Rare Earth Exchanges

🎙️ 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗘𝘅𝗰𝗵𝗮𝗻𝗴𝗲𝘀 – 𝗦𝟮 𝗘𝟲𝟬 We're joined by Lynn Ding, PhD Chemical Engineer from @UofT , to discuss 𝘄𝗵𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝘀𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝘁𝗵𝗲 𝗵𝗮𝗿𝗱𝗲𝘀𝘁 𝗽𝗿𝗼𝗯𝗹𝗲𝗺 𝗶𝗻 𝘁𝗵𝗲 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻. Watch the full episode: rareearthexchanges.com/podcast/s2-e60/ #RareEarths #CriticalMinerals #Chemistry #Separation #Research #Engineering #SupplyChain #CleanTech

The Strait of Hormuz carries 𝟮𝟬% 𝗼𝗳 𝗴𝗹𝗼𝗯𝗮𝗹 𝗼𝗶𝗹 When disrupted, 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵𝘀 feel it everywhere Mining fuel, separation processes, logistics, insurance This isn't a shock It's a 𝗰𝗼𝘀𝘁 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗶𝗲𝗿 US domestic capacity won't reach commercial scale until 𝟮𝟬𝟮𝟴–𝟮𝟬𝟯𝟬. China maintains 𝘀𝘆𝘀𝘁𝗲𝗺 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻 across mining, separation, and magnets 🧲rareearthexchanges.com/news/hormuz-wa… #RareEarths #Geopolitics #SupplyChain #Hormuz #CriticalMinerals

"𝗣𝗵𝗮𝗿𝗺𝗮 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗻𝗲𝗲𝗱 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵𝘀" — @Boehringer CEO But 𝗛𝗘𝗔𝗟𝗧𝗛𝗖𝗔𝗥𝗘 does:   • 𝗚𝗮𝗱𝗼𝗹𝗶𝗻𝗶𝘂𝗺 (40% of MRIs)   • 𝗘𝘂𝗿𝗼𝗽𝗶𝘂𝗺 and 𝗧𝗲𝗿𝗯𝗶𝘂𝗺 (diagnostic imaging)   • 𝗬𝘁𝘁𝗿𝗶𝘂𝗺-90 (radiotherapy) China controls 𝟵𝟬% of rare earth processing Full article: rareearthexchanges.com/news/pharma-do… #Pharma #SupplyChain #RareEarths #CriticalMinerals #China #Healthcare

@PensanaRE is pivoting rare earth processing from 𝗨𝗞 𝘁𝗼 𝗨𝗦. Stronger funding, clearer policy, faster support. $𝟭𝟲𝟬𝗠 𝗘𝗫𝗜𝗠 letter of interest secured. Value lives 𝗱𝗼𝘄𝗻𝘀𝘁𝗿𝗲𝗮𝗺 In 𝘀𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻, 𝗺𝗲𝘁𝗮𝗹𝘀, and 𝗺𝗮𝗴𝗻𝗲𝘁𝘀. That's where supply chains are won or lost. Full article: rareearthexchanges.com/news/the-capit… #RareEarths #CriticalMinerals #SupplyChain #Pensana #NdPr

𝗢𝗿𝗶𝗼𝗻 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗰𝗹𝗼𝘀𝗲𝗱 𝗮 $𝟮.𝟮𝗕 𝗺𝗶𝗻𝗶𝗻𝗴 𝗳𝘂𝗻𝗱. Their largest raise to date. Total AUM now exceeds $𝟵𝗕. Targeting #lithium, #copper, #nickel. Already 𝟲𝟭% deployed. Full article: rareearthexchanges.com/news/orion-rai… #CriticalMinerals #Mining #PrivateCapital #Lithium #Copper #SupplyChain #Investment

𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻 𝗗𝗲𝗮𝗹𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸 | 𝗠𝗮𝗿𝗰𝗵 𝟵–𝟭𝟰, 𝟮𝟬𝟮𝟲 𝖳𝗐𝗈 𝗋𝖾𝖺𝗅 𝗍𝗋𝖺𝗇𝗌𝖺𝖼𝗍𝗂𝗈𝗇𝗌 𝗌𝗍𝗈𝗈𝖽 𝗈𝗎𝗍 𝗍𝗁𝗂𝗌 𝗐𝖾𝖾𝗄 𝗂𝗇 𝗍𝗁𝖾 𝖾𝗑-𝖢𝗁𝗂𝗇𝖺 𝗋𝖺𝗋𝖾 𝖾𝖺𝗋𝗍𝗁 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗁𝖺𝗂𝗇: 𝗟𝘆𝗻𝗮𝘀 / 𝗝𝗔𝗥𝗘 𝖫𝗒𝗇𝖺𝗌 𝗋𝖾𝗏𝗂𝗌𝖾𝖽 𝗂𝗍𝗌 𝗅𝗈𝗇𝗀-𝗍𝖾𝗋𝗆 𝗌𝗎𝗉𝗉𝗅𝗒 𝖺𝗀𝗋𝖾𝖾𝗆𝖾𝗇𝗍 𝗐𝗂𝗍𝗁 𝖩𝖺𝗉𝖺𝗇 𝖠𝗎𝗌𝗍𝗋𝖺𝗅𝗂𝖺 𝖱𝖺𝗋𝖾 𝖤𝖺𝗋𝗍𝗁𝗌 (𝖩𝖠𝖱𝖤), 𝗌𝖾𝗍𝗍𝗂𝗇𝗀 𝖺 $𝟣𝟣𝟢/𝗄𝗀 𝖭𝖽𝖯𝗋 𝗉𝗋𝗂𝖼𝖾 𝖿𝗅𝗈𝗈𝗋 𝖺𝗇𝖽 𝗌𝖾𝖼𝗎𝗋𝗂𝗇𝗀 𝟧,𝟢𝟢𝟢 𝗍𝗉𝖺 𝗈𝖿 𝗌𝗎𝗉𝗉𝗅𝗒 𝗂𝗇𝗍𝗈 𝖩𝖺𝗉𝖺𝗇. 𝗦𝗲𝗿𝗿𝗮 𝗩𝗲𝗿𝗱𝗲 𝖲𝖾𝗋𝗋𝖺 𝖵𝖾𝗋𝖽𝖾 𝖼𝗅𝗈𝗌𝖾𝖽 $𝟧𝟨𝟧 𝗆𝗂𝗅𝗅𝗂𝗈𝗇 𝗂𝗇 𝖿𝗂𝗇𝖺𝗇𝖼𝗂𝗇𝗀 𝖿𝗈𝗋 𝗂𝗍𝗌 𝖦𝗈𝗂á𝗌 𝗋𝖺𝗋𝖾 𝖾𝖺𝗋𝗍𝗁 𝗈𝗉𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝗂𝗇 𝖡𝗋𝖺𝗓𝗂𝗅, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝗂𝗇𝗀 𝗋𝖾𝖿𝗂𝗇𝖺𝗇𝖼𝗂𝗇𝗀 𝖺𝗇𝖽 𝖾𝗑𝗉𝖺𝗇𝗌𝗂𝗈𝗇. 𝗧𝗵𝗲 𝘀𝗶𝗴𝗻𝗮𝗹 𝗶𝘀 𝗰𝗹𝗲𝗮𝗿: 𝗋𝖺𝗋𝖾 𝖾𝖺𝗋𝗍𝗁 𝗌𝗎𝗉𝗉𝗅𝗒 𝖼𝗁𝖺𝗂𝗇𝗌 𝖺𝗋𝖾 𝗂𝗇𝖼𝗋𝖾𝖺𝗌𝗂𝗇𝗀𝗅𝗒 𝖻𝖾𝗂𝗇𝗀 𝖻𝗎𝗂𝗅𝗍 𝗍𝗁𝗋𝗈𝗎𝗀𝗁 𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾𝖽 𝗈𝖿𝖿𝗍𝖺𝗄𝖾𝗌, 𝗉𝗋𝗂𝖼𝖾 𝗌𝗎𝗉𝗉𝗈𝗋𝗍, 𝖺𝗇𝖽 𝖽𝖾𝗏𝖾𝗅𝗈𝗉𝗆𝖾𝗇𝗍 𝖿𝗂𝗇𝖺𝗇𝖼𝖾 𝗋𝖺𝗍𝗁𝖾𝗋 𝗍𝗁𝖺𝗇 𝗌𝗉𝗈𝗍-𝗆𝖺𝗋𝗄𝖾𝗍 𝖾𝖼𝗈𝗇𝗈𝗆𝗂𝖼𝗌 𝖺𝗅𝗈𝗇𝖾. #𝖱𝖺𝗋𝖾𝖤𝖺𝗋𝗍𝗁𝗌 #𝖢𝗋𝗂𝗍𝗂𝖼𝖺𝗅𝖬𝗂𝗇𝖾𝗋𝖺𝗅𝗌 #𝖬𝗂𝗇𝗂𝗇𝗀𝖥𝗂𝗇𝖺𝗇𝖼𝖾 #𝖲𝗎𝗉𝗉𝗅𝗒𝖢𝗁𝖺𝗂𝗇 #𝖤𝗇𝖾𝗋𝗀𝗒𝖳𝗋𝖺𝗇𝗌𝗂𝗍𝗂𝗈𝗇 #𝖣𝖾𝖿𝖾𝗇𝗌𝖾 #𝖬𝖺𝗀𝗇𝖾𝗍𝗌 #𝖫𝗒𝗇𝖺𝗌 #𝖲𝖾𝗋𝗋𝖺𝖵𝖾𝗋𝖽𝖾 #Australia #Japan #Brazil @LynasRareEarths @SerraVerdeGroup

@ENERGY 𝗷𝘂𝘀𝘁 𝗼𝗽𝗲𝗻𝗲𝗱 𝗮 $𝟱𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗼𝘂𝗻𝗱 for critical minerals and battery supply chains 𝗧𝗮𝗿𝗴𝗲𝘁 𝗮𝗿𝗲𝗮𝘀:   • Processing raw mineral feedstocks   • #Recycling manufacturing scrap and end-of-life batteries   • Manufacturing battery materials and components   • Materials include #lithium, #graphite, #nickel, #copper, #aluminum Energy Secretary @SecretaryWright : "For too long, the U.S. has relied on hostile foreign actors to supply critical materials." Full article: rareearthexchanges.com/news/doe-launc… #CriticalMinerals #RareEarths #Batteries #DOE #SupplyChain #Manufacturing #Recycling #EV

𝗧𝗵𝗲 𝗺𝗶𝘀𝘀𝗶𝗻𝗴 𝗽𝘂𝘇𝘇𝗹𝗲 𝗽𝗶𝗲𝗰𝗲 in rare earth supply chains? Buyers. OEMs must sign long-term purchasing agreements. Capital flows to predictable revenue, not rhetoric. The most powerful actor is the buyer. Full article: rareearthexchanges.com/news/the-missi… #RareEarths #CriticalMinerals #SupplyChains

🎙️ 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗘𝘅𝗰𝗵𝗮𝗻𝗴𝗲𝘀 – 𝗦𝟮 𝗘𝟱𝟵 We're joined by Travis McLing, geologist at @INL , to discuss 𝘄𝗵𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵𝘀 𝗮𝗿𝗲 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗿𝗮𝗿𝗲. Watch the full episode: rareearthexchanges.com/podcast/s2-e59/ #RareEarths #Geology #CriticalMinerals #INL #Mining #NationalLabs

The @UN is meeting in 𝗝𝗮𝗺𝗮𝗶𝗰𝗮 to decide the future of 𝗱𝗲𝗲𝗽-𝘀𝗲𝗮 𝗺𝗶𝗻𝗶𝗻𝗴 40 countries want a moratorium Environmental concerns over ecosystem damage But commercial interest is building @TheMetalsC @LockheedMartin The decision could reshape critical minerals supply chains Or keep the ocean floor off-limits rareearthexchanges.com/news/deep-sea-… #CriticalMinerals #DeepSeaMining #SupplyChain #EV #Batteries #Geopolitics #Environment

@PensanaRE is building a 𝗺𝗶𝗻𝗲-𝘁𝗼-𝗺𝗮𝗴𝗻𝗲𝘁 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻 from Angola to the US. The Longonjo project targets first production in 𝟮𝟬𝟮𝟳 𝟮,𝟰𝟬𝟬 tonnes of NdPr annually to start Scaling to 𝟰,𝟮𝟬𝟬 tonnes by 𝟮𝟬𝟯𝟬 𝗧𝗵𝗲 𝗽𝗹𝗮𝗻: partner with @ReElementTech for separation, then US magnet manufacturers. Full integration outside China. Everything depends on execution now. rareearthexchanges.com/news/pensana-p… #RareEarths #CriticalMinerals #Angola #SupplyChain #Mining #Defense #EVs

@RainbowREarths and @MosaicCompany just announced a different approach to rare earths Extracting NdPr from 𝗳𝗲𝗿𝘁𝗶𝗹𝗶𝘇𝗲𝗿 𝘄𝗮𝘀𝘁𝗲 𝗶𝗻 𝗕𝗿𝗮𝘇𝗶𝗹 No new mine required 𝗧𝗮𝗿𝗴𝗲𝘁: 1,971 tonnes NdPr oxide annually by 2030. 𝗧𝗵𝗲 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀: $𝟵𝟭𝟲𝗠 NPV, 45% IRR, $𝟮𝟳𝟵𝗠 capex. 𝗧𝗵𝗲 𝗰𝗮𝘁𝗰𝗵: early stage, no JORC resources yet. If this works, it reshapes the conversation. rareearthexchanges.com/news/from-fert… #RareEarths #CriticalMinerals #Brazil #SupplyChain #Mining

𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗦𝘂𝗽𝗽𝗹𝘆 𝗖𝗵𝗮𝗶𝗻 𝗗𝗲𝗮𝗹𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸 (𝗠𝗮𝗿𝗰𝗵 𝟮–𝟵, 𝟮𝟬𝟮𝟲) 𝗨.𝗦. 𝗱𝗲𝗳𝗲𝗻𝘀𝗲-backed metals processing moved forward with a new rare earth conversion project. 𝗘𝘅-𝗖𝗵𝗶𝗻𝗮 𝗺𝗶𝗱𝘀𝘁𝗿𝗲𝗮𝗺 capacity expanded through a Kazakhstan processing facility transaction. 𝗨.𝗦. 𝘂𝗽𝘀𝘁𝗿𝗲𝗮𝗺 consolidation continued as ownership of a Texas rare earth deposit was simplified. More importantly, these deals reveal deeper structural shifts across the rare earth supply chain. ⬇️ Full REEx Insight briefing available to subscribers: 🔗 lnkd.in/ez67UBAR @ASXLindian @USARareEarth @realloys #RareEarths #CriticalMinerals #SupplyChain #EnergySecurity #Mining #Magnets #IndustrialPolicy

𝗙𝗿𝗲𝗲 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗖𝗮𝗻'𝘁 𝗕𝗲𝗮𝘁 𝗖𝗵𝗶𝗻𝗮 𝗼𝗻 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀 @ManhattanInst @Shawn_Regan say we can win through market forces, not industrial policy 𝗕𝘂𝘁 𝗵𝗲𝗿𝗲'𝘀 𝘁𝗵𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺: What private investor funds a $𝟭𝗕+ chemical plant when China can crash prices overnight? 𝗧𝗵𝗲 𝗯𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸 𝗶𝘀 𝗺𝗶𝗱𝘀𝘁𝗿𝗲𝗮𝗺 𝗰𝗵𝗲𝗺𝗶𝘀𝘁𝗿𝘆 Read our full response: rareearthexchanges.com/news/without-s… #RareEarths #China #CriticalMinerals

🎙️ 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗘𝘅𝗰𝗵𝗮𝗻𝗴𝗲𝘀 – 𝗦𝟮𝗘𝟱𝟴 We're joined by Melissa Sanderson, Director at @ARRLimited , to discuss 𝗖𝗵𝗶𝗻𝗮'𝘀 𝟮𝟱-𝘆𝗲𝗮𝗿 𝗵𝗲𝗮𝗱 𝘀𝘁𝗮𝗿𝘁 𝗮𝗻𝗱 𝘄𝗵𝘆 𝘁𝗵𝗲 𝗪𝗲𝘀𝘁 𝗻𝗲𝗲𝗱𝘀 𝗼𝘃𝗲𝗿 $𝟭 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 𝘁𝗼 𝗿𝗲𝗯𝘂𝗶𝗹𝗱 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻𝘀. 🔗rareearthexchanges.com/podcast/s2-e58/ #RareEarths #CriticalMinerals #NationalSecurity #SupplyChain #Wyoming

You've been asking 𝘄𝗵𝗮𝘁'𝘀 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮'𝘀 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗺𝗮𝗿𝗸𝗲𝘁. Here's February 2026 Magnet metals leading the charge. Demand from EVs, wind turbines, and defense systems stays strong. Full February data: rareearthexchanges.com/news/china-rar… #RareEarths #CriticalMinerals #China #Markets #EVs #Defense

Heading to 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗠𝗶𝗻𝗲𝗿𝗮𝗹𝘀 𝗡𝗼𝗿𝘁𝗵 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 𝟮𝟬𝟮𝟲 in NYC this April? 300+ #investors , miners, policymakers, and processors converging on one topic: 𝗕𝗿𝗲𝗮𝗸𝗶𝗻𝗴 𝗖𝗵𝗶𝗻𝗮'𝘀 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻 𝗴𝗿𝗶𝗽. rareearthexchanges.com/news/critical-… #CriticalMinerals #RareEarths #SupplyChain #Networking #NYC

@NATO published its 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 list:   1. #Cobalt   2. #RareEarths   3. #tungsten   4. #Gallium   5. #Germanium Headlines say "𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗰𝗼𝗯𝗮𝗹𝘁, 𝘆𝗼𝘂𝗿 𝗮𝗶𝗿 𝗳𝗼𝗿𝗰𝗲 𝗰𝗲𝗮𝘀𝗲𝘀 𝘁𝗼 𝗳𝘂𝗻𝗰𝘁𝗶𝗼𝗻" Read the full breakdown: rareearthexchanges.com/news/no-cobalt… #CriticalMinerals #RareEarths #SupplyChain #Defense #NATO #Geopolitics #Manufacturing

@wmsrobj @CoTecCorp @MkangoResources Great point! @CoTecCorp @MkangoResources — are you currently selling ex-China magnets?

@RE_Exchanges @CoTecCorp @MkangoResources have part of the solution, lowest cost recycling of the magnets already mined and ready to be redeployed. Easy to scale and more importantly...proven!

𝟳𝟴% of U.S. weapons programs depend on 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗺𝗮𝗴𝗻𝗲𝘁𝘀. Starting 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟳, U.S. defense contractors are 𝗯𝗮𝗻𝗻𝗲𝗱 from sourcing magnets from China, Russia, Iran, or North Korea. China produces 𝟯𝟬𝟬,𝟬𝟬𝟬 tons annually. U.S. capacity? Only a few thousand. 𝗖𝗮𝗻 𝘁𝗵𝗲 𝗨.𝗦. 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝗺𝗮𝗴𝗻𝗲𝘁 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 𝗯𝘆 𝟮𝟬𝟮𝟳? 🔗rareearthexchanges.com/rare-earth-ele… #RareEarths #NationalSecurity #Defense #SupplyChain #CriticalMinerals