare Earth Observer

China's Regulations on Export Control of Dual-Use Items adopted; PRC's EV Makers' Know-How to stay at Home; Cyclic = WeWork?; SRC make RE metal; Pensana Directors resign after U.S. Handout;

Sept. 28, 2024, 7:31 p.m.

Some Paywall
Picture of The Rare Earth Observer

Aclara's Blue Cheese PEA; More Money thrown at eVAC; Pentagon pins RE Hopes on Hundreds of Millions of Lightbulbs; Pensana & Ucore Vapour Announcements; : Rare Earths 15 September 2024 #156

Sept. 15, 2024, 3:21 p.m.

Some Paywall
Picture of The Rare Earth Observer

Special: Rare Earth Prices rise, Margins won't; Rare Earth Price: Cultivation & Care: Rare Earth 8 September 2024 #156

Sept. 8, 2024, 11:59 a.m.

Some Paywall
Picture of The Rare Earth Observer

China RE in Vietnam; Neo sell China Assets; Canada puts 100% Tariff on China EV; Backdoor Listings from Hell: USA Rare Earth & Tactical; Reporting Season for RE Companies; RE Prices Up;: Rare Earth 3 September 2024 #155

Sept. 2, 2024, 6:58 p.m.

Some Paywall
Picture of The Rare Earth Observer

U.S. "Toothbrush Trade Restrictions" and China's Antimony Rules; MP's and Neo's Quarterlies; RE Expert Meeting; EV problems; Unholy St George & More Brazil Me-Toos; Myanmar: Rare Earth 16 August 2024 #154

Aug. 17, 2024, 4:33 a.m.

Some Paywall