The Rare Earths Trader
Matt Warder, Joe AldinaExtractive resource investing focused on Rare Earth Elements and Critical Materials Markets...and more!
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 30 | Subscribers | Read | therareearthstrader.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
China’s REE Dominance Is Downstream
However Its Vulnerability Is Upstream — And Domestic Demand Magnifies It
CME Explores First Ever Rare Earth Futures Contract
Reuters reported today that CME Group is working on plans to launch the world’s first rare earth futures contract, according to sources familiar with the matter. The proposed contract would focus on neodymium and praseodymium (NdPr) — the t...
The 2026 USGS Rare Earths Data Is Out — Here’s Our Takeaway
The 2026 USGS Mineral Commodity Summary for Rare Earths was released this month.
Serra Verde, U.S. Capital, and the Missing Node Problem
Why One Downstream Asset Just Became Harder to Ignore
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Authors
The writers behind this newsletter.
Coal, REEs, and Critical Materials...
Energy, mining and infrastructure. Washington, DC and often CDMX.
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