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The Rare Earth Observer

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66 Issues: The Rare Earth Observer Index

May 29, 2020:
Pablum and BS, the US faltering, successful separations, bids, more bonds and a new CEO

June 3, 2020:
DoD Phase 1 up in smoke; Regulator Questions; Rising Share Prices; Another Senkaku Incident looming?;Escalated Trade Frictions; Concentrate from Tailings; Neodymium for ArtificiaI Intelligence;

June 5, 2020:
Offtakes; Dilution for Action; Board Arrivals/Departures; Misunderstandings; Rare Earths in Mushrooms; Long Term Price Trends;

June 9, 2020:
Board Shakeups; Ratings; Experts at Work; Mole-bots; Seabed Mining; A Greener Future;

June 11, 2020:
Strategic failures; Trade War Australia-China?; A messy US-China divorce; View from China; US Dependence: Japan is the Key; Rare Earth Nanobrushes;

June 12, 2020:
REO Prices Rise; Broken Hill a Broken Dream?; Round Top with edges; GMA Patent; Fundraise & Debt Restructure; Uganda Ionic Clay;

June 16, 2020:
Bloated PFS; Another CEO resigns; Government Funding; Zoom with Zimtu; Market Assessment from Japan; Message from China;

June 19, 2020:
Mind Your La-Ce; China Northern seeks external sources; North Korea's Rare Earths; NTU in trouble; RE Infidelity?;

June 23, 2020:
NKorea RE Myth; It is official from WTO: China not a market-economy; Views from Argus and Roskill; SeekingAlpha chips in; RE in Norway;

June 26, 2020:
RE still on China Negative List; EU out of patience; India RE Demand Growth; Ionic Challenge; Rare Earth Assassination Case

June 30, 2020:
Malawi RE Lawsuits; Loss by TREO; Native Title; Disruptive Recycling; RE in Steel; China's all-out RE Application Research; RE & Minor Metals Events

July 4, 2020:
Million Dollar China-bashing advice; Radiating Bananas & Nuts; Cold, Hard Numbers;

July 7, 2020:
The Nuclear Option; China Regulator Questions IPO; "Made in China 2025" Comeback; PetroChina Rare Earth Catalyst Production Starts; Pensana Debut in London

July 10, 2020:
Stock Price Rally in China; Greener Grass; Smuggled monazite; EV shake-out; Washington turning in circles;

July 15, 2020:
Minmetals Quirky Numbers; Sc Oversupply Looms; Battery Failure; RE-Automation; The Usual Suspects

July 18, 2020:
The Quota Enigma; Plan-Fulfilment; Embargo Obsession; GMA Go US; MP Go Public; Minmetals Go Stellar; Lynas Taking Heat; Bye Alkane - Hello ASM;

July 21, 2020:
MP Deal Details; Pensana's Scoop; Lynas Pressured; Altona Stick to Mulanje Massif; Shin-Etsu Exit China; BMW Exit RE;

July 24, 2020:
RE FUBAR? Here's The Cure; Pentagon RE-marries Lynas-Blue & MP; Apple RE-Use RE; NATO Funds Nano-Cerium; ARU's Hurdle Race; Lynas Output -50%; Pensana Blitz; Vital Sign of Life;

July 29, 2020:
RE Politics; Skewed Stats; Lynas Prenup with DoD sealed; Clockwork ARU; Many Cooks;

August 3, 2020:
Battle Of Hastings; Ionic Drill; ASM IPO; PRC's Military Comments on RE; Hard Numbers

August 4, 2020:
Rare Earths Price Development

August 9, 2020:
MDL & Talaxis Engage; Lockheed Martin China Exposure; McKinsey EV Disappointment; Hudson Finance Restructure; Guillaume Pitron's Ideas;

August 11, 2020:
Plan Fulfilment Reigns Supreme; China's Very Own Dependencies; Force-Feeding With Yuan; Controversy, Lobbyism & Other Spins; China Northern H1 Sales Up

August 14, 2020:
Myanmar RE Mining Deemed Illegal; The Russians Are Coming; CNBC Feature Geomega; JARE Give Lynas A Break;

August 19, 2020:
Flooding: China's Shenghe declare Force Majeure; Lynas Capital Raise; More On Decline of China RE Exports; RE Lobbyism Beats Common Sense; Scoop! Adamas Research Strikes Again;

August 20, 2020:
EXTRA: Shenghe Resources Factory Flooding

August 26, 2020:
EU Overtakes ROW In RE; NdPr Price Swings; China Denials; Malaysia Continues Bickering;

August 28, 2020:
China Shows Its RE Colours; The Cuttoff Story; Capital Raises; Carbon Neutrality; Sm More Magnetic Than Nd; ASM Start Sub-Zero; Northern Minerals Thrown Lifeline;

September 2, 2020:
China Off-The-Books Output; China RE Concentrate Import Booms; A Closer Look at NTU; Cheap Sm May Kill Expensive NdPr; Artificial Intelligence May Kill RE Altogether; RE Prices

September 5, 2020:
10th Anniversary; Bold EU Plan; Papers & Disconnects; RE Stock Performance Jan-Aug 2020

September 9, 2020:
Politics Trump Economics; New China Trade Secrets Protection; Flashback; More Love From Russia; Zimtu Zoom Again; Re-invented Wheels;

September 11, 2020:
Futility Of Boycott; Skewed RE Cost Accounting; More Details On Afrikanda; Polymetal Shares Surge; Siberia's Mining Enigma; Call For RE Restraint From China; Mysterious RE Activities In Malaysia

September 21, 2020:
Resource Slavery; China Information Translators; Off-Takes; RE M&A; The Man In The Know;

September 27, 2020:
Giant SOE Keeps Polluting while China's Leader Makes Lofty Green Promise at UN; Mysterious Increase of China's RE Reserves; Shenghe's Monazite Gamble; Masked Challenges

October 2, 2020:
Reenova Apply Mining License; Another RE Alarm; Another RE Executive Order; Another Stiff Celebration; Bitter Patent Fight; Small RE Companies Get Funding;

October 11, 2020:
The Crisis That Isn't; China Green List; Commanding Heights; AREC's Fabulous RE Deposits;

October 13, 2020:
Japan Hands Magnet Patents To China; China Northern: The Pot Calling The Kettle Black; RE Pollution In China Continues; RE Prices; RE Stock Performance 1-9 2020;

October 20, 2020:
No Forest, Just Lots of Trees; Angola's Swamp; China RE Exports Continue Decline; The New Law Hype: China's Decades Old RE Export Prohibitions & Restrictions; Pakistan Enters RE Arena;

October 31, 2020:
China's Internal RE War; Nidec Goes for E-Motor Domination; FT In Disinformation Trap;

November 9, 2020:
China RE Results Q1-Q3; RE Prices Rise Strongly; Alternative Magnets;

November 12, 2020:
China Monthly RE Exports; China EV Sales Double YOY; Window of Opportunity for Jr RE Miners Opens Wide;

November 20, 2020:
MP's Rocky IPO; Update: RE Prices GO BALLISTIC; Sustainable RE, R U Kidding?; First Victim of China's RE Restrictions

November 27, 2020:
RE Prices Continue Skyrocketing; RE Seabed Miner To List; EU: RE Activism Devoid Of Results; Fraud Alert: The Rare Earth Vault Is Back!

December 1, 2020:
RE Prices: Contraction of Upstream Supply; Peak Play Foul; A Look at Rainbow;

December 8, 2020:
LREE Prices are holding on a high level; HREE prices keep shooting up; Banks Scramble For Anything RE to Hold On To; Heavenly Hastings; Malaysia's Clandestine RE Activities; The Next RE Producer;

December 11, 2020:
NdPr Price Drops; China RE Exports Continue Recovery; RE Stocks Doing Well, Magnet Stocks don't;

December 15, 2020:
RE Prices Deflate a bit; China Rare Earth Holdings; Hints On "14-5"; China Nonferrous Shady Deal;

December 19, 2020:
RE Prices No Clear Direction; State Reserve Bureau At Work; China Complaints; ISO Standards For RE; India Dysprosium

December 24, 2020:
High Rare Earth Prices Stable; RareX & Canada Rare Earth; Vital & REEtec; Lynas Grilled In OZ; Rajastan Monazite; Pensana Explore For What?

December 31, 2020:
Year End RE Prices; Outlook 2021; Happy New Year!

January 7, 2021:
RE Off China's Negative List; China Digitises RE Industry; Indonesia's Monazite; RE Stock Performance 2020; Top 20 RE Deposits; Potential Production Starts 2021;

January 10, 2021:
SPECIAL: US-China Relations: Past, Present and Future

January 15, 2021
NdPr Near 'Glass Ceiling' of $70/kg Ex Works; China RE Exports 2020 Down 23% YoY; Trade Manipulation; Resource Estimates; RE Recycler Walks The Talk;

January 16, 2021
EXTRA: MIIT Publishes New Draft For Management Of China's Rare Earth Industry

January 20, 2021
Shenghe Focus On Dominating China RE Imports; Costly Radiation; REO World Market Size Rises to US$ 7.5 Billion; RE Prices Keep Rising;

January 28, 2021
NdPr Prices: Kingsnorth-Line Holds For Now; Demand Growth Outpaces Supply, Replacement To Kick-In; China Fake Certifications; Toxic Secrets; Federal Funding; Greenland Mining License For Orano

February 4, 2021
US RE Compounds Import Down 46%; Pre-Holiday Prices Stable; Recycling Of RE Gets Big; RE Scare Mongering; The Magic One-Fits-All Process;

February 10, 2021
EXTRA: RareX And Shenghe Resources (A Non-S.O.E.?)

February 19, 2021
China RE Quota Up 20%; Update On RareX-Shenghe; Post-Spring Festival Rare Earth Prices Keep Climbing; US Dependence On China RE At Least 85%; Interdependencies And Flawed Concepts

February 26, 2021
Global Times Backpedal On Financial Times Rare Earth Boycott Hoax; REO Prices Head For Outer Space; REIA Webinar; China's Foreign M&A Targets;

March 5, 2021
China Minister Wants Rare Earth Reconciliation - US Still Seek Divorce, But Want Custody; RE Nuke Waste Trap; RE Prices Continue Stellar Voyage

March 14, 2021
Follow-up On MIIT Suggestion; Management Changes; Details On Baosteel 29% Concentrate Price Increase; Rare Earth Sandwich; Half-Size Electric Motors

March 19, 2021
Why Do KKR/Apollo/Carlysle/Bain Bid For Hitachi?; BYD Magnet Patent Published; Disastruous China-US Meeting; Vote Of Confidence For Ionic; Pensana Create Quantum Man;

March 28, 2021
Myanmar Exports Slow As People Are Shot - Massive Rare Earth Shortage Looms; Baotou's Resources; JL Mag's Numbers; Rainbow Put Stakes Up High; Queensland's New Economy Minerals

April 1, 2021
MP Lose Money in 2020: What happened?; Japan's 2020 RE Consumption; RE Prices Weaken Across The Board; Myanmar Fights Near Rare Earth Mines;

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