Rare Earth Prices Climb Above US Support Floor as Magnet Demand Tightens Supply

Prices of key rare earth materials used in high performance magnets have surged above a price floor established by the United States last year, reflecting renewed strength in demand and continued supply constraints in the global market. Neodymium and praseodymium, commonly referred to

Europe Pushes Lithium Supply Away From China

A Dutch lithium producer is accelerating plans to build a Western focused battery materials supply chain as Europe looks to reduce its reliance on China for critical minerals essential to electric vehicles. AMG Critical Materials NV said it aims to process battery grade

US Push on Critical Minerals Signals Strategic Shift in Global Supply Chains

US lawmakers have introduced legislation that would establish a federally backed reserve of critical minerals, signaling a deeper shift in how Washington approaches resource security and industrial policy. The proposal outlines a $2.5 billion framework designed to purchase and store materials such as

US aims to break China’s grip on rare earth supply as White House adviser signals shift

A senior trade adviser to Donald Trump has predicted that the United States is on the verge of reducing and eventually ending China’s long held dominance over rare earth minerals, arguing that new industrial capacity and policy support will transform America’s position in

Behind the Venezuela crisis lies a deepening US China struggle over critical minerals

The dramatic crisis unfolding in Venezuela is increasingly being viewed through a broader geopolitical lens, with analysts pointing to an intensifying rivalry between the United States and China over access to critical minerals and strategic resources. While Washington has publicly framed its intervention

Can a US Led Pax Silica Reshape Global Minerals Supply Chains

The Strategic Meaning of Pax Silica The idea of a US led Pax Silica has emerged as Washington intensifies efforts to secure critical minerals that underpin modern technology and national security. Much like earlier eras defined by oil or maritime power, this strategy

China Confirms First General Licences for Rare Earth Exports, Signalling Policy Shift

China has confirmed that it has begun issuing its first general licences for the export of rare earth elements, marking a notable shift in how the country manages overseas access to some of the world’s most critical industrial minerals. Beijing said the new

India Watches Closely as US Deepens Defence and Minerals Cooperation With Pakistan

A renewed phase of cooperation between the United States and Pakistan is drawing close attention in New Delhi, as Washington moves to strengthen defence ties and expand engagement in critical minerals projects with Islamabad. While US officials have sought to reassure India that

Chips and Chains: Can China Secure Critical Minerals?

China dominates rare earths and lithium, but geopolitics threatens supply security. The Resource Foundation of Tech Semiconductors, EVs, and renewable energy, the three pillars of China’s future economy, all rely on one thing: critical minerals. From lithium and cobalt for batteries to rare

How Shifting Power Blocs Are Rewriting the Global Strategic Map

Resource competition is becoming one of the most significant forces reshaping international alliances. Nations are facing growing pressure to secure access to critical minerals, food supplies, energy sources and advanced manufacturing materials that support everything from electric vehicles to defence systems. As these