May 29, 2026
•
5 min read
May 27, 2026
4 min read
May 25, 2026
Jun 3, 2026
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.
Jun 1, 2026
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.
China makes 94% of NdFeB magnets. America makes 0.3%. And the 0.3% just landed in Texas state court.
Four countries, $20 billion, one shared problem: China refines 90% of the rare earths the modern economy runs on.
May 23, 2026
May 22, 2026