KAZAKHSTAN UNCOVERS 20 MILLION TON RARE EARTH DEPOSIT—GLOBAL SUPPLY SHAKEUP AHEAD?

Mario Nawfal

@MarioNawfal
🇰🇿 KAZAKHSTAN UNCOVERS 20 MILLION TON RARE EARTH DEPOSIT—GLOBAL SUPPLY SHAKEUP AHEAD?

Kazakh geologists have found a massive rare earth metal deposit at the Zhana Kazakhstan site, with estimated reserves of over 20 million metric tons, potentially placing the country third globally behind China and Brazil.

Located 420 km from the capital, the deposit boasts neodymium, cerium, lanthanum, and yttrium—key elements for tech and green energy—at an average of 700 grams per ton, buried up to 300 meters deep.

Kazakhstan, previously off the rare earth radar, could now challenge China’s dominance, which controls 60% of global production, but questions linger about who will develop the site and how soon.

With global demand for rare earths soaring, this find could shift the balance—yet Kazakhstan’s lack of extraction tech and the West’s push to diversify supply chains might complicate its rise.

Sources: Reuters

Mario Nawfal

@MarioNawfal
🚨🇷🇺🇺🇸 U.S. AND RUSSIA LAUNCH TALKS ON JOINT RARE EARTH METALS PROJECTS

Russia and the United States have begun negotiations on joint rare earth metals projects within Russia, signaling a potential shift in global mineral strategies.

Kirill Dmitriev, Russia’s special economic envoy, confirmed talks are underway, with interest from multiple U.S. companies already expressed.

The discussions follow Putin’s recent offer to jointly explore Russia’s vast mineral reserves amid heightened global competition with China.

Rare earth metals are crucial to high-tech industries, making this cooperation strategically significant as both nations look to reduce dependence on Chinese-controlled supply chains.

Further details will emerge during the next U.S.-Russia discussions planned for mid-April in Saudi Arabia.

Mario Nawfal

@MarioNawfal
🚨🇺🇸 $8.4 BILLION RARE EARTH DISCOVERY COULD END U.S. DEPENDENCE ON CHINA

Scientists at The University of Texas at Austin have uncovered a massive domestic supply of rare earth elements buried in coal ash landfills across the U.S.

With an estimated 11 million tons available, this discovery could significantly reduce reliance on China, which currently supplies 75% of the U.S.’s rare earth needs.

The study, backed by the U.S. Department of Energy, estimates the materials hold $8.4 billion in value.

If successful, this breakthrough could reshape global supply chains and secure America’s energy future.

Source: University of Texas at Austin

Mario Nawfal

@MarioNawfal
🚨🇺🇦UKRAINE’S UNTAPPED MINERAL WEALTH—WHY IT MATTERS

Ukraine isn’t just a battleground; it’s a resource powerhouse. With key global shares in peat (2.2%), bromine (2.0%), and iron ore (1.7%), its natural wealth is undeniable.

It also holds 1.2% of the world’s titanium pigment reserves—critical for aerospace and defense—while ranking among the top 8 globally in mercury reserves.

Before the war, Ukraine was a major producer of gallium and manganese—key materials in high-tech industries.

Source: Statista