The Rare Earth Observer
giti.sgA newsletter on all things rare earth in irregular intervals with no claim to political correctness. We and contributors may or may not have business dealings with or hold shares in companies discussed.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 206 | Founded | 6 years ago | Last Issue | 35 hours ago |
| Active | |||||
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treo.substack.comLatest Issues
More of China's Tantrums; China arrests Foreign Visitors for RE Violations; VAC in China; Kerala Monazite Scandal; Phoenix Tailings, Lindian, and the lot.
Rare Earth 03 July 2026 #201
Note The Rare Earth Industry Association (REIA) still seems to believe in Nigerian Princes. We don’t.
149 Days to go, the Worst Case; Pensana's puny Recovery Rates; More Hot Air from Hastings; Shin-Etsu move; Rare Earth Smuggle; Arafura in Trouble; Ames Lab AI Magnet Breakthrough?; and the lot.
Rare Earth 15 June 2026 #200
Note Suspense is rising. The West’s rare earth hopefuls keep missing their self-set targets, while the governments continue running around like chicken without a head, hoping that the one or the other bilateral...
White Smoke from ARU's Chimney; US fails in addressing RE in Beijing; Rare Earth Canibalism; Neo's Quarterly; Russia's RE Development; BRE, UUUU, SGQ, DEFN and the Lot.
Rare Earth 30 May 2026 #199
Note Dependencies
Brazil's proposed RE Laws; National Security Fetish; RE & Penalties; Malawi RE Export Ban; Aclara's Carina PEA; MP's Q1 & HREE; BCM, Arafura, USARE, Victory and the lot.
Rare Earth 10 May 2026 #198
Note This month it is 6 years of The Rare Earth Observer. Raw and unrefined, no holds barred. Rooted in fact, not fiction.
Neo's Heavies Pilot; BCM and SAM; CNRE Q1 Results; Impact of PRC H2SO4 Export Stop; USARE latest Antics; More Hype from Hastings; Lynas, Arafura, ReAlloys, POSCO and the lot.
Rare Earths 21 April 2026 #197
Note A veritable Muppet Show:
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