Supply chain resilience becomes unstable when a disruption changes material economics or availability faster than an organization can respond. What begins as an event in one sourcing region can quickly affect a company’s margins. The triggers are often specific: All of these factors show up in the following ways: The deeper question becomes whether the […]
Category: Critical Minerals and Rare Earths
How Aclara Plans to Build a Rare Earth Supply Chain Without China by 2028
In a move to offset China’s monopoly on rare earth metals and export restrictions, Aclara Resources plans to commission upstream and downstream sites in the Americas by 2028 to produce those critical minerals. More specifically, the Toronto-listed company primarily aims to produce the heavy rare earths dysprosium and terbium (DyTb), as well as the light […]
Rare Earths Shift: Why is Australia Now The Biggest Competitor to Beat China?
While geopolitical tensions continue and rare earths supply chain vulnerabilities deepen, the United States is quietly redrawing the global map of critical mineral sourcing, and Australia seems to be emerging as a cornerstone. The latest development on this front is the U.S. Export-Import Bank (EXIM) issuing a letter of interest to fund up to US […]
Rare Earths MMI: U.S. Rare Earth Strategy: What’s Behind the Latest Moves?
The Rare Earths MMI (Monthly Metals Index) moved sideways from September to October, rising by 2.13%. Over the last two weeks, U.S. officials have signaled a decisive shift in how they secure critical minerals. Analysts have taken note of large global rare earths projects aimed at diversifying away from Chinese dominance, which currently accounts for […]