Analysis
Analysis from The Rare Earths Trader, focused on chokepoints, price formation, financing viability, and node-level constraints.
Last updated: 2026-03-27
20 itemsTopic:Sort:Search:
Lynas Part II: Earnings Power vs. Expectations
The Market Already Believes—Now Lynas Has to Deliver
Topic: Projects
The Rare Earths Trader · 2026-03-27
Lynas Part I: The Backbone of the Ex-China System
The only fully integrated rare earth system ex-China — and the constraint that defines it
Topic: Projects
The Rare Earths Trader · 2026-03-24
From Mercantilism to Market Economics - Part II
Where MP Actually Stands in 2026
Topic: Policy
The Rare Earths Trader · 2026-03-11
From Mercantilism to Market Economics - Part I
Did the DoD–MP Deal Break China’s Rare Earth Pricing Lever?
Topic: Prices
The Rare Earths Trader · 2026-03-09
China’s REE Dominance Is Downstream
However Its Vulnerability Is Upstream — And Domestic Demand Magnifies It
Topic: Projects
The Rare Earths Trader · 2026-02-20
CME Explores First Ever Rare Earth Futures Contract
Reuters reported today that CME Group is working on plans to launch the world’s first rare earth futures contract, according to sources familiar with the matter.
Topic: Prices
The Rare Earths Trader · 2026-02-11
The 2026 USGS Rare Earths Data Is Out — Here’s Our Takeaway
The 2026 USGS Mineral Commodity Summary for Rare Earths was released this month.
Topic: Projects
The Rare Earths Trader · 2026-02-09
Serra Verde, U.S. Capital, and the Missing Node Problem
Why One Downstream Asset Just Became Harder to Ignore
Topic: Projects
The Rare Earths Trader · 2026-02-06
Breaking Down the $3.1 Billion USA Rare Earth Government Deal
Bottlenecks, Valuation Risk, and the Dangers of Forced Vertical Integration
Topic: Policy
The Rare Earths Trader · 2026-01-26
The 23 Rare Earth Stocks That Made Our Cut
JUST GIVE US THE STONKS, MATT!
Topic: Projects
The Rare Earths Trader · 2026-01-23
When Tokenization Replaces Tonnage, You’ve Lost the Plot
AREC/ReElement’s "Token" Isn’t a Strategy - It's a Distraction
Topic: Policy
The Rare Earths Trader · 2026-01-21
Energy Fuels to Acquire Australian Strategic Materials
Merger Aimed at Solving the West’s Rare Earth Metallization Problem
Topic: Projects
The Rare Earths Trader · 2026-01-21
Rare Earth Markets Update - 1/16/25
Prices Hold, Policy Drips, and Brazil Starts to Matter
Topic: Prices
The Rare Earths Trader · 2026-01-16
Critical Metals’ Greenland Strategy - A Closer Look
Separating Narrative Momentum from Technical Reality
Topic: Projects
The Rare Earths Trader · 2026-01-12
China–Japan Trade Tensions Expose Rare Earth Leverage
Export controls reinforce how REEs—and their substitutes—have become instruments of strategic power
Topic: Policy
The Rare Earths Trader · 2026-01-06
Eudialyte-Hosted Rare Earth Projects
Metallurgical Challenges, Market Realities, and Investor Implications
Topic: Policy
The Rare Earths Trader · 2025-12-19
BLBX — Likely the Next Strategic Beneficiary of U.S. Defense Funding
Metallization, Dy/Tb scarcity, and the supply chain Washington hasn’t finished building
Topic: Funding
The Rare Earths Trader · 2025-12-18
Western Rare Earths Enter a Policy Repricing Phase
Policy Optimism Meets Economic Reality in the Western Rare Earths Complex
Topic: Prices
The Rare Earths Trader · 2025-12-12
An Emerging Favorite Steps Into the Rare Earth Spotlight
Europe’s sudden interest in heavy rare earths signals a shift in the West’s Dy/Tb strategy
Topic: Policy
The Rare Earths Trader · 2025-12-10
Implications of the Setback at Lynas Texas and MP-Centric US Policy
Nd/Pr Security Is Rising, but Heavy Rare Earth Capacity Remains Dangerously Underbuilt
Topic: Policy
The Rare Earths Trader · 2025-12-04
Curation standard
- Items link to original Substack posts. No mirrored content.
- Topic tags are inferred from titles and excerpts (directional, not exhaustive).
- Coverage prioritizes chokepoints, pricing mechanics, and financeability across nodes.