Xi Jinping's US state visit puts rare earths and trade at the center of negotiations, with China's processing dominance seen as a limiting factor for Washington

The Norwegian government is moving to develop what is described as Europe's largest rare earth deposit, part of a wider Western push to reduce reliance on Chine

Beijing is folding domestic mineral exploration and supply security into its next five-year planning cycle, reinforcing state control over strategic resources.

Weaker Chinese steel output and the end of restocking are pressuring iron ore prices even as supply-side concerns and news headlines cause short-term rebounds.

Government financing for a small magnet producer underscores US efforts to build domestic capacity in rare earth-dependent components.

The Brazilian discovery adds to a growing set of non-Chinese rare earth projects being advanced by juniors.

The agreement with Neo Performance Materials moves Rainbow's Phalaborwa rare earths project toward a feasibility study and dovetails with Neo's magnet growth st

Comparisons of uranium and rare earth equities come as Australian uranium stocks draw attention on nuclear energy demand.

The financing claims full funding of Greenland Mines' milestones through 2027 and follows completion of field work at its Sarfartoq rare earth project.

Rising long-end yields and elevated crude prices framed a risk-off session for equities.

The project marks a rare new US iron ore mine as the industry reorients toward lower-emission steelmaking.

Vale shares moved on the Ligga iron ore agreement while coverage questioned whether the stock's upside justifies buying.

Analysts weigh Rio Tinto's copper expansion and Simandou progress against exposure to Chinese demand.

Building materials fundamentals are improving, though analysts see limited near-term drivers for rebar prices.

The Seeking Alpha downgrade argues copper optimism is already priced into BHP shares.

Coverage of Fortescue spans its billion-dollar decarbonization and Ukraine plan, broker price targets and its appeal for income investors.

Chinese iron ore futures firmed on supply worries, though higher lump premiums and Brazilian freight pushed imported margins negative.

The acquisition is another sign of junior companies locking up Brazilian rare earth ground.