Earth Rarest: Invest In Rare & Strategic Metals
April was a very busy month for rare earth and critical minerals news. New OECD analysis showed how sharply export controls have risen over the past two decades, the US looked to Malaysia for heavy rare earth processing, China added to its control toolkit, Europe pushed ahead with supply chain responses, and producers lifted prices […]
Read more: Export Controls Keep Rising. Even Europe Is RespondingFor all the talk of new supply chains and strategic reshoring through March, China remains at the heart of the rare earth market. So that is where we begin: with China’s early export figures for 2026, before looking at how the fallout is already being felt in Japan and how the US is responding. Chinese […]
Read more: China: More Exports, Same Rare Earth ProblemAlongside the devastating human cost, the war in the middle east has once again shown how quickly conflict can spill into commodity markets. Oil and gold get the headlines, but the ripple effects go much wider. Gold slipped, strategic metals marched on When war broke out in the Middle East, most people expected the same […]
Read more: Gold Slipped, Strategic Metals Marched OnThe clearest sign yet that critical minerals have moved firmly into the geopolitical mainstream came at the start of February, when Donald Trump announced a new U.S. strategic stockpile backed by $12 billion. The plan, branded Project Vault, combines $10 billion in EXIM Bank funding with $2 billion of private capital. Its aim is simple […]
Read more: Trump launches $12 billion minerals stockpileSummarising 2025 performance for streatgic metals is pretty simple. Higher, and broadly so. Across the basket, prices rose between 19% and 118% per kg, with an average gain of 59%. Seven of the nine metals were up more than 40%. A little more interesting is perhaps the why. The standouts were hafnium, jumping 117.65% from […]
Read more: Strategic Metal Performance in 2025EarthRarest rare earth intelligence
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