𝗡𝗲𝘄 𝗘𝗽𝗶𝘀𝗼𝗱𝗲 - 𝗦𝟭 𝗘𝟰𝟲 We sat down with Nick Myers, CEO of @PhoenixTailings , to talk about how his team is building clean, zero-waste rare earth processing in the U.S. and why oxide-to-metal conversion is the key bottleneck the West must solve. A quick, powerful

𝗦𝗼𝘂𝘁𝗵 𝗞𝗼𝗿𝗲𝗮 𝗵𝗮𝗱 𝟭𝟱 𝘆𝗲𝗮𝗿𝘀 𝘁𝗼 𝗱𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆 𝗳𝗿𝗼𝗺 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵𝘀. 𝗜𝘁 𝗱𝗶𝗱𝗻’𝘁. New reporting shows Korea is still ~𝟴𝟬% 𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁 𝗼𝗻 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗶𝗺𝗽𝗼𝗿𝘁𝘀 The same level as

𝗞𝗮𝘇𝗮𝗸𝗵𝘀𝘁𝗮𝗻 is ready. 𝗘𝘂𝗿𝗼𝗽𝗲 is… still thinking. 𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝗮𝘁’𝘀 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴: • Kazakhstan wants a deeper partnership with Europe on #lithium, #nickel, #copper, and #RareEarths earths. • Europe brings tech. Kazakhstan brings resources and

Tronox received up to $𝟲𝟬𝟬𝗠 𝗶n conditional support from Export Finance Australia + U.S. EXIM. Not financing. Not guaranteed. 𝗕𝘂𝘁 𝗮 𝘃𝗲𝗿𝘆 𝗿𝗲𝗮𝗹 𝘀𝗶𝗴𝗻𝗮𝗹:   • The U.S. and Australia want new players in rare earths.   • They’re expanding beyond 𝗟𝘆𝗻𝗮𝘀,

𝗚𝗲𝗿𝗺𝗮𝗻𝘆 𝗦𝗵𝘂𝘁 𝗢𝘂𝘁 𝗼𝗳 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗟𝗶𝗰𝗲𝗻𝘀𝗲𝘀 𝟭. 𝗖𝗵𝗶𝗻𝗮 𝗱𝗶𝗱𝗻’𝘁 𝗴𝗶𝘃𝗲 𝗚𝗲𝗿𝗺𝗮𝗻𝘆 𝗮𝗻𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗲𝘅𝗽𝗼𝗿𝘁 𝗹𝗶𝗰𝗲𝗻𝘀𝗲𝘀. China released its first batch of year-long export permits, but Germany wasn’t

𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗗𝗲𝗮𝗹𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸 (𝗗𝗲𝗰 𝟭–𝟱, 𝟮𝟬𝟮𝟱) Fresh funding, new partnerships, and major moves to strengthen Western critical mineral supply chains heading into 2026. 🔗 https://t.co/6zti4n6cI1 #RareEarths #CriticalMinerals #SupplyChain #Mining

𝗠𝗮𝗹𝗮𝘆𝘀𝗶𝗮 𝗝𝘂𝘀𝘁 𝗠𝗮𝗱𝗲 𝗮 𝗣𝗼𝘄𝗲𝗿 𝗠𝗼𝘃𝗲 𝗶𝗻 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀 Southern Alliance Mining is becoming a major #rareearth player in #Malaysia • UM + UKM visited its REE site • Revenue up 20% • Strong cash + low debt • 40% stake in MCRE Resources Malaysia

A new review from researchers at the Central Institute of Technology Kokrajhar (India) breaks down why 𝗠𝗻𝗕𝗶 𝗺𝗮𝗴𝗻𝗲𝘁𝘀 are one of the most promising 𝗿𝗮𝗿𝗲-𝗲𝗮𝗿𝘁𝗵-𝗳𝗿𝗲𝗲 options on the market. 🔗 https://t.co/LTQcUNLC2V #rareearths #magnets #criticalminerals

𝗕𝗿𝗮𝘇𝗶𝗹’𝘀 𝗦𝗲𝗿𝗿𝗮 𝗩𝗲𝗿𝗱𝗲 is ending its Chinese offtake deals in 𝟮𝟬𝟮𝟲. This opens up one of the only major sources of #dysprosium (Dy) and #terbium (Tb) outside China This could become one of the first real 𝗻𝗼𝗻-𝗖𝗵𝗶𝗻𝗮 𝗵𝗲𝗮𝘃𝘆 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵

🎙️ S1 · Ep #45 𝗖𝗹𝗲𝗮𝗻 𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝗥𝗲𝗰𝘆𝗰𝗹𝗶𝗻𝗴 𝗮𝘁 𝗚𝗹𝗼𝗯𝗮𝗹 𝗦𝗰𝗮𝗹𝗲 We’re joined by Nishchay Chadha, Founder & CEO of Ace Green Recycling, on the Rare Earth Exchanges Podcast. Nishchay breaks down how non-smelting, room-temperature battery recycling

𝗔 𝗺𝗮𝗷𝗼𝗿 𝘀𝗵𝗶𝗳𝘁 𝗶𝘀 𝘂𝗻𝗱𝗲𝗿𝘄𝗮𝘆 𝗶𝗻 𝗨.𝗦. 𝗱𝗲𝗳𝗲𝗻𝘀𝗲. By 𝟮𝟬𝟮𝟳, no Chinese-origin rare earths can be used anywhere in U.S. military systems. Not #magnets. Not #metals. Nothing. $700M+ is already flowing into U.S. alternatives. This is real supply-chain

Researchers at the @ucdavis just won $𝟯𝗠 from @ARPAE to do something radical: use 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗲𝗱 𝗺𝗶𝗰𝗿𝗼𝗯𝗲𝘀 to pull rare earths out of acidic wastewater. Led by Yi Wang, the team is designing microbes that work in harsh conditions 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗺𝗮𝘁𝘁𝗲𝗿𝘀:

𝗘𝘂𝗿𝗼𝗽𝗲 𝗶𝘀 𝗰𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗰𝗼𝘂𝗿𝘀𝗲. The #EuropeanUnion just rolled out an economic security strategy after relying on China for up to 98% of rare earths. 𝗡𝗲𝘅𝘁 𝘀𝘁𝗲𝗽𝘀: • Supplier diversification • Investment screening • Support for refining & magnets

Rare earths are changing cancer care Lutetium-177 lets doctors see tumors + destroy leftover cancer cells at the same time. ✅ 84% drop in tumor recurrence ✅ Supply recovering after 2023–24 shortages ✅ Europe leading production (IRE Belgium, Curium) 🔗 https://t.co/D7BEV4rqCr

#Vietnam made a major move in the 𝗴𝗹𝗼𝗯𝗮𝗹 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗿𝗮𝗰𝗲. The National Assembly of Vietnam is introducing a dedicated legal framework to control how rare earths are 𝗲𝘅𝗽𝗹𝗼𝗿𝗲𝗱, 𝗺𝗶𝗻𝗲𝗱, and 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝗱. Vietnam holds major deposits in Lai

D𝗲𝗮𝗹𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸 | 𝗡𝗼𝘃 𝟮𝟰–𝟮𝟴, 𝟮𝟬𝟮𝟱 𝗔𝗻𝗼𝘁𝗵𝗲𝗿 𝗽𝗮𝗰𝗸𝗲𝗱 𝘄𝗲𝗲𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗺𝗮𝗿𝗸𝗲𝘁 Swipe through for this week’s key deals and power plays shaping the future of rare earths. 🔗 https://t.co/xtgjnvwCbi #RareEarths

𝗔𝗺𝗲𝗿𝗶𝗰𝗮’𝘀 𝗖𝗼𝗮𝗹 𝗔𝘀𝗵 𝗠𝗮𝘆 𝗛𝗼𝗹𝗱 𝗮 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 A new study from researchers at @UTAustin estimates that U.S. coal ash could contain up to $165B in rare earth elements. 𝗞𝗲𝘆 𝗶𝘀𝘀𝘂𝗲: The U.S. may have the materials, but

Europe faces 𝗖𝗵𝗶𝗻𝗮’𝘀 𝗿𝗮𝗿𝗲 𝗲𝗮𝗿𝘁𝗵 𝗱𝗼𝗺𝗶𝗻𝗮𝗻𝗰𝗲, but with opposite bets. 𝗨𝗞: let markets fix it. 𝗘𝗨: build projects + stockpiles fast. 𝗥𝗲𝗮𝗹𝗶𝘁𝘆: refining takes time no one has. 𝗡𝗲𝗶𝘁𝗵𝗲𝗿 𝗲𝘀𝗰𝗮𝗽𝗲𝘀 𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 𝗯𝗲𝗳𝗼𝗿𝗲

China’s real leverage isn’t #drones or #chips. It’s rare earth magnets, especially #Dysprosium & #Terbium. 𝗧𝗵𝗲 𝗪𝗲𝘀𝘁 𝗰𝗮𝗻 𝗯𝘂𝗶𝗹𝗱 𝗱𝗿𝗼𝗻𝗲𝘀. It still can’t make these materials at scale. 𝗧𝗵𝗮𝘁’𝘀 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗴𝗮𝗽.

𝗕𝗶𝗴 𝘀𝗶𝗴𝗻𝗮𝗹 𝗶𝗻 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗺𝗶𝗻𝗲𝗿𝗮𝗹𝘀. US + private mining capital + Middle East money = $5B fund The shift matters: Less talk. More execution. Now comes the hard part. @DFCgov @Adq_Official 🔗 https://t.co/VCE7If4nlB #CriticalMinerals #RareEarths