State Department Mining Show; Lighthouse Uranium Scoop; China's Amsul Export Controls; Kenya's Prospecting License; Auking, Aldoro, Sunrise, MP and the lot.
Rare Earth 9 August 2026 #203
The Rare Earth Observer
A newsletter on all things rare earth in irregular intervals with no claim to political correctness. We and contributors may or may not have business dealings with or hold shares in companies discussed.
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Latest posts
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.
Rare Earth 24 July 2026 #202
More of China's Tantrums; China arrests Foreign Visitors for RE Violations; VAC in China; Kerala Monazite Scandal; Phoenix Tailings, Lindian, and the lot.
Rare Earth 03 July 2026 #201
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.
Rare Earth 15 June 2026 #200
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.
Rare Earth 30 May 2026 #199
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.
Rare Earth 10 May 2026 #198
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.
Rare Earths 21 April 2026 #197
WTO; Iran, AI and Rare Earths; Politics & Foghorns; Lynas, Neo, NCM, Mkango, USARE, and the lot
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
Rare Earth 7 March 2026 #195
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.
Rare Earths 14 February 2026 #194