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The Rare Earth Observer

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Summary

Sector Materials
Content Type Analysis
Website Substack
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Content

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

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

Some Paywall
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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
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Special: Rare Earth Price Review 2024

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

Some Paywall
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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On Rare Earth prices; Flawed Price Forecasts; Yet Another IAC Miner in Brazil; Bold Ideas from EIT; Vietnam, Kazakhstan, and the lot: Rare Earth 1 August 2024 #153

Aug. 1, 2024, 4:07 p.m.

Some Paywall
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Magnet Maker invests in OZ Monazite Dud; Rainbow clarify; Greenland Eudialyte Hype; Stereotypes & FUD in Media; Russia in new Rare Earth Push; Italy eases Mining Regulations; Hope for better prices?: Rare Earths 17 July 2024 #152

July 17, 2024, 9:20 a.m.

Some Paywall
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China New RE Regulations: 2 Changes; EU-OZ MOU: EU's Achilles Heel; Peak's Offtake; UUUU produce NdPr; Lindian's PEA; Hastings-Neo; Shenghe EIA approved after 4 years; Rainbow's Pilot: Rare Earth 1 July 2024 #151

July 1, 2024, 2:33 p.m.

Some Paywall