This week, the South Korean conglomerate JS Link made headlines in particular. The company is looking for capable partners in the U.S. and Malaysia and appears to have found them. As always, you’ll find the details in our roundup.
Lynas: From Memorandum of Understanding to Implementation
Australian rare earths company Lynas and South Korean magnet manufacturer JS Link plan to build a rare earth permanent magnet factory in Kuantan, Malaysia. A memorandum of understanding signed in July 2025 has now been turned into a long-term partnership, the two companies announced. The facility is expected to produce 3,000 tonnes of sintered neodymium-iron-boron (NdFeB) magnets per year.
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Mine to Magnet: REalloys and JS Link Explore Partnership
REalloys and JS Link are exploring a strategic partnership to develop an integrated North American rare earth magnet platform. The proposed collaboration could span the value chain from feedstock and processing to metallization and permanent magnet manufacturing, strengthening efforts to build non-Chinese supply chains for strategic industries.
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Gallium, Germanium, Antimony: Canada Invests in Strategic Metals
Canada plans to invest up to US$282 million in the expansion of Teck Resources’ Trail Operations. At the smelting and refining complex in British Columbia, capacity for germanium and antimony is to be doubled, while gallium would be produced there for the first time. All three metals are essential to a wide range of civilian and military applications, yet their supply chains remain heavily dominated by China.
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Carester Expands Rare Earth Project in Malaysia
French rare earth specialist Carester and Malaysia’s Malaco Mining Group have provided an update on their planned rare earth separation plant. The two partners are also seeking permits to mine the critical raw materials in Malaysia.
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Market Report: The West Builds Alternatives While China Continues to Set the Pace
Export controls, multibillion-dollar projects and interest-rate pressure shaped developments in rare earths, technology metals and precious metals in the second quarter of 2026. Our quarterly report, prepared in cooperation with raw materials trader TRADIUM GmbH, summarizes the key events and strategic decisions and assesses their impact on global raw materials markets.
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