HeyJaredThe Rare Earth Observer
A newsletter on all things rare earth in irregular intervals with no claim to political correctness. We and contributors may or may not have business dealings with or hold shares in companies discussed.
- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 20, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 23, 2026
Latest issues
Shenghe Media Speculations; Pensana: Sheikh Your Head; MP again in Vietnam?; China’s EV 5-Year Plan; A Look at RE Cost & Margins; Magnetic Society: Supply Chain Resilience; (opens the original)
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NoteHow did it happen?Let us ask a heretical question: Did China develop because of the CCP, or was it in spite of the CCP? Did China grab rare earths from the West or did the West hand it to China? Perhaps it was like Goethe’s Fisherman: Half drew she him, and half sank he (halb zog sie ihn, halb sank er nieder)Rare earths in social mediaMany people on social media are trying to make sense of the rare earths issue. Along the way, they often rely on infographics
PRC Magnet Exports up 32% yoy; Brazil's RE Hopefuls Second Guessing; Ucore's History exhumed; Niocorp's DFS, and the lot (opens the original)
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<img alt="" class="sizing-normal" height="400" src="https://substackcdn.com/image/fetch/$s_!aROF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6ea13d36-3c83-46e7-80e2-4a8fe589776a_600x400.jpeg"
State Department Mining Show; Lighthouse Uranium Scoop; China's Amsul Export Controls; Kenya's Prospecting License; Auking, Aldoro, Sunrise, MP and the lot. (opens the original)
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<img alt="" class="sizing-normal" height="400" src="https://substackcdn.com/image/fetch/$s_!3JVX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fabc72412-2745-4046-ac74-fa619dd4c940_596x400.png" w
MP really start Work on 10x Factory; Ford go with Geely; RE Dual Use License Impact; RE Smuggle; RE with Vitamin C; USARE, JS Link, Lynas, Viridis, MP, Ucore, and the lot. (opens the original)
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<img alt="" class="sizing-normal" height="896" src="https://substackcdn.com/image/fetch/$s_!TWTX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F17930e38-875e-44e3-b2a9-e0faf7808150_1195x896.png"
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