EveCritical Minerals

Eve Insights

Research for the elements that run the world

The themes shaping critical minerals and rare earths, distilled by Eve Research and Eve Intelligence into clear, decision-ready insight.

Themes we follow

Export controls✦Magnet supply✦Battery metals✦Recycling✦Strategic reserves✦Chokepoints✦Offtake markets✦Semiconductor minerals✦Export controls✦Magnet supply✦Battery metals✦Recycling✦Strategic reserves✦Chokepoints✦Offtake markets✦Semiconductor minerals✦

Research themes

What Eve Research is exploring

Theme previews from the Eve Insights hub. Full briefings live inside Eve.

The new map of export controls

How licensing regimes on gallium, germanium, graphite and rare earth technologies are redrawing trade routes.

Inside the magnet supply chain

Why NdPr, dysprosium and terbium sit at the heart of EVs, wind turbines and defense systems.

Battery metals beyond the headlines

Lithium, nickel, cobalt, manganese and graphite through the lens of concentration and policy.

Recycling as a strategic source

How end-of-life magnets and batteries could become a meaningful part of future supply.

The rise of strategic reserves

What stockpiling policies mean for availability and price signals.

Minerals of the chip era

Gallium, germanium, indium and tellurium in semiconductors and advanced electronics.

Theme spotlight

Export controls are the new market signal

Policy now moves critical minerals as much as supply and demand. Eve watches 190+ jurisdictions around the clock and turns new rules into plain-language briefings on who is exposed and what to do next.

  • Real-time alerts on new licensing rules
  • Exposure briefings by mineral and region
  • Scenario analysis on proposed measures

Theme spotlight

Magnets: small parts, enormous stakes

Permanent magnets power motors, generators and guidance systems. Eve Research follows the full chain from rare earth oxides to alloys and magnets, highlighting where concentration creates risk.

  • NdPr, Dy and Tb market context
  • Chokepoints from separation to magnet making
  • Alternative sourcing scenarios
57LaLanthanum
58CeCerium
59PrPraseodymium
60NdNeodymium
61PmPromethium
62SmSamarium
63EuEuropium
64GdGadolinium
65TbTerbium
66DyDysprosium
67HoHolmium
68ErErbium
69TmThulium
70YbYtterbium
71LuLutetium
21ScScandium
39YYttrium
3LiLithium
27CoCobalt
31GaGallium

Formats

Insight in the format you need

Weekly briefings

A crisp summary of what moved and why, included in every plan.

Alerts

Instant notice when something on your watchlist changes.

Theme deep-dives

Long-form research on the forces shaping each market.

Ask Eve

Turn any theme into a briefing tailored to your exposure.

Shared workspaces

Circulate insight with your team in one click.

“
In critical minerals, the best insight is not the loudest. It is the earliest, the clearest and the most actionable.
— Eve Research

How it reaches you

From theme to decision

  1. 01

    Follow themes

    Choose the minerals and topics that matter to you.

  2. 02

    Get briefed

    Receive weekly briefings and real-time alerts.

  3. 03

    Go deeper

    Ask Eve Intelligence follow-up questions in seconds.

FAQ

About Eve Insights

Who produces Eve Insights?

Eve Research and Eve Intelligence, our always-on AI analyst, working together to surface what matters.

Is Eve Insights free?

Weekly briefings are included on the free Explorer plan. Deeper research is available across paid plans.

Can I get insights on a specific mineral?

Yes. Add it to your watchlist and ask Eve for a tailored briefing at any time.

How often are themes updated?

Eve monitors markets and policy 24/7, so briefings and alerts reflect developments as they happen.

Can I share insights with my team?

Yes. Team workspaces make it easy to circulate briefings and discuss them.

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Eve Insights | Critical minerals research hub