Rare Earth Ore Imports Surge in Early 2026, Exceeding Demand and Causing Surplus[SMM Analysis]

[SMM Analysis] March Pr-Nd Drop Likely Due to Weak Demand Outlook: 2026 Demand Model (Part 2)

[SMM Analysis] After Hitting Record High in January, China’s Spodumene Imports Cool in February

In the Market, Although Rare Earth Prices Outside China Fell, Premiums Remained Significant; Industrially, Lynas Aggressively Expanded Into Medium-Heavy Rare Earth [SMM Rare Earth Weekly Review Outside China]

Lithium Ore Market Update for 3.16-3.2 [SMM Weekly Review]