# rare earth (blogs) — RSS Amplifier Recent posts from the 6 feeds in the RSS Amplifier directory that cover rare earth. Page: Feed: --- ## [Who Gets Paid When AI Starts Spending Money?](https://nextfinancial.substack.com/p/who-gets-paid-when-ai-starts-spending) _2026-08-12 · Next Financial · Next Financial_ AI agents are beginning to make purchases, move money and execute financial transactions. ## [State Department Mining Show; Lighthouse Uranium Scoop; China's Amsul Export Controls; Kenya's Prospecting License; Auking, Aldoro, Sunrise, MP and the lot.](https://treo.substack.com/p/state-department-mining-show-lighthouse) _2026-08-09 · giti.sg · The Rare Earth Observer_ Rare Earth 9 August 2026 #203 ## [You Can Trade Anything. You May Own Nothing.](https://nextfinancial.substack.com/p/you-can-trade-anything-you-may-own) _2026-07-30 · Next Financial · Next Financial_ The financial world is removing the difference between accessible and inaccessible assets. ## [The trillion-dollar race to connect every person, machine, and battlefield from orbit](https://nextfinancial.substack.com/p/the-trillion-dollar-race-to-connect) _2026-07-28 · Next Financial · Next Financial_ On February 26, 2022, two days into the invasion, Ukraine’s Minister of Digital Transformation wrote to Elon Musk. ## [MP really start Work on 10x Factory; Ford go with Geely; RE Dual Use License Impact; RE Smuggle; RE with Vitamin C; USARE, JS Link, Lynas, Viridis, MP, Ucore, and the lot.](https://treo.substack.com/p/mp-really-start-work-on-10x-factory) _2026-07-23 · giti.sg · The Rare Earth Observer_ Rare Earth 24 July 2026 #202 ## [How Much? The question that decides your returns — and it isn’t what you buy](https://nextfinancial.substack.com/p/how-much-the-question-that-decides) _2026-07-23 · Next Financial · Next Financial_ In 2016, two researchers — Victor Haghani (a founder of the ill-fated hedge fund LTCM, now running Elm Wealth) and Richard Dewey — handed 61 people a rigged game and watched them fail at it. ## [China’s quest for lithium pricing power](https://voltrush.substack.com/p/chinas-quest-for-lithium-pricing) _2026-07-18 · Henry Sanderson · Volt Insight_ China has opened its lithium futures to foreign traders, but becoming a global benchmark is harder for China. ## [15 Million Hours Without a Lost-Time Injury](https://svpm.com.br/en/15-milhoes-de-horas-sem-acidentes-com-afastamento-2/) _2026-07-14 · P6 · Serra Verde_ At Serra Verde, safety always comes first.Reaching 15 million hours without a lost-time injury reflects our employees’ daily commitment to building an even safer workplace.More than just a number, this milestone represents a strong culture of responsibility, prevention, and care for people, where safety is a non-negotiable value.We congratulate everyone who contributed to this achievement \[…\] ## [Alex Karp Says AI Labs Are Stealing Their Clients' Data — Here's Why Open Source Will Flip the Script](https://nextfinancial.substack.com/p/alex-karp-says-ai-labs-are-stealing) _2026-07-08 · Next Financial · Next Financial_ On July 1, Alex Karp went on CNBC’s Squawk Box to talk about a Palantir–Nvidia partnership. ## [The money isn't in selling guns — it's in selling powder](https://nextfinancial.substack.com/p/the-money-isnt-in-selling-guns-its) _2026-07-07 · Next Financial · Next Financial_ For the first time since the Cold War, Europe is rearming in earnest — and it’s not a drill. ## [Licensed Dispensaries, Pay with Crypto (Sponsored)](https://crawlproof.com/a/G6tqPM6UiaFf) _2026-07-07 · **Sponsored**_ Search verified licensed dispensaries and pay with Bitcoin, Lightning, or stablecoins. ## [Why Chinese clean tech companies need Europe](https://voltrush.substack.com/p/why-chinese-clean-tech-companies) _2026-07-03 · Henry Sanderson · Volt Insight_ Europe is no longer just China's export market, it is increasingly its profit engine. ## [More of China's Tantrums; China arrests Foreign Visitors for RE Violations; VAC in China; Kerala Monazite Scandal; Phoenix Tailings, Lindian, and the lot.](https://treo.substack.com/p/more-of-chinas-tantrums-china-arrests) _2026-07-03 · giti.sg · The Rare Earth Observer_ Rare Earth 03 July 2026 #201 ## [8.8 vs. 96.5: The Number That Decides the Nuclear Race](https://nextfinancial.substack.com/p/88-vs-965-the-number-that-decides) _2026-06-29 · Next Financial · Next Financial_ You’ve probably seen the headlines. ## [The Real Money in Space Isn't Where You Think](https://nextfinancial.substack.com/p/the-real-money-in-space-isnt-where) _2026-06-28 · Next Financial · Next Financial_ Most investors are betting on who launches the most rockets or operates the biggest satellite constellations. ## [SIPATMA 2026](https://svpm.com.br/en/sipatma-2026-eng/) _2026-06-26 · P6 · Serra Verde_ We concluded the 5th SIPATMA with a message that extends beyond the workplace.Over the course of four days, our program brought together employees and partners through lectures, awareness initiatives, presentations of key projects, and conversations with leadership about safety, prevention, and environmental responsibility. To close this important journey, we are sharing this video as an \[…\] ## [Volt Insight Briefing: The rare earth nobody was watching](https://voltrush.substack.com/p/volt-insight-briefing-the-rare-earth) _2026-06-26 · Henry Sanderson · Volt Insight_ The first trade data after the Trump-Xi meeting suggest China's export controls remain firmly in place—and Beijing is only tightening them ## [Snap’s AR Glasses Flop Might Be Exactly What the Company Needs](https://nextfinancial.substack.com/p/snaps-ar-glasses-flop-might-be-exactly) _2026-06-26 · Next Financial · Next Financial_ Snap just unveiled its new Specs AR glasses at $2,195. ## [Uber is finally profitable. But what happens when the drivers disappear?](https://nextfinancial.substack.com/p/uber-is-finally-profitable-but-what) _2026-06-24 · Next Financial · Next Financial_ Uber finally did it. ## [Beijing's revenge: China turns off the tap for the American defense industry](https://www.jpost.com/business-and-innovation/precious-metals/article-900234) _2026-06-23 · JPost.com - Precious Metals_ The trade war escalates: China imposes severe sanctions on rare earth giants and defense companies from the US. ## [Why is China holding back domestic lithium production?](https://voltrush.substack.com/p/why-is-china-holding-back-domestic) _2026-06-17 · Henry Sanderson · Volt Insight_ China's imports of Australian lithium are surging at the same time as domestic supply in Jiangxi has collapsed ## [Dissecting Series A Rounds (Sponsored)](https://crawlproof.com/a/QL46kuDmkPMd) _2026-06-17 · **Sponsored**_ Two real Series A cases: timelines, investor sequencing, and common founder mistakes. ## [149 Days to go, the Worst Case; Pensana's puny Recovery Rates; More Hot Air from Hastings; Shin-Etsu move; Rare Earth Smuggle; Arafura in Trouble; Ames Lab AI Magnet Breakthrough?; and the lot.](https://treo.substack.com/p/149-days-to-go-the-worst-case-pensanas) _2026-06-15 · giti.sg · The Rare Earth Observer_ Rare Earth 15 June 2026 #200 ## [Are sodium-ion batteries facing their LFP moment?](https://voltrush.substack.com/p/are-sodium-ion-batteries-facing-their) _2026-06-10 · Henry Sanderson · Volt Insight_ Chinese battery makers believe sodium-ion is following the same path that turned LFP into the China's dominant battery chemistry. Are they right? ## [Meeting with Brazil’s Minister of Mines and Energy and the Governor of the State of Goiás](https://svpm.com.br/en/encontrocomministro-2/) _2026-06-06 · P6 · Serra Verde_ Following a meeting with Alexandre Silveira, Brazil’s Minister of Mines and Energy, our CEO, Thras Moraitis, and our COO, Ricardo Grossi Neves, concluded the week with another strategic engagement: a meeting with the Governor of the State of Goiás and members of his administration. From the federal government to the state level, the message remains \[…\] ## [The aluminium crisis nobody saw coming](https://voltrush.substack.com/p/the-aluminium-crisis-nobody-saw-coming) _2026-06-04 · Henry Sanderson · Volt Insight_ A podcast interview with Paul Adkins on the impact of the Iran war on global aluminium markets [Listen](https://api.substack.com/feed/podcast/200598706/e0067662d6bb9c18a50296aaf26a7779.mp3) ## [Is the Iran war really boosting EV sales in China? Not quite.](https://voltrush.substack.com/p/is-the-iran-war-really-boosting-ev) _2026-06-03 · Henry Sanderson · Volt Insight_ Rising oil prices are accelerating a decline in sales of petrol cars in China. But they aren't driving a surge in EV demand. ## [bode plot of a magnetic levitator](https://telerobotics.blogspot.com/2026/05/bode-plot-of-magnetic-levitator.html) _2026-06-01 · John Sokol · Telerobotics_ Magnetic levitation is one of the classic teaching plants in control because of what its Bode plot reveals, so this is a fun one. Let me lay out where the plot comes from, then show it. The plant is open-loop unstable An electromagnet holds a steel ball at gap 𝑥 x below it. The attractive force grows as the ball gets \*closer\*, which is positive feedback — exactly what makes the thing want to… ## [White Smoke from ARU's Chimney; US fails in addressing RE in Beijing; Rare Earth Canibalism; Neo's Quarterly; Russia's RE Development; BRE, UUUU, SGQ, DEFN and the Lot.](https://treo.substack.com/p/white-smoke-from-arus-chimney-us) _2026-05-30 · giti.sg · The Rare Earth Observer_ Rare Earth 30 May 2026 #199 ## [China’s Gold Holdings Rise Again as Central Bank Extends Buying Streak](https://www.jpost.com/business-and-innovation/precious-metals/article-897555) _2026-05-27 · JPost.com - Precious Metals_ Gold ETFs stay strong while jewellery demand cools in seasonal shift ## [Anybots inc.](https://telerobotics.blogspot.com/2026/05/anybots-inc.html) _2026-05-27 · John Sokol · Telerobotics_ Anybots inc. This is the Anybots Telepresence robot. (now dead) Oct 26, 2012 Anybots Robot with Choke Out Cancer, San Jose Non Profit. HBO - Silicon Valley put the Anybots logo in the Season 2 & 3 Opening Credits. https://youtu.be/W7oV45qTBeM?si=C8BHq3yZZmCGvwga&t=463 YC effectively spun out of Anybots. for some perspective. https://x.com/anybots ## [Volt Insight Briefing: CATL wants to power China’s AI boom](https://voltrush.substack.com/p/volt-insight-briefing-catl-wants) _2026-05-22 · Henry Sanderson · Volt Insight_ The battery giant is assembling stakes in data centres, power systems and energy-management software as AI becomes one of China’s fastest-growing sources of electricity demand. ## [Refer a Friend, Earn Rewards (Sponsored)](https://crawlproof.com/a/AexgAH7IsBcH) _2026-05-22 · **Sponsored**_ Earn rewards when friends get the Graphite Business Card through your referral. ## [The last working Anybots QB](https://telerobotics.blogspot.com/2026/05/the-last-working-anybots-qb.html) _2026-05-20 · John Sokol · Telerobotics_ https://www.youtube.com/watch?v=ZnHR\_XmBSvA This is the last of 120 robots make that is still running. If you have an Anybots QB and would like to get it running, please contact me. john.sokol@gmail.com ## [Why we keep using the wrong chart on critical minerals](https://voltrush.substack.com/p/why-we-keep-using-the-wrong-chart) _2026-05-17 · Henry Sanderson · Volt Insight_ China’s real leverage may come less from refining dominance than from its overwhelming share of global industrial demand. ## [Brazil's proposed RE Laws; National Security Fetish; RE & Penalties; Malawi RE Export Ban; Aclara's Carina PEA; MP's Q1 & HREE; BCM, Arafura, USARE, Victory and the lot.](https://treo.substack.com/p/brazils-proposed-re-laws-national) _2026-05-10 · giti.sg · The Rare Earth Observer_ Rare Earth 10 May 2026 #198 ## [Volt Insight Briefing: China’s EV market is slowing. So why is lithium soaring?](https://voltrush.substack.com/p/volt-insight-briefing-chinas-ev-market) _2026-05-08 · Henry Sanderson · Volt Insight_ Lithium futures prices in China briefly rallied past 200,000 RMB a tonne this week — here’s why the market is suddenly so bullish on battery demand ## [Meeting with Employees to Present the Combination of Serra Verde and USA Rare Earth](https://svpm.com.br/en/svpmrare-2/) _2026-04-25 · P6 · Serra Verde_ On April 20, we announced to all our employees the signing of the definitive business combination agreement between Serra Verde and USA Rare Earth, creating a leading company in the global rare earth industry. Today, our CEO, Thras Moraitis, and SVPM President, Ricardo Grossi, met with employees to celebrate this historic milestone together and reaffirm \[…\] ## [Neo's Heavies Pilot; BCM and SAM; CNRE Q1 Results; Impact of PRC H2SO4 Export Stop; USARE latest Antics; More Hype from Hastings; Lynas, Arafura, ReAlloys, POSCO and the lot.](https://treo.substack.com/p/neos-heavies-pilot-bcm-and-sam-cnre) _2026-04-21 · giti.sg · The Rare Earth Observer_ Rare Earths 21 April 2026 #197 ## [Serra Verde Announces Agreed Combination with USA Rare Earth to Create Global Rare Earths Leader and a 15-year Offtake with Guaranteed Floor Prices](https://svpm.com.br/en/serra-verde-agreedusarareearth/) _2026-04-20 · P6 · Serra Verde_ 20 April 2026: Serra Verde (“Serra Verde”), the only large-scale producer of critical heavy rare earths (“HREEs”) as well as light rare earths outside of Asia, is pleased to announce two significant developments that confirm its position as a leader in the global rare earth industry and a pioneer of Brazil’s critical minerals sector. Serra \[…\] ## [WTO; Iran, AI and Rare Earths; Politics & Foghorns; Lynas, Neo, NCM, Mkango, USARE, and the lot](https://treo.substack.com/p/wto-iran-ai-and-rare-earths-politics) _2026-03-30 · giti.sg · The Rare Earth Observer_ Rare Earth 30 March 2026 #196 ## [War & Rare Earths: US run out of Ammo?; USARE, again; The 5-Year Plan; Low US EV Sales drop further; RE Norway, Lindian, DEFN and the lot](https://treo.substack.com/p/war-and-rare-earths-us-run-out-of) _2026-03-06 · giti.sg · The Rare Earth Observer_ Rare Earth 7 March 2026 #195 ## [Serra Verde Publishes Second Sustainability Review](https://svpm.com.br/en/infsustenability/) _2026-03-04 · P6 · Serra Verde_ Serra Verde Publishes Second Sustainability Review Serra Verde Group (“Serra Verde”), the only large-scale producer of critical heavy rare earths outside of Asia, is pleased to announce the publication of its second Sustainability Review. The Review demonstrates Serra Verde’s positive sustainability performance in 2025 and documents the progress made towards achieving the company’s vision of \[…\] ## [Critical Minerals Ministerial "Fact Sheet": Some Fact about Fact; Project Vault: Not a National Reserve, but a Golf Club; Frontier, BRE, St George and the lot.](https://treo.substack.com/p/critical-minerals-ministerial-fact) _2026-02-14 · giti.sg · The Rare Earth Observer_ Rare Earths 14 February 2026 #194 ## [Serra Verde Secures US$565 million Financing from US International Development Finance Corporation](https://svpm.com.br/en/financingdfc/) _2026-02-05 · P6 · Serra Verde_ Serra Verde Group (“Serra Verde” or “the Company”), the only large-scale producer of critical heavy rare earths (“HREEs”) outside of Asia, is pleased to announce it has agreed a US$565m financing package (“the Financing”) with the US International Development Finance Corporation (“DFC”), including an option for the US Government to acquire a minority equity stake \[…\] ## [Saudi Arabia says it has $2.5 trillion in ore deposits, rare earth elements reserves - report](https://www.jpost.com/business-and-innovation/precious-metals/article-884598) _2026-01-26 · JPost.com - Precious Metals_ Saudi Arabia claims its mining deposits could be valued at $2.5 trillion, with gold, copper, and Rare Earth Elements in its reserves, CNN and S&P Global reported. ## [Trump administration to take 10% stake in USA Rare Earth in $1.6b. deal, sources say](https://www.jpost.com/business-and-innovation/precious-metals/article-884410) _2026-01-25 · JPost.com - Precious Metals_ The Trump administration is set to take a 10% stake in USA Rare Earth as part of a $1.6 billion investment package aimed at boosting domestic rare earth mining and magnet production. ## [Silver Surges Toward Historic $100 Milestone](https://www.jpost.com/business-and-innovation/precious-metals/article-884340) _2026-01-23 · JPost.com - Precious Metals_ Why Silver Is Poised to Shatter $100 - And What It Means for Your Portfolio: The Silver Rush of 2026. ## [WTO chief warns Greenland could lead to trade war, but what can the US gain from the island?](https://www.jpost.com/business-and-innovation/precious-metals/article-884022) _2026-01-21 · JPost.com - Precious Metals_ A 2023 survey by the European Commission showed that 25 of 34 minerals deemed "critical raw materials" were found in Greenland. ## [We celebrated the participation of 588 enrolled students in the free courses delivered in partnership with SENAI Minaçu!](https://svpm.com.br/en/premiosetormineral-2-4/) _2026-01-06 · P6 · Serra Verde_ Congratulations to the 60 approved participants, reinforcing our commitment to contributing to community development and the training of qualified professionals. Highlight on inclusion:✅ 46% of the vacancies in the Industrial Mechanic course were filled by women.✅ 33% of those selected for the Heavy Machinery and Automotive Air Conditioning course are women. This initiative is aligned \[…\] ## [Compliance Day](https://svpm.com.br/en/compliance-day-2/) _2025-12-30 · P6 · Serra Verde_ On December 9, we held the third edition of Compliance Day. The event reinforced the importance of ethics and integrity in our daily activities and how these principles must define Mineração Serra Verde both inside and outside the company, as they directly impact business credibility and sustainability. We also celebrated the role of integrity ambassadors, \[…\] ## [We Are Pioneers](https://svpm.com.br/en/somos-pioneiros-2/) _2025-12-19 · P6 · Serra Verde_ Mineração Serra Verde begins its year-end celebrations by honoring the journey that brought it here and the pioneers who have been part of it since the very beginning. Like a letter to the SVPM that was just being born, the video revisits the vision, courage, and choices that shaped the start of this story. The \[…\] ## [Why Gold & Silver Miners Will Now Outperform Metals](https://www.jpost.com/business-and-innovation/precious-metals/article-880148) _2025-12-12 · JPost.com - Precious Metals_ Although gold and silver mining stocks have been soggy performers, there are many reasons to believe that is about to change in a significant way.