News
The Robots Arrive Carrying Magnets
2+ hour, 56+ min ago (155+ words) Strategy, not villainy. The narrative leans toward inevitability. It is fair to say Beijing prioritizes domestic value chains; it is not proven that humanoids alone will trigger export clampdowns. Still, recent licensing regimes and technology controls point in a consistent…...
India Signals Rare Earth Ambition-But the Hard Part Still Lies Between the Mines and the Magnets
6+ hour, 16+ min ago (291+ words) Now the most populous nation according to some sources, and also the fifth biggest economy worldwide, what happens in India matters. Several claims are grounded. Co-locating mining, processing, and manufacturing is global best practice. Duty exemptions lower capex barriers. Recycling…...
China Switches On World's Largest Compressed-Air Energy Storage Plant - 600 MW Deployed, No Lithium or Cobalt
1+ day, 2+ hour ago (216+ words) This matters. The project demonstrates that large-scale storage capacity can be added without increasing demand for battery-critical minerals, many of which face supply concentration, geopolitical risk, and long permitting timelines. This deployment does not replace batteries'but it changes the demand…...
Progress Reported in Data-Driven "Smart" Process Iteration for Sintered NdFeB Magnets
2+ day, 7+ hour ago (144+ words) The work was published in npj Computational Materials and supported by major Chinese funding streams, including national key R&D programs, the National Natural Science Foundation of China, and CAS strategic initiatives. This is not a headline about new mines…...
US Marshals Allies on Minerals-but Is This Finally Industrial Policy, or Just Better Rhetoric?
2+ day, 10+ hour ago (222+ words) Equally important is the language around a binding plurilateral agreement. That signals a shift from ad-hoc deals to rule-based coordination'something China has practiced for decades. Details remain thin. Which minerals? What floor levels? Who funds losses if markets fall? Mexico's…...
Robotics Unicorns Are the New Magnet Economy—and China Is Playing to Own the Stack
1+ week, 2+ day ago (278+ words) A recent Morgan Stanley outlook anticipates an $800 billion robotics market within the next decade. _Rare Earth Exchanges_" has already critiqued the headline optimism. What matters more than market size is _who controls the physical inputs_motors, actuators, sensors, and permanent magnetswhere dysprosium, terbium, neodymium, and…...
Magnet-Free Motors, Real Constraints: What Vimag Labs' Raise Signals-and What It Doesn't
1+ week, 3+ day ago (184+ words) Certainly! Here's the information converted into an unordered list in HTML: What remains unproven is scale. Efficiency parity in lab or pilot settings does not automatically translate to mass-market EV drivetrains, where cost, thermal management, durability, and supply-chain maturity decide…...
The Tiny Capacitor Behind the AI Boom?and the Rare-Earth Chokepoint It Quietly Inherits
1+ week, 5+ day ago (292+ words) As a review, its value lies in consolidating technical consensus and highlighting where failure modes are emerging as MLCCs shrink and AI duty cycles intensify. Shrinking dielectric layers increases volumetric capacitance but simultaneously amplifies electric-field intensity and defect sensitivity. At…...
Zambia's Copper-Cobalt Moment: Why Metalex Matters-a USA Request for Proposal
4+ week, 1+ day ago (434+ words) The goal is to increase output by up to ~25,000 metric tons of copper'cobalt concentrates'an important distinction. This is upstream material, not refined metal. In today's supply-chain politics, that distinction defines both the opportunity and the constraint. Metalex, a Zambia-based operator…...
Half Electric, Fully Strategic: Toyota’s Hybrid Surge and the Magnet Reality Downstream
1+ mon, 1+ day ago (285+ words) That distinction is accurate and crucial. Hybrids now dominate Toyota's electrified mix, and they are quietly reshaping demand where it counts: motors, not megawatt-hours. Every hybrid still relies on electric traction motors. Those motors overwhelmingly use permanent magnets made with…...