Automotive Industry
BYD's Export Target Highlights China's Overcapacity "Pressure Valve" and the Magnet Multiplier--Downstream Dynamics
January 25, 2026
Memory Inflation Is Exposing the Next Strategic Chokepoint: Magnets, Power Electronics, and Control of the Stack (REEx Downstream)
January 25, 2026
The Magnet Supply Illusion: Why Trade Statistics Systematically Understate China’s Grip on the Global Energy Transition
January 22, 2026
India's EV Bet Without Rare Earths: Signal or Showcase?
January 21, 2026
Chinese EV Surge Is a Rare Earth Story in Disguise - the USA and Europe Must Ramp Up
January 21, 2026
Asterix, Magnets, and Europe's Quiet Resistance to China's REE Grip
January 21, 2026
Myanmar's Heavy Rare Earth Reality Check: "Conflict Magnets" and the Kachin Factor
January 20, 2026
China’s Critical Minerals Footprint in Africa: Projects, Strategy, and Impacts
January 20, 2026
China's Auto Industry Ends 2025 Strong-Exports and EVs Power Growth Despite December Soft Patch
January 20, 2026
China's Recycling Roadmap Signals a Strategic Shift in Industrial Inputs - Why It Matters for Rare Earths and the West
January 20, 2026
Noveon's $215M Raise: Capital With Consequence, Not Just a Headline
January 19, 2026
China Tightens Control Over EV Battery Recycling as Retirements Surge Past 1 Million Tons by 2030
January 19, 2026
