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26.07.26 - 01:54
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Lynas says Malaysia heavy rare earth project has gone over budget (Digitimes)
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Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came alongside the latest quarterly results for the period ended June 30, 2026, in which revenue reached AU$289 million (US$202 million), up 70% year on year and the strongest level in four years....
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24.07.26 - 10:36
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Neuauflage: Deka plant ETF auf seltene Erden und strategische Metalle (Das Investment)
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Die Deka bereitet einen ETF auf seltene Erden und strategische Metalle vor. Der Fonds zielt auf Metalle für Batterien, erneuerbare Energien und Halbleiter ab.Die Deka wagt sich an ein Rohstoffthema, das eng mit Energiewende und Aufrüstung verknüpft ist: Der Fondsanbieter der Sparkassen hat den Deka Rare Earth and Strategic Metals ETF bei den irischen Behörden registrieren lassen, wie "ETF Stream" berichtet. Ein Starttermin sowie eine ISIN ist noch nicht bekannt. Inhaltlich zielt das Produkt auf Metalle, deren Nachfrage mit der nach Batterien, erneuerbarer Energie und Halbleitern wächst. ###INLINE-REGISTRIERUNG### Für......
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24.07.26 - 06:12
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NAN GreenMet to invest US$130M in India′s first integrated rare earth magnet plant (Digitimes)
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NAN GreenMet Pvt. Ltd. has launched NAN MagneTech Pvt. Ltd. to develop what it says will be India's first fully integrated manufacturing facility for high-performance Neodymium-Iron-Boron (NdFeB) rare earth magnets. The company plans to invest INR12.5 billion (US$130 million) in the project, which will be located at the Naidupeta Industrial Park in Andhra Pradesh, with commercial production targeted for the first quarter of 2028....
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17.07.26 - 03:31
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"The Killer Chokepoint": China′s Rare Earth Squeeze Is Reshaping The Global Economy (ZeroHedge)
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"The Killer Chokepoint": China's Rare Earth Squeeze Is Reshaping The Global Economy
Artificial intelligence may be driving headlines, but one of its biggest vulnerabilities is an obscure metal that few people have ever heard of. Yttrium, a rare earth element first identified more than two centuries ago, has quietly become an essential ingredient in advanced semiconductor manufacturing, according to the Financial Times. As demand for AI chips accelerates, securing reliable access to the metal has become a growing strategic concern.
"We're in the middle of a sea change in terms of how the global economy works."
— Daniel Yergin, vice-chair of S&P Global, describing the shift away from purely efficiency-driven global supply chains.
That concern stems from a simple reality: China dominates the processing and supply of yttrium, along with many other niche metals that modern industries depend on. Over the past several years, Beijing has tightened export restrictions on a numbe...
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16.07.26 - 07:12
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China′s rare earth curbs endanger $6.5 trillion of Western industry, IEA says (Reuters EN)
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The full implementation of China’s rare earth export restrictions could put $6.5 trillion of downstream production outside the country at risk, the International Energy Agency warned on Thursday. China, the world’s largest producer of rare earths, expanded export controls in October last year to cover additional materials and introduced new licensing requirements, but later agreed to delay implementation for a year.. --- New rare earth refining projects in the U.S. and Malaysia reduced China’s share of the global market to 85% last year from 90% in 2023, the agency said. If planned projects proceed on schedule, that share could fall to 70% by 2035..
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