RARE EARTHS / SUPPLY NARRATIVES
Mining Supply
New mine development and operating performance determine the availability of rare-earth feedstock.
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Mining Supply
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Look inside the evidence
Company effects extracted from the reporting. Expand a row to see its source.
How to read this signal
Company impact measures the balance of beneficial and harmful developments reported about companies. It combines scored evidence into a rolling 60-day signal, with volume adjustment. It is not a stock price, an expected return or a recommendation.
Historical-background evidence carries zero weight in this dataset. Exact-text duplicates are consolidated with their contributing sources across dates and contribute to impact only on their first eligible day. Later reporting remains visible as dated evidence. Different descriptions of the same economic event can remain separate. Statement memberships describe where evidence appears, not additional independent events.
Narrative attention measures reporting activity relative to its recent baseline. Missing early values reflect the calculation’s warm-up, not zero attention. Benchmark overlays use percentage price changes on a separate axis.
Snapshot through Oct 19, 2026. Headlines are selected from the strongest scored developments in your selection, not generated summaries.
Explore the 4 underlying statements
- STATEMENTMine Development Brings New Rare-Earth Supply
- STATEMENTDevelopment Setbacks Defer Rare-Earth Mine Supply
- STATEMENTMine Performance Expands Rare-Earth Feedstock Supply
- STATEMENTMine Constraints Reduce Rare-Earth Feedstock Supply
METHODOLOGY
How this signal is built
Company news is retrieved, checked, and scored before it becomes a point on the chart. The full method covers each step, and what these charts do not tell you.
Read the methodology