America shot its arsenal empty in 2 wars. Now it needs Beijing’s permission to reload

The Iran and Ukraine conflicts have drained U.S. missile stockpiles — and restocking requires rare earth materials that China controls with an iron fist.

Yahoo News
https://www.wacoca.com/news/2825065/ FOIPの進化発信…高市首相、GWにベトナムと豪州訪問 経済安保で連携強化 | JAPAN Forward #Australia #China #FreeAndOpenIndoPacific #RareEarths #resilience #vietnam #オーストラリア #政治・安全保障問題

NORTHERN TERRITORY SITE CLEARED FOR MASSIVE MINING PUSH

Barkly Rare Earths can start a large 10,000m drilling project in the Northern Territory. This will explore for valuable rare earths.

#NorthernTerritory, #RareEarths, #Mining, #BarklyProject, #Exploration

https://newsletter.tf/nt-rare-earths-mine-10000m-drilling-approved/

Northern Territory Rare Earths Mine Gets Green Light for 10,000m Drilling

Barkly Rare Earths can start a large 10,000m drilling project in the Northern Territory. This will explore for valuable rare earths.

NewsletterTF

Barkly Rare Earths will drill 10,000 metres, which is a very large amount of exploration work. This is to find important rare earth minerals.

#NorthernTerritory, #RareEarths, #Mining, #BarklyProject, #Exploration
https://newsletter.tf/nt-rare-earths-mine-10000m-drilling-approved/

Northern Territory Rare Earths Mine Gets Green Light for 10,000m Drilling

Barkly Rare Earths can start a large 10,000m drilling project in the Northern Territory. This will explore for valuable rare earths.

NewsletterTF
https://www.walknews.com/1280209/ FOIPの進化発信…高市首相、GWにベトナムと豪州訪問 経済安保で連携強化 | JAPAN Forward #Australia #China #FreeAndOpenIndoPacific #RareEarths #resilience #vietnam #オーストラリア #政治・安全保障問題
The Scramble for Critical Minerals

The term critical minerals seems to be everywhere at the moment. Whether in discussions of Trump’s aspirations to annex greenland or the Albanese government's attempts to avoid US tariffs by bolstering US access to Australia’s Lithium, cobalt and other rare earths and critical minerals - it is becoming increasingly obvious that securing access to these natural resources is a top priority of the Trump administration.

3CR Community Radio

China’s crackdown on unauthorized rare‑earth mining has lifted shares, signaling stronger state control over key resources. The new penalties emphasize compliance and economic resilience, sparking a short‑term market rally. Analysts note a nuanced balance between regulation and supply security, warning of long‑term resource bottlenecks. Investors should weigh opportunities against geopolitical tension. Yatırım tavsiyesi değildir!

🚩 #RareEarths #China #InvestSmart #Geopolitics #MarketWatch

Clean energy switch must not be excuse to plunder Indigenous lands, say leaders

Global conference told benefits should not come at expense of well-protected environments

The Guardian

Watch our interview with David Christie of Globex Mining (TSX: GMX), 270+ mineral assets, 106 royalties, 40M$ in cash/securities, no debt, 56.4M shares outstanding.

$GMX #TSX #Mining #RoyaltyMining #CriticalMinerals #Gold #Antimony #RareEarths #ProjectGenerator

https://eresearch.com/2026/04/28/eresearch-reports/company-reports/globex-mining/analyst-video-globex-mining-builds-royalties-across-270-assets/

Analyst Video - Globex Mining Builds Royalties Across 270 Assets

Globex Mining Enterprises (TSX: GMX) President David Christie spoke with Chris Thompson of eResearch in a video interview covering how the company's project generator and royalty business model builds and monetizes a portfolio of more than 270 mineral assets across North America. With roughly $40 million in cash and securities and zero debt, Globex acquires properties, adds value through exploration and geophysics, and options them to partners for cash, shares, and retained royalties, without raising capital from markets. For some projects, the company does more development work before finding a partner, but a royalty is always the goal. On the Globex side, key 2026 catalysts include drill programs at Cadillac Wood and Rouyn-Merger in Quebec. On the partner side, watch for a maiden resource at Bald Hill Antimony in New Brunswick, a feasibility study at Mont Sorcier iron ore, and continued drilling at Devil's Pike (now called Golden Pike). [more]

eResearch
Even as it refrains from criticizing the U.S. war in Iran war and signals it wants a positive meeting with Donald Trump, Beijing is quickly expanding its toolkit of economic pressure mechanisms aimed at Washington. https://www.japantimes.co.jp/business/2026/04/27/markets/china-trade-truce-economic-pressure/?utm_medium=Social&utm_source=mastodon #business #markets #china #us #donaldtrump #republicans #trade #rareearths #mining #semiconductors
Under cover of trade truce with Trump, China expands economic pressure toolkit

Beijing is punishing those who shift supply chains from China, tightening rare ​earth licensing, banning foreign AI and cybersecurity tech and weighing curbs on its solar gear.

The Japan Times