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US government and Westinghouse strike $80bn nuclear reactor deal on.ft.com/4onfv3S

The recent flurry of minerals deal in the US is obviously encouraging but highlights the fact that China still retains significant leverage. thanks Foreign Policy Christina Lu for the chance to comment here. foreignpolicy.com/2025/10/31/tru…

This is good news but would be interesting to know exactly what the composition of the 60,000 t of material actually is.

The 2025 List adds 10 NEW minerals: • Copper • Uranium • Silver • Boron • Potash • Phosphate • Lead • Rhenium • Silicon • Metallurgical coal These additions reflect updated science, public input and interagency collaboration.

How China’s Rare Earth Chokehold Could Strangle Europe’s Military Buildup nytimes.com/2025/11/06/bus…

US backs Brazilian mine to help loosen China’s grip on rare earths ft.com/content/9e2585… via @ft

All things considered, 5 years at a *minimum* ft.com/content/1af222… via @ft

Didn't realize that China's exports were on this trajectory despite tariffs. nytimes.com/interactive/20…

Wait 'til Washington figures out that the issue goes way beyond a few rare earths... wsj.com/world/china/ch… via The Wall Street Journal

Tungsten is called "the armor plate of conflict" for a reason. foreignpolicy.com/2025/11/12/us-…

I was never terribly optimistic on this project getting into production in a reasonable timeframe, but mothballing is one was we *slowly* go from glut to deficit. miningweekly.com/article/rio-ti…

How depressing is this? Europe’s top processor of rare earths materials said Wednesday it had forged new partnerships to strengthen supply chains in the United States, deals that come as Europe lags in the race to break China’s chokehold on rare earths nytimes.com/2025/11/12/bus…

With a new rare-earths plant in Estonia, Europe is trying to secure a foothold in a supply chain dominated by China. But the factory won’t produce enough to break its dependence on Beijing. wsj.com/world/europe/a… via The Wall Street Journal

$MP We’re partnering with the U.S. Department of War to form a JV with Maaden to build a rare earth refinery in the Kingdom of Saudi Arabia. This is a major step toward rebalancing the supply chain in line with U.S. interests. – Takes MP’s world-class platform global – Will

For years, a rare-earth mining project in Africa promised to help free the West from its dependence on China. Some weeks back, it fell into Chinese hands. wsj.com/business/the-f… via The Wall Street Journal

Export-Import Bank to spend $100bn to achieve US energy dominance ft.com/content/056717… via @ft

An Auto Holy Grail: Motors That Don’t Rely on Chinese Rare Earths nytimes.com/2025/11/24/bus…

Mined in Australia. Refined in the US. Economics here will be interesting to pick apart...... ft.com/content/3a9e3c… via @ft

The company raised $350M at a $6B valuation just last month. financialpost.com/pmn/business-p…

Pleased to be headed to Las Vegas next week to discuss industrial policy as a weapon and what this does and doesn't mean for raw materials. Reach out if you're in town and we can connect. Cambridge EnerTech