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REE-series

Rare earth elements rees global supply chain challenges
Business Development
Mattias Christian Knutsson

Rare Earth Elements (REEs) and Global Supply Chain Challenges

Rare earth elements (REEs) are not just critical for high-tech industries—they are also a major geopolitical asset. These 17 metallic elements power everything from smartphones

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2025-03-07
Rare earth mineral specimens
Business Development
Mattias Christian Knutsson

Trump Administration Targets Chinese REEs Imports with 30% Tariff Amid National Security Concerns

In 2025, the Trump administration is considering imposing a 30% tariff on rare earth minerals and magnet components imported from China. This move is part

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2025-05-26
Kopparmalm i museisamling
News
Mattias Christian Knutsson

Geopolitics Meets Commodities: Strategic Raw Materials in the Age of AI and Conflict

In 2025, the currency of global influence is no longer oil alone. It’s also cobalt, lithium, gallium, and rare earths—critical raw materials powering artificial intelligence,

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2025-06-23
En gul grävmaskin i ett stort dagbrott
Business Development
Mattias Christian Knutsson

Post-China Era: Western REE Refining & Processing Capacity in 2025–26

For decades, China has been the undisputed giant of rare earth elements (REEs), refining over 85% of the world’s supply. These 17 elements—names like neodymium,

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2025-08-13
Rare earth mining or refining industrial site
Business Development
Mattias Christian Knutsson

Why Cost Curves Matter: Unpacking the Economics of U.S. REE Production

At the intersection of geology, geopolitics, and grand ambitions lies the quiet but powerful story of rare earth elements—those unassuming metals that quietly power our

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2025-09-03
Satellitbild över sällsynta jordartsmetaller-gruvan Mountain Pass i Kalifornien
Business Development
Mattias Christian Knutsson

From Mine to Market: Building a Competitive Cost Curve for U.S. REE

The journey of rare earth elements through America’s industrial heartland is more than metallurgy. It’s a narrative of vision, resilience, and togetherness. From the dusty

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2025-09-17
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