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Wednesday, 28 October 2026

Critical Minerals: Digging Deeper

Rare earths, lithium, graphite and the supply chains behind them

The big story

Public Policy

Aerospace Industry Warns US Magnet Supply May Fall Short of 2027 Defence Rules

Why it matters US aerospace manufacturers warn that qualified rare earth magnet capacity may remain constrained beyond the January 2027 sourcing deadline. New federal waiver restrictions could complicate the transition while major domestic plants target commissioning in…

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Also this week

Critical Minerals

The Magnet Bottleneck: Why New Rare Earth Mines Won’t Solve America’s Defence Supply Problem

The United States is expanding domestic rare earth production, but the real challenge lies further downstream. Processing, metalmaking, alloy production and permanent… Read →

Critical Minerals

EU Parliament Backs Proposed €2 Billion Critical Minerals Fund as Europe Rethinks Mining Investment

Europe Considers a Bigger Role in Financing Critical Minerals BRUSSELS, 27 October 2026 — For a mining company, discovering a mineral deposit… Read →

Asia Pacific

733 Auctioned, 125 Operational: Inside the Human Cost and Bureaucratic Gridlock Stalling India’s Strategic Mining Push

Talk to any mining developer who has recently walked out of New Delhi’s gleaming auction halls with a winning bid, and they… Read →

Rare Earths

How US Rare Earth Refiners Plan to Beat China’s Know-How

Washington's answer is not to replicate the Chinese process. It is to fund a wide field of alternative separation technologies and back… Read →

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Paper Mines: The Ground Reality of India’s Strategic Mineral Push

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