rare earth magnets
Inside China’s Rare Earth Monopoly and Canada’s Junior Mining Response
China refines roughly 90 percent of the world’s rare earth elements and produces close to 95 percent of the permanent magnets that depend on them. That single fact drives every defense procurement conversation in Washington, every automaker’s supply chain audit, and a growing share of capital allocation across junior mining exchanges. The rare earth trade…
Trump in Beijing: China’s Rare Earth Squeeze Is Already Working
Trump landed in Beijing this morning. Thirty-six hours. Xi Jinping across the table. Rare earths on the agenda alongside AI chips, Taiwan, and a war that has closed the Strait of Hormuz. The rare earths are the reason he went. Germany has received zero dysprosium from China since April 2025. Japan received four percent of…
