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Uno Minda, India updates about impact from rare-earth shortage and U.S. tariffs
In its investor update, Uno Minda mentioned that its direct dependence on rare-earth magnets is limited, with usage primarily in the sensor business. While it has seen indirect impacts from reduced OEM volumes in the EV two-wheeler segment, the company is mitigating risks through alternate sourcing from multiple regi
Hero MotoCorp, India updates about rare earth situation
In an investor update, Hero MotoCorp mentioned that the heavy rare‑earth situation remains “evolving,” but supplies are “normalized” during Q1 FY 2026 ending June and the company is “covered in the short run for both ICE and EV,” specifically through Q2 FY 2026 ending September.
Its management called rare earths an
GM signs multi-year agreement with Noveon Magnetics for U.S.-made rare earth magnets
Noveon Magnetics announced that it reached a multi-year supply agreement with General Motors to provide rare earth magnets for a wide range of vehicle components. Noveon started production prior to the development of the agreement and began rear earth magnet deliveries to GM in July 2025. Under the supply agreement,
Maruti Suzuki, India flags rare earth magnet uncertainty, weak small car sales
In its annual report for FY 2024-25, Maruti Suzuki India (MSIL) announced that a recent Chinese requirement for export licenses on rare earth magnets has created new uncertainty for the auto industry. MSIL reported no production losses so far and hopes export licenses will be issued soon.
The company also pointed to
Mahindra & Mahindra, India updates about rare earth supply risk, ramps up ICE and EV production
In an investor update, Mahindra & Mahindra confirmed there are no expected disruptions in its rare earth magnet inventory for at least the next two quarters, reaffirming that the supply chain is “comfortably covered” and that proactive steps—including substituting rare earth materials with alternatives like ferrites—
EMR Group joins CirculaREEconomy consortium to advance rare-earth magnet recycling for EVs
On July 31, EMR Group joined the GBP 11 million CirculaREEconomy (CREEM) consortium, led by Ionic Technologies, Ireland, to help build advanced circular supply chains for rare-earth magnets. The goal is to recover and reuse magnets from old EVs in a scalable and sustainable way. CREEM is part of the UK’s GBP 2.5 bill
EU discusses rare earth metals, overcapacities in EU-China Summit
On July 24, European Commission President Ursula von der Leyen issued a statement following the EU-China Summit. She stated that the EU accounts for 14.5% of China's total exports, yet China only represents 8% of its exports. This is mostly due to an increasing number of trade distortions and market access barriers.
Government of India identifies over 8.5 Mt of rare earth resources
On July 23, the Atomic Minerals Directorate for Exploration and Research (AMD), under the Department of Atomic Energy, announced its ongoing efforts to explore and augment rare earth elements (REE) across various geological regions in India. AMD estimates about 7.23 million tonnes of rare earth oxides contained in mo
VDA, Germany advocates discussion on rare earth and EV tariffs during EU-China summit
On July 23, the President of the German Association of the Automotive Industry (VDA) stated that the EU-China summit is particularly important considering the trade and geopolitical challenges. The exchange should serve as a platform to address contentious issues and promptly seek solutions. For the German automotiv
BatX Energies, Rocklink GmbH, Germany to set up India’s first rare earth recycling plant
On July 18, BatX Energies Private Limited, a critical material recovery and battery recycling company, signed a memorandum of understanding (MoU) with Germany-based Rocklink GmbH, a provider of rare earth element (REE) and specialty metal recycling. The partnership is a result of the growing cooperation under the EU–
U.S. to impose 93.5% duty on graphite imports from China
On July 17, the U.S. Commerce Department announced it had issued a determination to impose preliminary anti-dumping (AD) duties of 93.5% on anode active material (AAM), which includes both synthetic and natural graphite imports from China.
The effective tariff rate for AAM is now 160% which includes the previously a
European Parliament raises concerns about Chinese export restrictions on critical raw materials
On July 10, the European Parliament adopted a resolution about Chinese export restrictions on critical raw materials. The European Parliament stated that China’s action is unjustified and is intended to be coercive, given the country’s quasi-monopolistic position.
The resolution also underlines the need for the EU t
Ionic Technologies, Ireland secures UK government funding to lead rare earth supply chain project
On July 14, Ionic Rare Earths Limited (IonicRE) announced that its subsidiary, Ionic Technologies, has received UK Government funding for the next three years through the Advanced Propulsion Centre UK’s (APC) Collaborate programme. This funding will help build a sustainable and independent UK supply chain for rare ea
Ola Electric to deploy rare earth-free motors and in-house ABS from Q3 FY 2026
On July 14, Ola Electric announced that it has developed heavy rare earth (HRE)-free motors, scheduled for production deployment in Q3 FY 2026 (ending December 2025). The development is part of the company’s strategy to reduce costs, enhance performance, and improve supply chain resilience through vertical integratio
India plans incentive scheme for rare earth magnet production
On July 11, multiple sources reported that the Ministry of Heavy Industries stated that the Indian government is working on a scheme to incentivise domestic rare earth magnet production. It is currently under inter-ministerial consultation. It will have a financial allocation of INR 13.45 billion.
Based on multiple
U.S. DoD investing USD 400 million in MP Materials for rare earths
On July 10, rare-earth mining company MP Materials CEO Jim Litinsky said that the U.S. Department of Defense (DoD) will become its largest shareholder by buying USD 400 million of its stock and providing another USD 150 million loan.
Las Vegas-based MP Materials owns the only rare-earth mine in the U.S., at Mountain
Neo, Canada secures rare earth magnet supply deal with European Tier 1 EV supplier
On July 9, Neo Performance Materials Inc. (Neo) announced that it has secured a supply contract for a new platform of permanent rare earth magnets with a leading European Tier 1 supplier of electric vehicle (EV) traction motors for a major OEM.
The magnets will be supplied from Neo’s new rare earth magnet plant in N
Italy and Malaysia discuss collaboration on microelectronics and rare earths
On July 2, the Minister of Enterprise and Made in Italy met with the Malaysian Minister of Investment, Trade and Industry. They discussed opportunities for collaboration in the rare earth sector. They also shared their interest in strengthening cooperation in the field of applied research in semiconductor design, rec
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