The latest set of Chinese restrictions on rare earths exports are the most worrying to date
Licensing delays under new regime put at risk shipments of materials crucial for products from EVs to fighter jets
China has an unmatched dominance in the processing of critical commodities
Fight is underscoring scrambled political alliances surrounding Biden-era Inflation Reduction Act
US president’s move is part of effort to bolster supply of critical resources
Beijing’s response to Donald Trump’s tariffs intensifies battle to control supply of commodities vital to high-tech sectors
Traders and executives warn of limited inventories and a risk of disruption to automotive production
MP Materials has been sending concentrates to Chinese partner as it races to expand in US
Sector ‘ideally positioned’ to take advantage of disruption to global supply chain
Ionic Technologies says it is the only company outside China able to separate the four most valuable oxides
China dominates market in metals used in range of products, including those crucial for national security
Also in this newsletter: why the EU shouldn’t let itself be bullied on tech regulation
Vast estimated deposits of lithium, titanium and rare earths such as scandium have yet to be significantly developed
Companies say recycling electric waste can provide a new independent source of the sought after elements
US proposal appears to align with President Zelenskyy’s strategy to keep Washington onside
The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Entities loaned billions to create mining and processing supply chain, report shows
Naaja Nathanielsen says US president-elect’s rhetoric could damage island’s image as stable democracy
Government increases backing for Iluka Resources to build country’s first processing facility for rare earths
The coalition is the west’s answer to China’s control of minerals that are critical to the energy transition
Saskatchewan facility marks small step in drive to challenge Beijing’s control of processing rare earths
Long-term shortage of rare metal antimony, a critical material in the defence supply chain, could pose security risk
Canberra is trying to create stronger supply chain for critical minerals in the energy transition
Future of South Africa’s Phalaborwa site may depend on strength of Washington’s support
Australian investor seen as possible kingmaker after merger talks fail between two critical-mineral developers
