Rare Earths
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Critical Minerals Are Turning Into a Policy-Floor Trade
Washington, Tokyo, Brussels, and Seoul are all pushing strategic-material security higher on the market agenda, and traders are starting to treat processing capacity as seriously as the mines.
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Rare-Earth Magnets Are Becoming a Real Trading Theme Again: South Carolina, France, Japan and Korea Are Now in the Same Story
Fresh U.S. and European magnet-factory spending has turned rare earths back into a live trading narrative, but the real signal is that Japan and Korea still see the bottleneck as a threat to chips, industrials and pricing power.
