The manganese price has given back most of its early 2026 gains. Supply cuts, China port stocks, steel and the Jupiter Mines (ASX: JMS) chart.

The niobium price in China is about 7 per cent lower in a year while three of four ASX niobium stocks halved. We read both charts, WA1 included.

How to read the tungsten price in 2026. The Chinese ore price is 58.6 per cent below its March high and 2.82 times its April 2025 level.

Greenland rare earths after the Tanbreez approval. What was approved, the other deposits, the European Lithium takeover vote and what Conico holds.

September 2026 saw a series of tungsten investment and supply agreements, led by US$450 million in US government funding committed to Elmet Group and a separate defence stockpile contract capped at US$2 billion (Figure 1). The announcements covered mining, chemical processing and manufacturing, with projects in Australia, Britain, Vietnam and the United States. ASX-listed EQ Resources (ASX: EQR) signed a framework agreement for a Nevada processing venture, while Elmet secured

Washington has set a hard deadline of 1 January 2027. Australian producers are on the right side of it, but only if they can prove where every gram came from. Australian critical minerals producers have been handed their clearest opening yet into the United States defence supply chain, after President Trump signed an executive order closing the loophole that let American contractors keep buying Chinese magnets, tungsten and tantalum. Executive Order 14415, signed on 20 July 2