What you always wanted to know about rare earth and never dared asking.

More than 100 rare earth deposits in different stages of development all over the planet. 20 billion tons of mineable resource containing 120 million tons of rare earth oxides equivalent, good for 450 years of current world consumption.

Properly understand what “investment opportunities” junior rare earth miners really are, before you encounter "great learning opportunities".

All principal participants in the rare earth space read The Rare Earth Observer.

We lay no claim to political correctness. We and our contributors may or may not have business dealings with or hold shares in the companies discussed.
January 17, 2023 (#111)

PRC again plays the RE card on Japan; Myanmar border opens; The Swedish spin & other hilarious junior miner nonsense; Marx i/o market: Also EU consultants call for rare earth communism;

January 2, 2023 (#110)

2022 blood letting; Same-old embargo fears; Japan to mine seabed; Kazakhstan seek EU coop in RE; Baowu absorb Sinosteel; NMI's Lofdal PEA; Auxico's trade with CREC; RE price year-end rally

December 19, 2022 (#109)

PRC RE magnet export value jumps 25% yoy; PRC EV makers order ships for boosting exports; Price-standoff; Quest for NdFeB substitutes; EU statistics tortured; Billionaires plough into RE;

December 2, 2022 (#108)
Xi's foe Jiang dies; Iceberg rams AREC; China RE Group sign with Hunan govt; OZ govt pondering keeping China out; Mongolia and Japan agree RE coop; Wyoming invest in REEMF; Neo overstreches?;

November 14, 2022 (#107)
Breakthrough in IAC?; ASM's risk-debacle; Torngat's logistics; Arafura sign Hyundai; LKAB acquire REEtec majority; Harena (IonicRe?) pursue Reenova; FBI pursues Quadrant; Neo's share price plunges;

November 7, 2022 (#106)
Outages in China; Triumph & Terror; Kennedy strikes again; Breton's misrepresentation; A NdFeB super-nova?; Tantalus odyssey continues; Geomega report; Lynas tough quarter; Iluka team up with NTU;

October 25, 2022 (#105)
MOUs and off-takes; China: Zero-COVID continues, carbon-neutral doesn't; Sanctions; Minmetals rename; Malaysia's RE (again); Peak & Shenghe; Rainbow's PEA; Lynas, MP, Neo, Hastings and the lot;

October 3, 2022 (#104)
PRC RE-related output H1 2022 and Quota; The Also-Rans; F-35 production stopped for Chinese SmCo magnets; US/EU-Rare Earth Policy; MP's case; Shenghe investor call; Neo's poison pill;

September 11, 2022 (#103)
Divided States of America; China draught/power crisis hits RE and EV; Oaktree exit rare earth; Neo enter RE mining; Vital's pigs breakfast; Prices bounce back (perhaps);

August 12, 2022 (#102)
Do the US finally get it?; Myanmar: The Sacrifice Zone and who is next: Malaysia; China's RE exports H1 2022; Marvel eject; Lindian settle; Prices keep falling;

July 29, 2022 (#101)
PRC Minster of Industry sacked; China's RE Imports; Energy Fuels respond; Arul & GE get engaged; Turkey's RE hoax; GGG disappoint; Departure at ASM; GKN go NdFeB; Prices head south;

July 11, 2022 (#100)
TREO's 100th issue; Rainbow loosen Gordian Knot; NioCorp's latest FS; Imperial Mining's PEA; No FS from Mkango; Turkey's Bastnaesite; Shenghe's record profits; Prices go flat;

June 29, 2022 (#99)
The Big Picture; More RE Hype; Prime-Cut All-American BS; China orders hapless attack on Western Rare Earth Companies; Lynas, Search Minerals, Energy Fuels, PVW, MP, Iluka and more.

June 8, 2022 (#98)
China Quota Gap explained; REE KPIs for Investment; Xinjiang Lithium; Malaysia IAC Deposits; Indonesia focus on RE; Lynas record result potential; Uganda: Ionic cause landgrab; Endgame strategies;

May 22, 2022 (#97)
Kebaowek vs Vital; Q1 RE-related China output Q1; Car Sales plunge; China Encourages FDI in RE; IREL get Tamil Nadu Licence; The Greenland Case; Neo Report Q1; NioCorp's Rare Earths; Prices bounce.

May 4, 2022 (#96)
Don Quixote; China RE Imports Q1 Drop 30%; Lockdown suffocates RE demand; Metals for Clean Energy; Australia-Canada-US deals; Prices fall;

April 18, 2022 (#95)
Shanghai Infinite Lockdown; Price Conundrum Solved; Japan's Falling RE Demand; EV in Trouble; Iluka Bulldoze Jr Miner Space; Geomega Progress; Myanmar, again; MP Lawsuit; And more.

March 23, 2022 (#94)
Trust is no entitlement; Russia, Ukraine and RE; Capex Dumping is out, Recycling is in; Global RE Summit; Neo's Record Results; LKAB, Mkango, Peak, Ionic, and others.

February 21, 2022 (#93)
China at RE Limits?; Minmetals' Jianghua Open; Shenghe invest in Peak; Steenkampskraal go for IPO; Departures at Ucore's IMC; Hitachi Metals Delay; Jim Kennedy Presents; Quebec supports Geomega;

February 6, 2022 (#92)
On China: RE-Related Output 2021, RE 5-Year Plan, First Half 2022 Quota, 2021 RE Imports & Exports; Funds Flee RE Sector; Murky Quadrant; ASM's Uranium; January RE Stock Performance;

January 23, 2022 (#91)
Black RE-Friday; US RE-Dependency; EU-Commission Goes Nuclear; Apple Buy Rare Earths; Critical Materials Corner; E-Tech De-Risked?; Deposit Flipping; Bitcoin meets Rare Earths?; Ucore, DEFN, et al.

January 5, 2022 (#90)
China Rare Earth Group Details; China's Multi-Agency for RE Resource Leverage; Lynas PDF Approved; 2 New Kids On The Block; No NdFeB for Toyota in Future; IREL under Investigation.

December 23, 2021 (#89)
China Rare Earth Group Established Today; China Import Duty For RE Set to Zero; Rare Earth Boycotter Demoted;

December 16, 2021 (#88)
China Merger Myth; New RE Processing Method; MP's Binding 1,000 t NdFeB Pilot for GM; GM And VAC Sign MOU; Appian Hit A Rock; Defense Contractor Takes Majority Of Jr RE-Miner; Galileo Sell Glenover;

November 26, 2021 (#87)
RE Concentrate Price Up 28% in One Day; NdPr Makers At Half Capacity; China Energy Plan Boosts RE Demand; Myanmar-China Border to Open; Recycling To Grow NdPr Output; Some Annual Reports

November 15, 2021 (#86)
RE-Institutional Investors; COP26: China and US Agree; Greenland culls GGG, Hudson; Update to Limits to Growth; Prices go Galactic;

October 31, 2021 (#85)
Metal Mess; Toothless Attack on MP; Ideology and RE; Recovery Rates; China Data Blackout Looming; Rush for ESG; RE Society Annual Meeting; Erbium Price Jumps on Application in NdFeB;

October 14, 2021 (#84)
Attack on Private Press & Publications; Alleged Junior Miner Fraud; NdYFeB magnets; The 3 Generals; Section 232, DEFARS et al: Cost Competitive?; Daikin Reduce NdFeB Use; Odd Price Rises;

October 5, 2021 (#83)
Again: Only 2 RE Companies Quotas Increase; Hostages Exchanged; China RE-Organisation to ONE Company?; Power-Cuts; Ionic out of Focus; Rainbow Pick K-Tech; Arafura & The Bloomberg Daimler Hoax;

September 19, 2021 (#82)
Resilience of RE Supply Chain; Carbon Neutral Off The Rails; No More Heroes; Stillborn Subsidies; Prices Hold Steady; Tanbreez Revival?; Chinese Rollercoaster;

September 5, 2021 (#81)
Censorship; RE Exports - The Return of Blood; EU Magnet Grandstand; India's Magnets; Future of EV; Neo Comment; ASM's Achilles Heel; OZ Next RE Producer; Pensana's ESG; China RE Shares Nosedive;

August 28, 2021 (#80)
Hallgarten Short MP; USA Rare Earth's Round Flop; China RE Raw Material Imports Up 38%; Lynas Curse; RE Prices Going Sideways; Peak's Dreams; And Other Things

August 19, 2021 (#79)
Mkango Comment; DNI & Sinosteel; Vital Go Heavy; Junior Juniors Hop On Train; Afghan RE Myth; India Explores Arunachal For RE; Healthy Prices

August 8, 2021 (#78)
Runaway Prices; LEM Comment; Energy Fuels Red Numbers; Alaska...; Australia's Opportunities; Mkango Take Back Control; Doubts On MP and Vital; Hastings Tone It Down (a bit);

July 27, 2021 (#77)
RE Media Hype; G20 Talk Green, Invest Brown; Peak: Divine Intervention; Rainbow's Africa Risk; Medallion's Monazite; LEM's PEA; NdPr >US$90/kg, RE Carbonate Doubles, Concentrate Up 15%;

July 19, 2021 (#76)
Again: FT Fall For Rare Earth Falsehood; China RE Subsidies: Quartz Nail It; Rare Earth Prosperity; Licenses in Limbo; Compliance Shortcut; RE Prices Keep Rising;

July 7, 2021 (#75)
RE Prices: Happy Days Are Here Again; Myth Busting: EU 98% RE-China Dependence?; VAC Throw Their Hat in The Ring; Rare Earths Exploration in Laos; Vital Now A RE First In Canada; LEM Report Profit;

June 28, 2021 (#74)
Global Times Get RE Basics Wrong; China Nonferrous Tenders; New Material Scam; Northern Minerals Boardroom Drama;

June 21, 2021 (#73)
We Think It Is The Egg; Outdated Stereotypes; NdPr holds $70/kg; International Energy Agency And Other Wake-Up Calls;

June 13, 2021 (#72)
US Tariffs On China Magnets Possible; Imported Inflation: China Price- And Forex Controls In Full Gear; RE Price Correction Analysis; 3 Ways to Invest in Rare-Earth Stocks?;

May 30, 2021 (#71)
Happy Birthday, TREO!; Rare Earth: White House Takes Fire; Zerohedge Nail It; Ionic's Antics; New RE Listing; Windturbine Price Drop; Magnet Materials Prices Up;

May 19, 2021 (#70)
Pensana Acknowledge Radioactive Materials Issue; REIA Webinar; Prices Weak; Lynas Trouble Continues; Russia Makes Diamonds From REE

May 10, 2021 (#69)
China's RE Exports in April; Rainbow's "O"; WSJ And LCM; LEM's License Trouble; Ucore's Anonymous Client; MP's Q1 Analyst Call; And More

May 2, 2021 (#68)
Hitachi Metals Sold; Lynas' PDF Rejected; More Myanmar; Rainbows Gypsum; RE Prices And Fundamentals Out Of Tune;

April 25, 2021 (#67)
China RE Imports from Myanmar; Jr Miner Challenges Sovereign Government; Pensana Beat Around The Bush; James Kennedy Lobbs Another Bombshell; Hastings Can Save CAPEX; Softer Prices; Shenghe Forecast;

April 18, 2021 (#66)
Semiconductor Shortage To Affect Rare Earth; RE Prices Softer; 5-Year-Plan KPI; Quo Vadis, MP?; Burundi RE Export Suspension; China Q1 2021 RE Exports Are......Just Normal; Russia Advances In RE;

April 8, 2021 (#65)
Antique RE Prices; Current Prices Level Off; Chinalco Pick Up Makutuu; Peak's License Part VI; Q1 Rare Earths Stocks Performance;

April 1, 2021 (#64)
MP Lose Money in 2020: What happened?; Japan's 2020 RE Consumption; RE Prices Weaken Across The Board; Myanmar Fights Near Rare Earth Mines;

March 28, 2021 (#63)
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

March 19, 2021 (#62)
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 14, 2021 (#61)
Follow-up On MIIT Suggestion; Management Changes; Details On Baosteel 29% Concentrate Price Increase; Rare Earth Sandwich; Half-Size Electric Motors

March 5, 2021 (#60)
China Minister Wants Rare Earth Reconciliation - US Still Seek Divorce, But Want Custody; RE Nuke Waste Trap; RE Prices Continue Stellar Voyage

February 26, 2021 (#59)
Global Times Backpedal On Financial Times Rare Earth Boycott Hoax; REO Prices Head For Outer Space; REIA Webinar; China's Foreign M&A Targets;

February 19, 2021 (#58)
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 10, 2021 (#57)
EXTRA: RareX And Shenghe Resources (A Non-S.O.E.?)

February 4, 2021 (#56)
US RE Compounds Import Down 46%; Pre-Holiday Prices Stable; Recycling Of RE Gets Big; RE Scare Mongering; The Magic One-Fits-All Process;

January 28, 2021 (#55)
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

January 20, 2021 (#54)
Shenghe Focus On Dominating China RE Imports; Costly Radiation; REO World Market Size Rises to US$ 7.5 Billion; RE Prices Keep Rising;

January 16, 2021 (#53)
EXTRA: MIIT Publishes New Draft For Management Of China's Rare Earth Industry

January 15, 2021 (#52)
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 10, 2021: (#51)
SPECIAL: US-China Relations: Past, Present and Future

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;

December 31, 2020: (#50)
Year End RE Prices; Outlook 2021; Happy New Year!

December 24, 2020: (#49)
High Rare Earth Prices Stable; RareX & Canada Rare Earth; Vital & REEtec; Lynas Grilled In OZ; Rajastan Monazite; Pensana Explore For What?

December 19, 2020: (#48)
RE Prices No Clear Direction; State Reserve Bureau At Work; China Complaints; ISO Standards For RE; India Dysprosium

December 15, 2020: (#47)
RE Prices Deflate a bit; China Rare Earth Holdings; Hints On "14-5"; China Nonferrous Shady Deal;

December 11, 2020: (#46)
NdPr Price Drops; China RE Exports Continue Recovery; RE Stocks Doing Well, Magnet Stocks don't;

December 8, 2020: (#45)
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 1, 2020: (#44)
RE Prices: Contraction of Upstream Supply; Peak Play Foul; A Look at Rainbow;

November 27, 2020: (#43)
RE Prices Continue Skyrocketing; RE Seabed Miner To List; EU: RE Activism Devoid Of Results; Fraud Alert: The Rare Earth Vault Is Back!

November 20, 2020: (#42)
MP's Rocky IPO; Update: RE Prices GO BALLISTIC; Sustainable RE, R U Kidding?; First Victim of China's RE Restrictions

November 12, 2020: (#41)
China Monthly RE Exports; China EV Sales Double YOY; Window of Opportunity for Jr RE Miners Opens Wide;

November 9, 2020: (#40)
China RE Results Q1-Q3; RE Prices Rise Strongly; Alternative Magnets;

October 31, 2020: (#39)
China's Internal RE War; Nidec Goes for E-Motor Domination; FT In Disinformation Trap;

October 20, 2020: (#38)
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 13, 2020: (#37)
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 11, 2020: (#36)
The Crisis That Isn't; China Green List; Commanding Heights; AREC's Fabulous RE Deposits;

October 2, 2020: (#35)
Reenova Apply Mining License; Another RE Alarm; Another RE Executive Order; Another Stiff Celebration; Bitter Patent Fight; Small RE Companies Get Funding;

September 27, 2020: (#34)
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

September 21, 2020: (#33)
Resource Slavery; China Information Translators; Off-Takes; RE M&A; The Man In The Know;

September 11, 2020: (#32)
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 9, 2020: (#31)
Politics Trump Economics; New China Trade Secrets Protection; Flashback; More Love From Russia; Zimtu Zoom Again; Re-invented Wheels;

September 5, 2020: (#30)
10th Anniversary; Bold EU Plan; Papers & Disconnects; RE Stock Performance Jan-Aug 2020

September 2, 2020: (#29)
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

August 28, 2020: (#28)
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;

August 26, 2020: (#27)
EU Overtakes ROW In RE; NdPr Price Swings; China Denials; Malaysia Continues Bickering;

August 20, 2020: (#26)
EXTRA: Shenghe Resources Factory Flooding

August 19, 2020: (#25)
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 14, 2020: (#24)
Myanmar RE Mining Deemed Illegal; The Russians Are Coming; CNBC Feature Geomega; JARE Give Lynas A Break;

August 11, 2020: (#23)
Plan Fulfilment Reigns Supreme; China's Very Own Dependencies; Force-Feeding With Yuan; Controversy, Lobbyism & Other Spins; China Northern H1 Sales Up

August 9, 2020: (#22)
MDL & Talaxis Engage; Lockheed Martin China Exposure; McKinsey EV Disappointment; Hudson Finance Restructure; Guillaume Pitron's Ideas;

August 4, 2020: (#21)
Rare Earths Price Development

August 3, 2020: (#20)
Battle Of Hastings; Ionic Drill; ASM IPO; PRC's Military Comments on RE; Hard Numbers

July 29, 2020: (#19)
RE Politics; Skewed Stats; Lynas Prenup with DoD sealed; Clockwork ARU; Many Cooks;

July 24, 2020: (#18)
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 21, 2020: (#17)
MP Deal Details; Pensana's Scoop; Lynas Pressured; Altona Stick to Mulanje Massif; Shin-Etsu Exit China; BMW Exit RE;

July 18, 2020: (#16)
The Quota Enigma; Plan-Fulfilment; Embargo Obsession; GMA Go US; MP Go Public; Minmetals Go Stellar; Lynas Taking Heat; Bye Alkane - Hello ASM;

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

July 10, 2020: (#14)
Stock Price Rally in China; Greener Grass; Smuggled monazite; EV shake-out; Washington turning in circles;

July 7, 2020: (#13)
The Nuclear Option; China Regulator Questions IPO; "Made in China 2025" Comeback; PetroChina Rare Earth Catalyst Production Starts; Pensana Debut in London

July 4, 2020: (#12)
Million Dollar China-bashing advice; Radiating Bananas & Nuts; Cold, Hard Numbers;

June 30, 2020: (#11)
Malawi RE Lawsuits; Loss by TREO; Native Title; Disruptive Recycling; RE in Steel; China's all-out RE Application Research; RE & Minor Metals Events

June 26, 2020: (#10)
RE still on China Negative List; EU out of patience; India RE Demand Growth; Ionic Challenge; Rare Earth Assassination Case

June 23, 2020: (#9)
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 19, 2020: (#8)
Mind Your La-Ce; China Northern seeks external sources; North Korea's Rare Earths; NTU in trouble; RE Infidelity?;

June 16, 2020: (#7)
Bloated PFS; Another CEO resigns; Government Funding; Zoom with Zimtu; Market Assessment from Japan; Message from China;

June 12, 2020: (#6)
REO Prices Rise; Broken Hill a Broken Dream?; Round Top with edges; GMA Patent; Fundraise & Debt Restructure; Uganda Ionic Clay;

June 11, 2020: (#5)
Strategic failures; Trade War Australia-China?; A messy US-China divorce; View from China; US Dependence: Japan is the Key; Rare Earth Nanobrushes;

June 9, 2020: (#4)
Board Shakeups; Ratings; Experts at Work; Mole-bots; Seabed Mining; A Greener Future;

June 5, 2020: (#3)
Offtakes; Dilution for Action; Board Arrivals/Departures; Misunderstandings; Rare Earths in Mushrooms; Long Term Price Trends;

June 3, 2020: (#2)
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;

May 29, 2020: (#1)
Pablum and BS, the US faltering, successful separations, bids, more bonds and a new CEO

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