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This Week in Rare Earths

May 29, 2026

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5 min read

The Two US Magnet Companies Are Now Suing Each Other

May 27, 2026

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4 min read

The Quad Just Became a Buyers' Club

May 25, 2026

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4 min read

Japan Hasn't Imported Terbium Since December

The Pentagon's Rare Earth Magnet Ban Is 211 Days Away

Jun 3, 2026

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5 min read

The Pentagon's Rare Earth Magnet Ban Is 211 Days Away

On January 1, 2027, Chinese magnets get banned from US weapons systems. The US makes 0.3% of the world's NdFeB magnets. Plus: USA Rare Earth's third plant in five months.

USA Rare Earth Got Sued on Friday. On Monday They Were in Paris With a Check

Jun 1, 2026

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4 min read

USA Rare Earth Got Sued on Friday. On Monday They Were in Paris With a Check

The €175M France expansion lands the same week MP Materials filed for magnet IP theft. Plus Japan mining rare earth mud from six kilometers under the Pacific.

The Two US Magnet Companies Are Now Suing Each Other

May 29, 2026

•

5 min read

The Two US Magnet Companies Are Now Suing Each Other

China makes 94% of NdFeB magnets. America makes 0.3%. And the 0.3% just landed in Texas state court.

The Quad Just Became a Buyers' Club

May 27, 2026

•

4 min read

The Quad Just Became a Buyers' Club

Four countries, $20 billion, one shared problem: China refines 90% of the rare earths the modern economy runs on.

May 23, 2026

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5 min read

The One Word China Used After the Summit Changes Everything

May 22, 2026

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5 min read

The Pentagon’s Drone Plan Has One Massive Problem

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