Data Brief
US export controls, Chinese curbs on Japan, and a tranche of non‑Chinese mine ramps are reshaping rare earth logistics and compliance through 2026–27.
February 27, 2026
Belgium’s intensified 2025–26 anti-smuggling actions and customs data reveal disrupted REE, antimony and cobalt transshipments via Antwerp/Liège—raising…
February 27, 2026
China’s 2025 export licensing has cascaded into 2026 price spikes, force‑maure notices and arbitration. This brief explains supply impacts, legal…
February 27, 2026
Port congestion, export controls and insurer retreats are disrupting REE and PGM flows in 2026, forcing longer routings, higher logistics premia and…
February 27, 2026
Political shocks in 2026 (U.S. midterms, Myanmar/DRC coups, China export controls) are tightening heavy-REE supply, shifting sourcing toward…
February 27, 2026
Legal-administrative disruptions—permitting backlogs, customs seizures, and court rulings—are compressing nickel, copper, lithium and precious metals…
February 27, 2026
North American rare-earth and critical-minerals capacity is accelerating: new processing, federal funding, and tailings extraction narrow dependence on…
February 27, 2026