InAsia Horizon ReviewbyEvan Liu·3d agoWhy Myanmar’s Rare Earths Matter to WashingtonThe United States is seeking to connect peace diplomacy in Myanmar with potential access to the country’s rare-earth resources, marking a…
Jeferson Cimonetti·Oct 19Why does China still refine over 90% of the world's rare earths?China mined about 69% of the supply in 2025, but refining is where its control sits.
Imran Valiani·Sep 18A Customer Asked Me for a “Fully Domestic” Motor. It Wasn’t.Rare earth magnets expose a supply chain problem far more specific than “China controls everything” — and the real bottleneck sits past…
Dipf·Sep 15Chapter 4 — The Limits of EarthWe were taught that Earth is a perfect sphere. But NASA’s latest images show otherwise — the planet is not a flawless ball, but an oblate…
Sukant Khurana·Sep 1Will it or will it not succeed: possible paths for India’s Rare Earth Elements’ StoryIndia’s potential in rare earth elements (REEs), uranium, and thorium is immense, yet it remains severely under-explored and…
InInsiderFinance WirebyJohn Galt·Jul 26ASM And VAC: The Missing Pieces In The Western Magnet ChainASM has the rare-earth alloy bridge. VAC has the magnet customers. Energy Fuels is trying to connect them — but the chain still has to…
Jaswanth Katukuri·Jul 24How Vimag Labs Could Strengthen India’s Position With Rare-Earth-Free MotorsFor years, the global electric vehicle industry has quietly depended on one supply chain: rare-earth magnets. These materials are scarce…
InInsiderFinance WirebyJohn Galt·Jul 14Energy Fuels Is No Longer Just A Uranium StockVAC gives Energy Fuels real magnet customers and manufacturing history, but the deal only works if dilution turns into cash flow per share.
InPiva Capital: InsightsbyRicardo Angel·Jul 10America’s Manufacturing Wake-Up CallAmerica still makes $7 trillion in goods a year. Is that enough?
InInvestor’s HandbookbyJohn Galt·Jul 3Energy Fuels Enters The Rare-Earth ClubWashington’s $725 million commitment validates White Mesa. It does not yet prove the rare-earth business will pay common shareholders.
