News
Defense Metals Wins a "Yes-But Conditional" Infrastructure Nod from Ottawa
1+ hour, 59+ min ago (207+ words) The infrastructure planning work is scheduled to run from 2026 through 2028. There is genuine value here. Reliable grid power and improved transportation access can materially de-risk project logistics, reduce diesel dependence, and strengthen environmental permitting optics. Infrastructure readiness is often a…...
TechConnect World 2026: Where Deep Tech Meets Critical Minerals Strategy
1+ day, 11+ hour ago (299+ words) Event: TechConnect World Innovation Conference and Expo Dates: March 1012, 2026 For more than 25 years, TechConnect has branded itself as one of the world's largest applied innovation pipelines'linking universities, federal laboratories, startups, defense agencies, and Fortune 500 technology scouts. In 2026, Raleigh becomes a…...
NioCorp Prices $100M Equity Raise: Progress - and Pressure
1+ week, 13+ hour ago (315+ words) NioCorp plans to issue up to 20 million shares (or pre-funded warrants) for gross proceeds of approximately $100 million, through Maxim Group under an effective shelf registration. This follows $370M+ raised in 2025 and an ongoing $780M debt financing application with EXIM. Elk Creek's 2022 feasibility…...
Idle Plants, Rising Mandates: Key Battle Isn’t EVs ? It’s America’s Critical Minerals & REE Stack
2+ week, 3+ day ago (483+ words) BlueOval SK Battery Facility Recent reporting confirms that part of the Kentucky facility has been idled, with approximately 1,600 workers affected as reported (opens in a new tab) in myriad media. Ford has indicated a strategic pivot " reallocating near-term production plans…...
Canada's Critical Minerals Pivot:34 Strategic Materials and a Blueprint for Supply Chain Power
2+ week, 3+ day ago (195+ words) The addition of high-purity iron ore (green steel), phosphorus (battery and fertilizer), and silicon metal (electronics and renewables) signals a pivot toward decarbonization and manufacturing inputs. Crucially, designation now requires both supply vulnerability and credible domestic production potential'a move from…...
From Scrap to Strategic Supply: Why EV Magnets Beat Hard Drives in the Rare Earth Recycling Race
2+ week, 3+ day ago (197+ words) 2) Automation matters because labor dominates. For EV/HEV disassembly, automated approaches can outperform manual routes because fixed labor costs overwhelm many scenarios'an important operational signal for U.S. recycling buildouts facing tight labor markets. If the U.S. wants a meaningful recycled Nd/Pr…...
Magnet-Free Motors: Breakthrough or Boundary Condition? German Research Initiative
3+ week, 21+ hour ago (313+ words) Rare Earth Exchanges" take: Germany-based engineers are attempting to build a powerful EV motor without relying on neodymium-based magnets. That matters because most high-performance electric vehicles today use NdFeB permanent magnets that contain rare-earth elements. According to Professor Achim Kampker,…...
The Robots Arrive Carrying Magnets
3+ week, 2+ day 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
3+ week, 3+ day 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
3+ week, 3+ day 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…...