Topic
Rare Earths
News & analysis tagged Rare Earths — diplomacy, politics, and global affairs coverage from Model Diplomat.
5 Stories
Harena's $4.84M DFC Deal Is a Strategic Down
The US DFC commits $4.84M to Harena Rare Earths' Madagascar project, signalling a strategic shift to secure critical mineral assets before China acquires them. The deal positions Washington as an anchor financier for one of the largest ionic clay heavy rare earth deposits outside China.
2026-07-22
India's Critical Minerals Midstream Gap
India holds 8% of global rare earth reserves yet imports 85-90% of magnets. An April 2025 Chinese export licensing shock halved Bajaj Auto production. Midstream processing remains the gap.
2026-07-18
China Investors Defy Australia’s Divestment
Six China-linked investors in Northern Minerals ignore divestment orders, betting on strategic delays to maintain control over rare earth supply.
2026-07-08
Lynas $50m Malaysia Magnet Deal Cracks China
Lynas invests $50 million in a magnet plant in Malaysia, marking a strategic move against China's rare-earth export controls and enhancing regional supply chains.
2026-07-07
Quad’s Mineral Pivot Gives India New Leverage
India and the US are forging a critical minerals deal through the Quad to counter China's rare-earth dominance, handing New Delhi new supply-chain leverage.
2026-05-26