INFO
The Vietnam Pivot: How Export Bans are Building a New Processing Powerhouse
The $60M Lynas - LS Eco Energy cross-investment deal to build a rare earth metal plant in Vietnam is the first major "post-ban" victory for Vietnam's industrial policy - proving that Hanoi's export ban is successfully forcing a reorganisation of the global magnet supply chain.
INFO
The Canberra Consensus: How the EU-Australia FTA Reshapes the Critical Mineral Map
Today's signing of the Australia-European Union Free Trade Agreement in Canberra marks the most significant expansion of the "Western Mineral Bloc" since the formation of the G7 Alliance-ending eight years of agricultural disputes to forge a new strategic partnership anchored in critical minerals.