REE SCRAMBLE: Geopolitics, Technological Bottlenecks, and Supplies Sovereignty
The global landscape for Rare Earth Elements (REEs) has fractured into a high-stakes arena of resource nationalism and frantic industrial
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rare earths and critical metals
REE mining and usage is geopolitical and technological struggle
The global race to secure rare earth elements (REEs) has escalated into a defining geopolitical and technological struggle in 2026.
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NioCorp Developments to supply Lockheed Martin with 15 tons of scandium
NioCorp Developments is preparing to supply Lockheed Martin with 15 metric tons of scandium annually under a preliminary agreement, as
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West moves to alter China rare earth reliance to below 60% by 2030
The G7 has decided to reduce reliance on any single supplier of rare earths and permanent magnets to below 60%
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Europe’s first gallium production facility
The European Investment Bank (EIB) has backed Europe’s first gallium production with an investment of $90 million. The financing will go to METLEN
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Trump’s strategy to break China’s rare earth leverage
The Trump administraction’s strategy to break China’s rare earth leverage rests on five core pillars: This is no longer a laissez-faire approach
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Demand outlook rare earth: the wall of magnets
Multiple independent forecasters see magnet rare earth demand rising steeply into the 2030s: The challenge for the US isn’t just
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Why rare earths are so important?
Rare earth elements are made up of seventeen metals, including neodymium, praseodymium, terbium, and dysprosium. They are essential in manufacturing permanent
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The EU shifts its focus from Russia to China for rare earth metals
Recently, China has solidified its position as the EU’s primary supplier of rare earth elements, while Russia has lost its
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Kazatomprom to develop its own deposit of rare metals
Kazakhstan’s Kazatomprom, the world’s largest uranium producer, has announced that its subsidiary Ulba Metallurgical Plant has received a license for
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Technology metals to outperform other commodities
Smartphones, wind turbines, and electric cars are becoming standard features of modern life and are closely linked to a low-carbon,
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