A weekly synthesis of supply chain developments, pricing signals, policy shifts and corporate strategy across the global rare earths sector. Written for professionals who make decisions.
Start your subscriptionPublished every Monday. Cancel anytime.
Enterprise rare earths intelligence costs tens of thousands per year. Free content gives you headlines without analysis. We sit in the space between: professional-grade synthesis at a fraction of the institutional price.
The single most important development of the week, contextualised and explained. If you read nothing else, read this.
Curated developments across the full chain: mining, processing, separation, magnets, recycling. What moved and why it matters.
Rare earth price movements with interpretation. Not just what moved, but why, whether it persists, and who is affected.
Chinese export controls, Western reshoring, allied trade diplomacy, regulatory developments. Signal distinguished from noise.
An 800–1,200 word analytical piece on a single topic. The kind of insight that justifies the subscription on its own.
Forward-looking: upcoming hearings, expected announcements, company milestones, regulatory deadlines. Know what’s coming.
Download a complete sample issue — the full briefing, exactly as subscribers receive it every Monday morning.
The United States faces an acute strategic vulnerability with only two months of rare earth supplies remaining — a revelation that exposes the gap between years of diversification rhetoric and the reality of continued Chinese dependence. Beijing controls roughly 85% of global refining capacity, and at current inventory levels, any disruption to Chinese supply could directly constrain American military operations and industrial output within weeks rather than months.
Rare Earths Briefing, Issue 1, March 2026
Procurement managers negotiating supply contracts for NdFeB magnets, motors, and components containing rare earth materials
Investment analysts covering mining equities, clean energy, defence, or critical minerals funds
Policy advisors working on critical minerals strategy, trade policy, or national security supply chains
Defence supply chain consultants advising on critical mineral resilience and procurement risk
Clean energy project developers assessing supply risk for wind turbines, EV motors, and battery systems
Mining and processing executives who need the broader market context beyond their own operations
Free Weekly Summary
Every Monday, the week’s most important rare earths development in 200 words. Free, no commitment.
No spam. Unsubscribe anytime. Your email is never shared.
or £1,490/year (save £298)
or £4,950/year (save £990)
We monitor government agencies, company filings, industry news, pricing data, think tanks and parliamentary records across 12 countries. Every item scored for relevance before it reaches the briefing.
Anyone can read the headlines. Our value is in connecting developments across the supply chain, distinguishing signal from noise, and telling you what it means for your decisions.
Measured, analytical, precise. We distinguish between policy announcements and actual implementation. Between diplomatic signals and binding commitments. Between market noise and structural shifts.