US Rare Earth Strategy: Can New Financing Rebuild the Supply Chain?
Can US financing rebuild its rare earth supply chain? Explore China’s processing dominance, government-backed investment, and the risks facing domestic production.
salini krishnan
Rare Earths • Oct 14, 2026
China’s Rare Earth Exports Rise 6.7% in September, but Nine-Month Shipments Fall 9.6%
China’s rare earth exports rose 6.7% year on year in September 2026, but shipments for the first nine months remained below the previous year’s level. The…
Critical Minerals • Oct 14, 2026
JPMorgan’s $1.5 Trillion Initiative: Can Bank Financing Close the Critical Minerals Gap?
JPMorganChase has launched a decade-long initiative to finance strategic industries, including critical-mineral mining and processing. Its investment in Perpetua Resources offers a concrete example of its…
Critical Minerals • Oct 14, 2026
Who Can License Deep-Sea Mining? The US and the ISA Disagree
The United States is advancing its own licensing route for deep-sea minerals, while the International Seabed Authority maintains that mining in international waters must follow its…
Rare Earths • Oct 12, 2026
USA Rare Earth Breaks Ground on $1.2B South Carolina Magnet Plant After Serra Verde Acquisition
The project advances US magnet manufacturing while a separate government-backed offtake structure supports Serra Verde's Brazilian rare earth production, strengthening USA Rare Earth's position across the…
Critical Minerals • Oct 12, 2026
India Nears Critical Minerals Stockpiling Policy as Four Processing Parks Are Planned
India expects to finalise its critical minerals stockpiling policy within about a month, as planned processing parks and a ₹1,500-crore recycling scheme support efforts to strengthen…
Critical Minerals • Oct 10, 2026
Canada Exploration Tax Reform Could Unlock C$1.6 Billion in Annual Spending, EY Estimates
An EY-Parthenon study estimates broader Canadian exploration tax eligibility could unlock up to C$1.6 billion in annual spending under favourable conditions.
Critical Minerals • Oct 10, 2026
Paladin Targets 150 Tonnes of Annual Rare Earth Recovery in Ohio
Standfirst: A US$5 million-plus expansion aims to scale secondary rare earth supply, with feedstock access, processing economics and downstream demand determining its commercial impact. Paladin EnviroTech…
Critical Minerals • Oct 9, 2026
Greenland Mines Combines Rare-Earth and PGM Projects as Development Risks Come Into Focus
Greenland Mines has brought two mineral projects with different commodity profiles under one corporate strategy: the Sarfartoq rare-earth project in southwest Greenland and the Skaergaard palladium-platinum-gold…
Critical Minerals • Oct 9, 2026
Project Vault: Aerospace Industry Warns US Critical Minerals Stockpile Could Push Prices Higher
The US government’s US$12 billion Project Vault aims to protect manufacturers from critical minerals shortages. But the aerospace industry warns that stockpiling could increase competition for…
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