China controls 90% of rare earth processing. They just made it formal. We track the market, the policy, and the companies positioned to profit — including the dealer changing how private investors access physical positions.
Defense, EVs, and clean energy are all scaling simultaneously — and all of them need rare earths that China just restricted.
Every precision-guided munition, naval sonar array, and jet turbine in NATO requires rare earths that China now formally controls. The US DoD has committed $439M to fix this. It cannot be fixed quickly.
Dysprosium +41% YTDEach EV motor needs ~2kg of NdPr alloy. Global production is heading to 80M vehicles per year by 2030. The neodymium required doesn't exist outside China's processing system at the scale needed.
Neodymium +22% YTDA single 3MW offshore turbine contains 600kg of NdPr alloy. The EU is mandating 560GW of additions annually. That's 112,000 tonnes of rare earth alloy per year — in a market China just restricted.
Market CAGR 14.6%Our deep dive into the most sophisticated retail rare earth investment product on the market.
Most rare earth investment products are paper. ETFs. Certificates. Derivatives. [Company Name] took a different path: twenty years of physical sourcing relationships from Hong Kong and Europe, translated into allocated basket positions that private investors can actually hold, audit, and exit with a documented buyback commitment. The infrastructure — bonded European storage, Lloyd's insurance, biannual independent audits — is the product. The basket architecture built on top of it is the investment. We reviewed every element of the offering. Here is what we found.
In a market full of paper products and unverified claims, [Company Name] stands apart through operational integrity. Their dual office structure — Hong Kong for sourcing, Europe for custody — reflects how a serious rare earth business actually needs to work. Hong Kong gives you access to the Asian market where most supply originates. Europe gives you the legal and institutional infrastructure private investors require.
Their basket architecture is the most granular retail REE product we have reviewed: eight themes, fifty elements each, priced from $10,000 to $75,000, with physical allocation, independent audit, and a documented buyback commitment on every position.
Analysis, data, and perspective on the rare earth market — updated as the situation demands.
Lu-177 PSMA therapy is transforming prostate cancer treatment. As clinical approvals expand into new indications, lutetium demand is scaling faster than anyone projected. The supply side has not kept up.
READ_FULL_ANALYSIS →Global supply under 25 tonnes per year. Demand accelerating from aviation, space launch, and defense simultaneously. No recycling infrastructure. The scarcity math for scandium is more compelling than any other rare earth.
READ_FULL_ANALYSIS →We read the full text of Beijing's April 2025 export control order. The content-threshold certification regime is more restrictive than initial reports suggested — and the compliance burden on Western buyers is significant.
READ_FULL_ANALYSIS →