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The Rare Earths Trader

Matt Warder, Joe Aldina

Extractive resource investing focused on Rare Earth Elements and Critical Materials Markets...and more!

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues36Founded3 years agoLast Issuea month ago
Active

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Latest Issues

CRML’s Hall of Mirrors

The $835 Million Deal to Acquire $219 Million

Critical Metals Corp (CRML) announced this week that it will acquire European Lithium (EUR) in an all-scrip transaction valued at approximately $835 million.

a month ago
3
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USA Rare Earth Buys Serra Verde for $2.8 Billion

… With Two Questions the Market Hasn't Asked Yet

USA Rare Earth (NASDAQ: USAR) announced a transformational acquisition this morning with the purchase of Serra Verde, the Brazilian ionic clay rare earth producer, in a deal valued at approx...

a month ago
9
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Lynas Part II: Earnings Power vs. Expectations

The Market Already Believes—Now Lynas Has to Deliver

In Part I, we established that Lynas is not simply another rare earth producer. It is the only commercial-scale rare earth separation system operating outside of China today—alongside MP...

2 months ago
8
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Lynas Part I: The Backbone of the Ex-China System

The only fully integrated rare earth system ex-China — and the constraint that defines it

After MP Materials, there is only one other company that can credibly claim to be producing rare earth materials at scale outside of China today — Ly...

2 months ago
7
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From Mercantilism to Market Economics - Part II

Where MP Actually Stands in 2026

Assets, Capacities, Targets, Etc.

3 months ago
6
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Authors

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  • Matt Warder

    Coal, REEs, and Critical Materials...

  • Joe Aldina

    Energy, mining and infrastructure.

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