China controls 55% of U.S. antimony imports while America's net import reliance hits 91%. REEx maps the ex-China pipeline and defense-grade supply gaps.

REEx explains why fragmented Western thinking on rare earths fails and introduces three frameworks to understand China's integrated supply-chain dominance.

McKinsey projects $62 billion in rare earth investment needs by 2035, yet China holds 90% refining dominance. REEx explains why mining alone won't close ...

REEx challenges Wall Street to value entire rare earth supply chains, not just mines, ranking MP Materials and Lynas as top picks while flagging USA Rare ...

China Minmetals advances a $900M Khoemacau copper mine expansion in Botswana, targeting 130,000 tonnes annually by 2028 amid deepening strategic ties.

European researchers recover 92.5% of rare earths from used magnets using electrochemical and grain-recovery methods, offering Europe a path to reduce ...

China is integrating patents, standards, and export controls to lock in rare earth dominance. Here's what 2026 patent records reveal for investors and ...

China Minmetals met with CZBANK to explore supply-chain finance, bonds, and cross-border banking—but no loan or rare earth deal was announced.

LS Cable & System commits $262M to a Korean rare earth magnet plant targeting 1,000 tonnes by 2028, linking Australian, Vietnamese, and Korean supply chains.

Anthropic's IPO S-1 reveals AI's hidden supply chain risk: advanced chips depend on critical minerals dominated by China and a handful of allied nations.

REEx modeling shows the US may not reach 50% rare earth supply-chain resilience until 2042–2045. Here's why money alone won't fix America's industrial crisis.

China's Tianjin Xilian begins construction of an 80,000-tonne NdFeB scrap recycling complex targeting RMB9 billion in annual output and 600 jobs.