The Rare Earths Trader
Subscribe
Sign in
Home
Chat
Archive
About
CME Explores First Ever Rare Earth Futures Contract
Reuters reported today that CME Group is working on plans to launch the world’s first rare earth futures contract, according to sources familiar with…
Feb 11
•
Matt Warder
3
1
1
The 2026 USGS Rare Earths Data Is Out — Here’s Our Takeaway
The 2026 USGS Mineral Commodity Summary for Rare Earths was released this month.
Feb 9
•
Matt Warder
8
2
Serra Verde, U.S. Capital, and the Missing Node Problem
Why One Downstream Asset Just Became Harder to Ignore
Feb 6
•
Matt Warder
3
Most Popular
View all
The Rare Earth Landscape - Part 1
Oct 16, 2025
•
Matt Warder
37
3
6
The 23 Rare Earth Stocks That Made Our Cut
Jan 23
•
Matt Warder
8
The Next Metallization Trade
Nov 19, 2025
•
Matt Warder
7
2
1
BLBX — Likely the Next Strategic Beneficiary of U.S. Defense Funding
Dec 18, 2025
•
Matt Warder
7
1
Less Common Metals (LCM)
Oct 31, 2025
•
Matt Warder
6
1
An Emerging Favorite Steps Into the Rare Earth Spotlight
Dec 10, 2025
•
Matt Warder
6
1
Latest
Top
Discussions
Breaking Down the $3.1 Billion USA Rare Earth Government Deal
Bottlenecks, Valuation Risk, and the Dangers of Forced Vertical Integration
Jan 26
•
Matt Warder
6
The 23 Rare Earth Stocks That Made Our Cut
JUST GIVE US THE STONKS, MATT!
Jan 23
•
Matt Warder
8
When Tokenization Replaces Tonnage, You’ve Lost the Plot
AREC/ReElement’s "Token" Isn’t a Strategy - It's a Distraction
Jan 21
•
Matt Warder
7
Energy Fuels to Acquire Australian Strategic Materials
Merger Aimed at Solving the West’s Rare Earth Metallization Problem
Jan 21
•
Matt Warder
8
2
Rare Earth Markets Update - 1/16/25
Prices Hold, Policy Drips, and Brazil Starts to Matter
Jan 16
•
Matt Warder
7
2
1
Critical Metals’ Greenland Strategy - A Closer Look
Separating Narrative Momentum from Technical Reality
Jan 12
•
Matt Warder
6
China–Japan Trade Tensions Expose Rare Earth Leverage
Export controls reinforce how REEs—and their substitutes—have become instruments of strategic power
Jan 6
•
Matt Warder
6
See all
The Rare Earths Trader
Extractive resource investing focused on Rare Earth Elements and Critical Materials Markets...and more!
Subscribe
Recommendations
Stock Picker's Corner
Stock Picker's Corner
Citrini Research
Citrini
Pixel Research
Pixel Research
The Coal Trader
The Coal Trader
Ben’s Substack
Ben Kramer-Miller
The Rare Earths Trader
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
