The Blue Grid Files
Sources

Source ledger

138 sources used in the chronological narrative. Government and regulator documents, company filings and statements, court and parliamentary records, and news reporting retain their dates and scopes.

  1. re001: USGS, Rare Earth Elements: Critical Resources for High Technology (2002)
  2. re002: MP Materials, Company history
  3. re003: USGS, Mineral Commodity Summaries 2026: Rare Earths
  4. re005: Energy Fuels, Commercial-Scale 'Heavy' Rare Earth Plant Now Under Construction in Utah - Jul 29, 2026
  5. re006: Reuters, China denies banning rare earths exports to Japan
  6. re007: Reuters, China lifts rare earth export ban to Japan: trader
  7. re008: Japan Times, No improvement in China's rare earths ban
  8. re010: New York Times, Japanese Firm in Rare Earths Deal With Australian Miner
  9. re011: Lynas, Quarterly report for the period ended 30 June 2026
  10. re012: MIT Technology Review, Undermining China's Monopoly on Rare Earth Elements
  11. re013: Reuters, Molycorp sees IPO price range at $15-$17 a share
  12. re014: Denver Post, Molycorp slumps first day after IPO
  13. re015: China Daily, Rare earth giant takes over 35 smaller miners
  14. re016: BBC, China creates rare earth monopoly in Inner Mongolia
  15. re017: Reuters, China's Baotou Rare-Earth suspends facilities for one month
  16. re019: Reuters, China rare earth prices explode as export volumes collapse
  17. re020: CNBC, Rare Earth Prices Surge
  18. re021: New York Times, Prices of Rare Earth Metals Declining Sharply
  19. re022: BBC, Lynas learns fate for Malaysia rare earth refinery
  20. re023: ABC, Malaysia approves Australian rare earths plant
  21. re024: WTO, China - Rare Earths (DS431 dispute summary)
  22. re025: WTO, Appellate Body issues reports on rare earth disputes
  23. re026: USTR, United States Wins Victory in Rare Earths Dispute with China: WTO Report Finds China's Export
  24. re028: Reuters, CORRECTED-Rare earths miner Molycorp files for Chapter 11 bankruptcy
  25. re029: Neo Performance Materials, Molycorp emerges from Chapter 11 as Neo Performance Materials
  26. re030: Mining.com, Mountain Pass sells for $20.5 million
  27. re031: Federal Register, In the matter of MP Mine Operations LLC: order approving direct transfers of control
  28. re032: Reuters, U.S. rare earths miner MP Materials to go public in $1.47 billion deal
  29. re033: Xinhua, Xi Jinping makes inspection tour in Jiangxi
  30. re034: Reuters, China sets up new state-owned rare earth group following merger
  31. re035: Reuters, Rare earth firms' stocks soar on U.S.-China trade war speculation
  32. re036: SASAC, Announcement on the China Rare Earth Group
  33. re037: Reuters, Greenland bans uranium mining, halting rare earths project
  34. re038: Reuters, China bans export of rare earths processing tech over national security
  35. re039: Rawmaterials.net, China Issues Second Rare Earth Quotas for 2024 - Output Up 5.9%
  36. re040: Mining Weekly, China 2024 rare earths quota growth set to slow amid supply glut
  37. re042: Reuters, China quietly issues 2025 rare earth quotas, sources say
  38. re043: Reuters, China tightens grip over rare earth supply quotas
  39. re044: Reuters, China suspends ban on exports of gallium, germanium and antimony to the US
  40. re045: IEA, Executive summary - Global Critical Minerals Outlook 2025
  41. re046: Reuters, Armed group says it takes control of Myanmar rare earth mining hub
  42. re047: Stimson Center, Rare Earth Mining in Myanmar Expands to TNLA-Held Territory • Stimson Center
  43. re048: Reuters, EXCLUSIVE: Why China's ultimatum to Myanmar rebels threatens global supply of heavy rare earths
  44. re049: Reuters, Myanmar rebels disrupt China rare earth trade, sparking regional scramble
  45. re050: ISP Myanmar, Myanmar Exported USD 620M Worth of Rare Earths to China in 2025
  46. re051: Department of Defense, DoD Awards Key Contract for Domestic Heavy Rare Earth Separation Capability
  47. re052: Reuters, Lynas Rare Earths signs updated contract with US government for Texas facility, shares rise
  48. re053: Mining Weekly, Lynas begins first heavy rare earth output outside China
  49. re054: EUR-Lex, Regulation (EU) 2024/1252 on critical raw materials
  50. re055: Reuters, Australia grants further $257 mln for Iluka's rare earths refinery amid cost blowout
  51. re056: Reuters, Solvay launches rare earth processing expansion amid China restrictions
  52. re057: Neo Performance Materials, Neo opens state-of-the-art permanent magnet facility in Europe
  53. re058: Japan Times, Japan identifies large share of rare earths in deep-sea mud off remote island
  54. re059: Reuters, Automakers warn of magnet shortages
  55. re060: MOFCOM, Announcement No. 18 of 2025
  56. re061: White House, Fact sheet on the November 2025 US-China trade deal
  57. re062: Reuters, report on China's rare earth controls, May 2026
  58. re064: Reuters, China's rare earth magnet shipments halve in May due to export curbs
  59. re065: Reuters, China's rare earth magnet exports to US surge in June
  60. re066: Reuters, Some European auto supplier plants shut down after China's rare earth curbs
  61. re067: Reuters, Suzuki Motor halted Swift production due to China's rare earth curbs, sources say
  62. re068: Reuters, Auto companies 'in full panic' over rare-earths bottleneck
  63. re069: Taylor Wessing, Key Changes in China's Export Control Landscape for Rare Earths
  64. re070: MOFCOM, Spokesperson answer on rare earth export approvals, December 4, 2025
  65. re071: MOFCOM, Spokesperson answer on longer-term rare earth licences, December 18, 2025
  66. re072: Reuters, EXCLUSIVE: China issues first batch of streamlined rare earth export licences, source says
  67. re073: Reuters, Exclusive: China starts work on easing rare earth export rules but short of Trump hopes, sources say
  68. re074: White House, Joint Statement on U.S.-China Economic and Trade Meeting in Geneva
  69. re075: CNBC, China keeps rare earth exports control for United States
  70. re076: Reuters, US, China tariff truce holds for now but US says Trump has final say
  71. re077: White House, Joint Statement on U.S.-China Economic and Trade Meeting in Stockholm
  72. re078: MP Materials, Public-private partnership with the Department of War, July 2025
  73. re079: Reuters, US provides rare earths miner Serra Verde with $565 million financing, stake option
  74. re080: White House, United States-Australia framework for securing supply in mining and processing of critical minerals
  75. re081: Reuters, US, Australia to invest $2 billion in critical minerals, advance Alcoa gallium project
  76. re082: White House, Memorandum of Understanding between the United States and Malaysia on critical minerals
  77. re083: Reuters, Malaysia's ban on raw rare earths exports remains despite U.S. deal, trade minister says
  78. re084: Georgetown CSET, Ministry of Commerce Notice 2025 No. 61 (translation)
  79. re085: Reuters, How China's new rare earth export controls work
  80. re086: CNBC, Trump threatens China imports tariff hike over rare earths
  81. re087: MP Materials, Partnership with the U.S. Department of War and the Saudi Arabian Mining Company
  82. re088: Economic Times, Government's Rs 7,280 crore rare earth magnet scheme draws 20 bids
  83. re089: NIST, The Department of Commerce's CHIPS Program Announces a Letter of Intent with USA Rare Earth to
  84. re090: EXIM, EXIM Approves Project Vault Loan to Launch America's Strategic Critical Minerals Reserve and
  85. re091: Reuters, US proposes critical minerals trade bloc aimed at countering China
  86. re092: Reuters, Vietnam curbs exports of refined rare earths, reaffirms ban on ore trade
  87. re093: Reuters, Malaysia renews Lynas Rare Earths operating licence for 10 years
  88. re094: Malay Mail, Malaysia weighing limited return of raw rare-earth exports
  89. re095: Reuters, China bans dual-use goods exports for Japan military over Taiwan remarks
  90. re096: Reuters, China says ban on exports of dual-use items to Japan to only hit military companies
  91. re098: NIST, Department of Commerce Announces CHIPS Incentives Letter of Intent with Vulcan Elements to
  92. re099: Reuters, Apple in $500 million rare earth magnet deal with MP to expand US supply chain
  93. re100: Reuters, US, Vulcan Elements ink deal to boost rare earth magnet supplies
  94. re101: GlobeNewswire, Solvay and Viridis sign letter of intent for rare earth materials sourcing
  95. re102: Shanghai Metals Market, Solvay to invest up to EUR 20 million in heavy rare earth separation
  96. re103: Reuters, Energy Fuels to buy Germany's VAC as rare earths magnet race heats up
  97. re104: Reuters, EXCLUSIVE: India moves to conserve its rare earths, seeks halt to Japan exports, sources say
  98. re105: Indian Express, Indian companies bag first set of licenses for Chinese RE magnet imports amid signs of Beijing
  99. re106: PIB, India's rare earth strategy: manufacturing, corridors and global integration, February 2026
  100. re107: PIB, Rare earth magnet scheme draws 20 bids, August 2026
  101. re108: Mint, China's red lines for India's auto industry emerge despite hopes of thaw
  102. re109: Journal Record, After delay, USA Rare Earth aims to hit full magnet manufacturing capacity by 2028
  103. re110: Reuters, China's heavy rare earth tap stays closed for Japan in June
  104. re112: Caixin, After China Curbs, Japan Secures 75% of Lynas' Heavy Rare Earths
  105. re113: CNBC, U.S., China announce deals after Trump-Xi summit
  106. re114: White House, Presidential Determination under Section 101 of the Defense Production Act
  107. re115: eCFR, DFARS 252.225-7052, Restriction on the acquisition of certain magnets, tantalum and tungsten
  108. re116: Neo Performance Materials, European magnet facility in commercial production, September 2026
  109. re117: MP Materials, MP Materials Reports Second Quarter 2026 Results
  110. re118: Mining Weekly, NdPr oxide price forecast to rise to $90 000/t this year - report
  111. re119: Benchmark Mineral Intelligence, Ex-China heavy rare earths up: Q3 2026 Rare Earths Price Review
  112. re120: Federal Register, Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
  113. re121: Shanghai Metals Market, China's rare earth magnet exports in August 2026
  114. re122: Yahoo Finance, China Rare-Earth Magnet Exports to US Drop Before Xi-Trump Meet
  115. re123: Rawmaterials.net, China's Dysprosium Exports Fall Sharply as Terbium Shipments Rise
  116. re124: MP Materials, MP Materials Selects Northlake, Texas, as the Site of "10X," a New U.S. Rare Earth Magnet
  117. re125: MP Materials, Independence facility
  118. re126: MP Materials, MP Materials and Apple announce $500 million partnership to produce recycled rare earth magnets
  119. re127: news.gm.com, From mine to magnet to motor: How GM is building critical supply chains for the long term
  120. re128: Dallas Business Journal, Inside MP Materials' Fort Worth rare earth magnet factory
  121. re129: Mining.com, USA Rare Earth commissions new magnet production line at Oklahoma plant
  122. re130: Vulcan Elements, $1.4 billion partnership with the US government and ReElement Technologies
  123. re131: Serra Verde, Finalization of US Government offtake agreement
  124. re132: Metal Tech News, Pentagon locks in $1.55B rare earth deal
  125. re133: Department of War, Securing rare earth elements a national security imperative, official says
  126. re134: Reuters, Trump launches $12 billion minerals stockpile to counter China
  127. re135: Iluka Resources, ASX announcement on the Eneabba refinery, June 2026
  128. re136: Reuters, Critical Metals inks 15-year Greenland rare earth deal with REalloys
  129. re137: Reuters, Japan retrieves rare earth mud from deep seabed in test mission
  130. re138: European Commission, RESourceEU Action Plan
  131. re139: Reuters, China rare earth firms halt some US shipments over geopolitical worries, sources say
  132. re140: Fortune India, US-China Trade Truce Extended to January 2027 as Trump-Xi Summit Targets Bigger Economic Deal
  133. re141: CNBC, Soybeans, planes and rare earths signify fragile U.S.-China trade truce
  134. re142: Reuters, China's rare earths dominance to overshadow Trump's talks with Xi
  135. re143: Inside Trade, White House: U.S., China have agreed to discuss critical mineral shortages
  136. re144: The Diplomat, Rare Earths at the Trump-Xi Summit: Relief Without a Resolution
  137. re145: Reuters, US Treasury's Bessent, China's He to meet on 'unfinished business' before Trump-Xi summit
  138. re146: Government of India, Request for Proposal for integrated sintered NdFeB magnet manufacturers, March 20, 2026