𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗗𝗲𝗮𝗹𝘀 & 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁𝘀: 𝖳𝗁𝗋𝖾𝖾 𝗌𝗂𝗀𝗇𝖺𝗅𝗌 𝗍𝗁𝗂𝗌 𝗐𝖾𝖾𝗄: 𝖿𝗂𝗇𝖺𝗇𝖼𝗂𝗇𝗀 𝗂𝗌 𝗂𝗆𝗉𝗋𝗈𝗏𝗂𝗇𝗀, 𝖢𝗁𝗂𝗇𝖺 𝗂𝗌 𝗍𝗂𝗀𝗁𝗍𝖾𝗇𝗂𝗇𝗀 𝖼𝗈𝗇𝗍𝗋𝗈𝗅, 𝖺𝗇𝖽 𝗁𝖾𝖺𝗏𝗒 𝗋𝖺𝗋𝖾 𝖾𝖺𝗋𝗍𝗁 𝗋𝗂𝗌𝗄 𝗋𝖾𝗆𝖺𝗂𝗇𝗌 𝖾𝗅𝖾𝗏𝖺𝗍𝖾𝖽. 𝖶𝖾𝗌𝗍𝖾𝗋𝗇 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝗂𝗌 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗆𝗈𝗋𝖾 𝗍𝖺𝗇𝗀𝗂𝖻𝗅𝖾. 𝖢𝗁𝗂𝗇𝖺’𝗌 𝖺𝖽𝗏𝖺𝗇𝗍𝖺𝗀𝖾 𝗂𝗌 𝖻𝖾𝖼𝗈𝗆𝗂𝗇𝗀 𝗆𝗈𝗋𝖾 𝖾𝗇𝗍𝗋𝖾𝗇𝖼𝗁𝖾𝖽. @USARareEarth #RareEarths #CriticalMinerals #NdFeB #Magnets #SupplyChain #IndustrialPolicy #Defense #EnergyTransition

This week’s rare earth story was less about breakthrough deals and more about where real leverage still sits. The Trump–Xi summit may have eased tariff pressure, but it did not unlock rare earth supply. Meanwhile, the more meaningful signals came from actual industrial execution: downstream magnet equipment orders, new separation capacity in Estonia, and early validation for recycled feedstock in EV motors. That is the pattern investors should be watching. Diplomacy may shape sentiment, but processing, separation, magnet capacity, and qualification still decide who can actually build an ex-China supply chain. @IONIC_RE @neo_materials #RareEarths #CriticalMinerals #SupplyChain #Magnets #EV #Defense #IndustrialPolicy

The rare earth race has a vocabulary problem. Everyone tracks the mines. The real bottleneck is downstream — magnets. Florida's Advanced Magnet Lab just landed a $2M DLA contract to qualify domestic NdFeB for defense. Quietly. While the headlines chase ore. rareearthexchanges.com/news/…

This week’s rare earth and critical minerals deal flow was meaningful, but highly concentrated around one central theme: the global race to build ex-China processing, financing, and downstream manufacturing capacity accelerated again. @PhoenixTailings @MPMaterials @Energy_Fuels @MachineryMP #RareEarths #CriticalMinerals #SupplyChain #IndustrialPolicy #Manufacturing #Processing #StrategicMaterials #Investing

🎙️ 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗘𝘅𝗰𝗵𝗮𝗻𝗴𝗲𝘀 – 𝗦𝟮𝗘𝟲𝟲 We're joined by Fred White, CCO of DEScycle Their deep eutectic solvent chemistry worked and unlocked a new field called "ionometallurgy" Strategic backing from Mitsubishi and Cisco Watch the full episode: rareearthexchanges.com/podca… #RareEarths #CriticalMinerals #EWaste #Recycling #UrbanMining #CircularEconomy

@USARareEarth : $𝟮.𝟴𝗕 𝗳𝗼𝗿 𝗦𝗲𝗿𝗿𝗮 𝗩𝗲𝗿𝗱𝗲 𝗪𝗵𝘆? Round Top has 𝗻𝗼 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 Serra Verde is producing 𝘁𝗼𝗱𝗮𝘆 $300M cash + ~127M shares Improves feedstock access Doesn't solve: 𝗺𝗶𝗱𝘀𝘁𝗿𝗲𝗮𝗺 𝘀𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻, 𝗺𝗮𝗴𝗻𝗲𝘁 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗕𝗿𝗶𝗱𝗴𝗲, 𝗻𝗼𝘁 𝗯𝗿𝗲𝗮𝗸𝘁𝗵𝗿𝗼𝘂𝗴𝗵 #RareEarths #SerraVerde #RoundTop #Processing #CriticalMinerals #SupplyChain #Brazil

🎙️ 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗘𝘅𝗰𝗵𝗮𝗻𝗴𝗲𝘀 – 𝗦𝟮𝗘𝟲𝟰 We're joined by Andy Thomson, CFO of Meteoric Resources, to discuss 𝘁𝗵𝗲 𝗺𝘂𝗹𝘁𝗶-𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝘀𝘀𝗲𝘁 𝗶𝗻𝘀𝗶𝗱𝗲 𝗮𝗻 𝗲𝘅𝘁𝗶𝗻𝗰𝘁 𝘃𝗼𝗹𝗰𝗮𝗻𝗼. The Caldera project in Brazil sits inside a 100-million-year-old volcanic crater Watch the full episode, link here: rareearthexchanges.com/podca… #RareEarths #CriticalMinerals #HeavyRareEarths #IonicClay #Brazil #SupplyChain #Mining #Magnets

𝗛𝗲𝗮𝘃𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵𝘀 𝗶𝗻 𝗟𝗮𝗯𝗿𝗮𝗱𝗼𝗿 🇨🇦 No resource estimate No processing pathway @sagametals acquired the Wolverine REE Project for 𝟰.𝟮𝟱𝗠 𝘀𝗵𝗮𝗿𝗲𝘀 + $𝟭𝗠 𝗰𝗮𝘀𝗵 #RareEarths #HeavyRareEarths #Labrador #CriticalMinerals #Dysprosium #Terbium #Processing

𝗔 $𝟲𝟬𝟬𝗠 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗯𝗲𝘁 𝗳𝗿𝗼𝗺 𝗮 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝘄𝗶𝘁𝗵 $𝟯𝗕 𝗱𝗲𝗯𝘁 Tronox is a 𝘁𝗶𝘁𝗮𝗻𝗶𝘂𝗺 𝗱𝗶𝗼𝘅𝗶𝗱𝗲 producer, not a rare earth company 𝟵𝘅 𝗹𝗲𝘃𝗲𝗿𝗮𝗴𝗲. Now it wants to pivot: 𝗺𝗼𝗻𝗮𝘇𝗶𝘁𝗲 byproducts → rare earth feedstock. #RareEarths #CriticalMinerals #Tronox #Monazite #SupplyChain #Processing

🎙️ 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗘𝘅𝗰𝗵𝗮𝗻𝗴𝗲𝘀 – 𝗦𝟮𝗘𝟲𝟯 We're joined by Edward Chan, CEO and Founder of Metasorbex, who's tackling 𝘁𝗵𝗲 𝗵𝗮𝗿𝗱𝗲𝘀𝘁 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻: 𝘀𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 𝗮𝘁 𝘀𝗰𝗮𝗹𝗲. Watch the full episode: rareearthexchanges.com/podca… #RareEarths #CriticalMinerals #Separation #Graphene #CircularEconomy #MaterialScience #SupplyChain #Innovation

𝗡𝗼𝘁 𝗮𝗹𝗹 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵𝘀 𝗮𝗿𝗲 𝗲𝗾𝘂𝗮𝗹 𝟭𝟳 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗲𝗹𝗲𝗺𝗲𝗻𝘁𝘀 exist But only 𝟱 𝗵𝗲𝗮𝘃𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵𝘀 matter most for defense 𝗗𝘆𝘀𝗽𝗿𝗼𝘀𝗶𝘂𝗺 (Dy) and 𝗧𝗲𝗿𝗯𝗶𝘂𝗺 (Tb): F-35 magnets, EV motors, wind turbines Image credit: @NETL_DOE #RareEarths #CriticalMinerals #SupplyChain #Defense #Dysprosium #Terbium #Neodymium

𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟳: 𝗻𝗼 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗶𝗻𝗽𝘂𝘁𝘀 𝗶𝗻 𝗗𝗼𝗗 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻𝘀 The goal: more magnets than needed by 𝟮𝟬𝟮𝟲. The reality: meaningful capacity by 𝟮𝟬𝟯𝟬 at earliest. China built a $𝟭 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 ecosystem over 𝟯𝟬 𝘆𝗲𝗮𝗿𝘀. Full article: rareearthexchanges.com/news/… #RareEarths #CriticalMinerals #SupplyChain #Defense #ProjectVault

𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻 𝗗𝗲𝗮𝗹𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸 𝖬𝖺𝗋𝖼𝗁 𝟥𝟢–𝖠𝗉𝗋𝗂𝗅 𝟦, 𝟤𝟢𝟤𝟨 𝗦𝗶𝗴𝗻𝗮𝗹𝘀 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸: 𝖬𝗂𝖽𝗌𝗍𝗋𝖾𝖺𝗆 𝗉𝗋𝗈𝖼𝖾𝗌𝗌𝗂𝗇𝗀 𝖽𝗋𝖾𝗐 𝗍𝗁𝖾 𝖼𝗅𝖾𝖺𝗋𝖾𝗌𝗍 𝗍𝗋𝖺𝗇𝗌𝖺𝖼𝗍𝗂𝗈𝗇 𝖺𝖼𝗍𝗂𝗏𝗂𝗍𝗒, 𝗐𝗂𝗍𝗁 𝖼𝖺𝗉𝗂𝗍𝖺𝗅 𝖿𝗅𝗈𝗐𝗂𝗇𝗀 𝗍𝗈 𝗌𝖾𝗉𝖺𝗋𝖺𝗍𝗂𝗈𝗇, 𝗋𝖾𝖼𝗒𝖼𝗅𝗂𝗇𝗀, 𝖺𝗇𝖽 𝗂𝗇𝗍𝖾𝗋𝗆𝖾𝖽𝗂𝖺𝗍𝖾 𝗉𝗋𝗈𝖼𝖾𝗌𝗌𝗂𝗇𝗀 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝗈𝗎𝗍𝗌𝗂𝖽𝖾 𝖢𝗁𝗂𝗇𝖺. 𝖲𝗍𝗋𝖺𝗍𝖾𝗀𝗂𝖼 𝖺𝗅𝗂𝗀𝗇𝗆𝖾𝗇𝗍 𝖻𝖾𝗍𝗐𝖾𝖾𝗇 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗂𝖺𝗅 𝖻𝗎𝗒𝖾𝗋𝗌, 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝖾𝗋𝗌, 𝖺𝗇𝖽 𝖺𝗅𝗅𝗂𝖾𝖽 𝗃𝗎𝗋𝗂𝗌𝖽𝗂𝖼𝗍𝗂𝗈𝗇𝗌 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾𝖽 𝗍𝗈 𝖿𝖺𝗏𝗈𝗋 𝗏𝖾𝗋𝗍𝗂𝖼𝖺𝗅𝗅𝗒 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝖾𝖽 𝗋𝖺𝗋𝖾 𝖾𝖺𝗋𝗍𝗁 𝗉𝖺𝗍𝗁𝗐𝖺𝗒𝗌 𝗈𝗏𝖾𝗋 𝗌𝗍𝖺𝗇𝖽𝖺𝗅𝗈𝗇𝖾 𝗎𝗉𝗌𝗍𝗋𝖾𝖺𝗆 𝗌𝗍𝗈𝗋𝗂𝖾𝗌. 𝖣𝖾𝖿𝖾𝗇𝗌𝖾-𝖺𝖽𝗃𝖺𝖼𝖾𝗇𝗍 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗁𝖺𝗂𝗇 𝗅𝗈𝗀𝗂𝖼 𝖺𝗅𝗌𝗈 𝗋𝖾𝗆𝖺𝗂𝗇𝖾𝖽 𝗉𝗋𝖾𝗌𝖾𝗇𝗍, 𝖾𝗌𝗉𝖾𝖼𝗂𝖺𝗅𝗅𝗒 𝗐𝗁𝖾𝗋𝖾 𝗁𝖾𝖺𝗏𝗒 𝗋𝖺𝗋𝖾 𝖾𝖺𝗋𝗍𝗁 𝗋𝖾𝖿𝗂𝗇𝗂𝗇𝗀 𝖺𝗇𝖽 𝖺𝗌𝗌𝖾𝗍 𝖼𝗈𝗇𝗍𝗋𝗈𝗅 𝖺𝗋𝖾 𝖼𝗈𝗇𝖼𝖾𝗋𝗇𝖾𝖽. 𝖫𝗂𝗇𝗄: 𝗁𝗍𝗍𝗉𝗌://𝗋𝖺𝗋𝖾𝖾𝖺𝗋𝗍𝗁𝖾𝗑𝖼𝗁𝖺𝗇𝗀𝖾𝗌.𝖼𝗈𝗆/𝗆𝖺𝗋𝗄𝖾𝗍-𝗐𝖺𝗍𝖼𝗁/𝗋𝖾𝖾𝗑-𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖺𝗅-𝗋𝖺𝗋𝖾-𝖾𝖺𝗋𝗍𝗁-𝗆𝖺𝗋𝗄𝖾𝗍-𝗌𝗂𝗀𝗇𝖺𝗅-𝗍𝗋𝖺𝖼𝗄𝖾𝗋-𝗐𝖾𝖾𝗄-𝗈𝖿-𝗆𝖺𝗋𝖼𝗁-𝟥𝟢-𝗍𝗈-𝖺𝗉𝗋𝗂𝗅-𝟦-𝟤𝟢𝟤𝟨/ @hastings_tech @AclaraResources @Materials_PR @ReElementTech

𝗥𝗮𝗶𝗻𝗯𝗼𝘄 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀 𝗿𝗮𝗶𝘀𝗲𝘀 £𝟭𝟭.𝟭𝗺. 𝗧𝗿𝗮𝘅𝘆𝘀 𝗚𝗿𝗼𝘂𝗽 leads the round linked to 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗩𝗮𝘂𝗹𝘁, the $𝟭𝟮𝗕 US stockpile fund. 𝗣𝗵𝗼𝘀𝗽𝗵𝗼𝗴𝘆𝗽𝘀𝘂𝗺 (fertilizer waste) becomes rare earth supply. 𝗧𝗮𝗿𝗴𝗲𝘁: lowest cost, highest margin producer in the West. @TraxysGroup @RainbowREarths #RareEarths #CriticalMinerals #Recycling #ProjectVault #SupplyChain

🎙️ 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗘𝘅𝗰𝗵𝗮𝗻𝗴𝗲𝘀 – 𝗦𝟮𝗘𝟲𝟮 We're joined by 𝗕𝗼𝗯 𝗙𝗼𝘅 from @INL to discuss 𝘄𝗵𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀 𝗮𝗿𝗲 𝘀𝗼 𝗰𝗼𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗲𝗱 Watch the full episode: rareearthexchanges.com/podca… #RareEarths #CriticalMinerals #INL #NationalLabs #SupplyChain #Manufacturing #DOE #Technology

@trafigura 𝗯𝗮𝗰𝗸𝗲𝗱 𝗿𝗲𝗰𝘆𝗰𝗹𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗮 $𝟭.𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗯𝗲𝘁 𝟭𝟬-𝘆𝗲𝗮𝗿 𝗼𝗳𝗳𝘁𝗮𝗸𝗲 with @NthCycle starting 𝟮𝟬𝟮𝟴 𝟮,𝟬𝟬𝟬 𝘁𝗼𝗻𝗻𝗲𝘀 𝗻𝗶𝗰𝗸𝗲𝗹 + 𝟭,𝟱𝟬𝟬 𝘁𝗼𝗻𝗻𝗲𝘀 𝗹𝗶𝘁𝗵𝗶𝘂𝗺 𝗰𝗮𝗿𝗯𝗼𝗻𝗮𝘁𝗲 annually All from 𝟭𝟮,𝟬𝟬𝟬 𝘁𝗼𝗻𝗻𝗲𝘀 𝗼𝗳 𝗯𝗹𝗮𝗰𝗸 𝗺𝗮𝘀𝘀 (recycled battery waste) #CriticalMinerals #BatteryRecycling #SupplyChain #Nickel #Lithium #CircularEconomy

𝗖𝗵𝗶𝗻𝗮 𝘁𝗮𝗿𝗴𝗲𝘁𝘀 𝟴𝟬% 𝗰𝗵𝗶𝗽 𝘀𝗲𝗹𝗳-𝘀𝘂𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 𝗯𝘆 𝟮𝟬𝟯𝟬 China controls 90% of rare earth refining and magnets These materials make 𝗰𝗵𝗶𝗽𝘀 possible 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 leads chip design, innovation, and critical IP 𝗖𝗵𝗶𝗻𝗮 builds systems 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 builds breakthroughs This isn't a chip war 𝗜𝘁'𝘀 𝗮 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 𝘄𝗮𝗿 Whoever controls the materials beneath the chip controls the future 📰rareearthexchanges.com/news/… #Semiconductors #RareEarths #SupplyChain #CriticalMinerals

𝗨.𝗦. 𝗘𝗩 𝘀𝗮𝗹𝗲𝘀 𝗳𝗲𝗹𝗹 𝟮𝟴% 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟲 Market share dropped to 𝟱.𝟴% EVs are the largest driver of 𝗡𝗱𝗙𝗲𝗕 𝗺𝗮𝗴𝗻𝗲𝘁 demand Without EV-scale adoption, America's rare earth supply chain loses economic justification #EVs #RareEarths #SupplyChain #Magnets #CriticalMinerals

🎙️ 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗘𝘅𝗰𝗵𝗮𝗻𝗴𝗲𝘀 – 𝗦𝟮 𝗘𝟲𝟮 We're joined by David Wilcox, Executive Chairman at Evolution Metals & Technologies, to discuss 𝘄𝗵𝘆 𝗿𝗲𝗰𝘆𝗰𝗹𝗶𝗻𝗴 𝗶𝘀 𝘁𝗵𝗲 𝗼𝗻𝗹𝘆 𝗻𝗲𝗮𝗿-𝘁𝗲𝗿𝗺 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝘁𝗼 𝘁𝗵𝗲 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗰𝗿𝗶𝘀𝗶𝘀. His insight: "𝟵𝟴% of the world's 𝗰𝗼𝗽𝗽𝗲𝗿 ever mined is still in circulation. Why aren't we doing that with magnets?" Watch the full episode - rareearthexchanges.com/podca… #RareEarths #CriticalMinerals #Recycling #Magnets #CircularEconomy #SupplyChain #UrbanMining #Manufacturing