Energy Fuels posts $29.2M Q3 revenue but a $52.4M net loss as its mine-to-magnet strategy advances. REEx maintains Hold amid key execution risks.

University of Georgia's BioLixa model shows microbes can recover rare earths from industrial waste, but alkaline chemistry severely limits real-world viability.

Yunnan Germanium signs a $194.4M InP substrate deal with Applied Optoelectronics, but Chinese export controls hold the regulatory switch on delivery.

China hosted Saudi and Iranian security officials amid Middle East tensions, with rare earth supply chains and energy costs hanging in the balance.

REalloys signs a 75-year lease term sheet at Tooele Army Depot, but SRC separation, metallization, and financing risks remain unresolved for investors.

Solvay secures 70% of Colossus project rare earth output in a deal with Viridis Mining through 2034, targeting NdPr, Dy, and Tb for its La Rochelle facility.

China's Baotou Research Institute advances rare earth hydrogen storage alloys, with implications for Western supply chains and new energy markets.

China debuts a rare earth electrochemistry session with 45 presentations, signaling a push to turn lanthanum abundance into solid-state battery dominance.

China's CREIA is setting 2027 rare earth testing standards that could reshape global market access and challenge Western producers' competitiveness.

Democrats win Congress in 2026, reshaping U.S. critical minerals strategy. Will bipartisan cooperation challenge China's supply-chain dominance?

Rare earth mining companies worldwide compared: who mines, who separates oxides and who is still raising money. Lynas, MP, Iluka, China Northern and more.

China and the EU agreed on 16 trade measures including rare earth export licensing, but Europe risks deeper supply dependence without new processing capacity.