Market Guidance & Regulatory Clarity
Make sense of a volatile critical-materials market.
A free, noise-filtered weekly digest, then four intelligence levels, from a daily aggregator and single-metal pricing to the full price book and executive SME advisory.
Everything you need to know and do to become knowledgeable in the critical materials industry, for stakeholders who buy, sell, produce, are entering the industry, or simply need to stay current.
TracePass Weekly
Know what moved in critical minerals this week and what it means for your supply chain. One short read every Monday, free.
- Ex-China supply moves and price spreads, filtered for what matters
- Policy and regulation milestones that affect sourcing (DFARS, EO 14415, EU CRMA)
- New producers, off-takes and projects coming online
- Every Monday, free
Commercial demand is a strategic imperative
Bloomberg Intelligence · 2025
World scrambles for rare earths to erode China's dominance from 90% to 69%
Western capex accelerates to win pricing power; provenance becomes the basis for price premiums.
Read source (opens in new tab)Fortune · 2026-05-26
America's manufacturing Achilles heel: McKinsey's warning on rare earths
Manufacturers face concentrated rare-earth exposure across automotive and industrial supply chains.
Read source (opens in new tab)The New York Times · 2025-06-09
China's samarium controls and fighter-jet supply chains
Samarium-cobalt magnets show how a single material can stall defense production.
Read source (opens in new tab)Reuters · 2026-09-24
China's rare earths dominance overshadows US–China talks
Export controls on heavy rare earths push Western supply chains toward sovereign, traceable alternatives.
Read source (opens in new tab)S&P Global Market Intelligence · 2026-04
Rare earths policy and economic resilience drive new magnet supply chains
Policy support is reshaping magnet supply chains outside China.
Read source (opens in new tab)
Regulation requiring traceability
Acquisition.gov · Effective 1 Jan 2027
DFARS 252.225-7052: Restriction on acquisition of certain magnets, tantalum and tungsten
From 1 January 2027 the restriction extends across the magnet supply chain, from mining to production.
Read source (opens in new tab)The White House · 2026-07-20
Executive Order 14415: Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
Ends most waivers for restricted materials from 1 January 2027 and directs rules requiring contractors to trace supply chains back to raw materials.
Read source (opens in new tab)EUR-Lex · 2024
Regulation (EU) 2024/1781: Ecodesign for Sustainable Products (Digital Product Passport)
Establishes the Digital Product Passport framework across product groups.
Read source (opens in new tab)EUR-Lex · 2024
Regulation (EU) 2024/1252: Critical Raw Materials Act
Sets EU benchmarks for extraction, processing and recycling and requires supply-risk monitoring.
Read source (opens in new tab)EUR-Lex · 2023
Regulation (EU) 2023/1542: Batteries and waste batteries
Introduces the battery passport and supply-chain due diligence obligations.
Read source (opens in new tab)U.S. SEC · 2017-07-14
Conflict minerals disclosure: small business compliance guide
Disclosure obligations for tin, tantalum, tungsten and gold in supply chains.
Read source (opens in new tab)
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Latest analysis
What If the Most Resilient Rare Earth Supply Chain Uses No Rare Earths?
Moog and Niron Magnetics are testing rare-earth-free permanent magnets for defense actuator applications, taking a fundamentally different approach to critical-material supply-chain risk. Instead of diversifying the source, they are…
Executive Order 14415 - July 20, 2026
By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered:
The Financing Frontier: How Traceability is De-risking Asia’s Critical Mineral Supply Chains
As Asia strengthens its critical mineral supply chains, financing is increasingly tied to transparency rather than extraction alone. Discover how digital traceability, verifiable provenance, and audit-ready data are becoming essential for unlocking investment and reducing supply chain risk.
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Benchmark prices, supply alerts and regulatory moves for NdPr, Dy and Sm, in one place.