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 reorganization 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.