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 | 203 | Founded | 6 years ago | Last Issue | 17 days ago |
| Active | |||||
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treo.substack.comLatest Issues
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:
WTO; Iran, AI and Rare Earths; Politics & Foghorns; Lynas, Neo, NCM, Mkango, USARE, and the lot
Rare Earth 30 March 2026 #196
Note WTO
War & Rare Earths: US run out of Ammo?; USARE, again; The 5-Year Plan; Low US EV Sales drop further; RE Norway, Lindian, DEFN and the lot
Rare Earth 7 March 2026 #195
Woah, generals and majors always
Critical Minerals Ministerial "Fact Sheet": Some Fact about Fact; Project Vault: Not a National Reserve, but a Golf Club; Frontier, BRE, St George and the lot.
Rare Earths 14 February 2026 #194
Note We are delayed by multiple consulting projects and there for still owe the analysis of statistics numbers. We’re on it and almost done.
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In TREO veritas
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