Intelligence
Insights & Analysis
Independent research on critical minerals, rare earths, geopolitical risk, and the changing shape of the mine-to-magnet supply chain.
PolicyPRO
Rare Earth Market Bifurcation: The Compliance Premium is Splitting the Market in Two
A widening price gap between Western-compliant and Chinese-origin rare earth oxides is creating an emerging dual-track market structure for NdPr and heavy REE oxides.
15 Jul 2026
Supply ChainPRO
The Heavy REE Bottleneck: Why Western Independence Runs Through Dysprosium and Terbium
China controls roughly 91% of heavy rare earth processing, and no meaningful Western substitute exists before 2028. The Dy/Tb bottleneck is the true strategic chokepoint.
30 Jun 2026
IndiaFree
India’s Critical Minerals Push: 30 Minerals, 8th Auction Tranche, and the KABIL Playbook
From the 30-mineral criticality list to the 20-block eighth auction tranche and KABIL’s overseas lithium moves, India is building a state-led critical minerals strategy.
10 Jun 2026