Latest Rare Earth Supply Chain News

Axel REE Limited has reported maiden JORC Inferred Mineral Resource Estimates for rare earth elements and gallium at its Caladão Project in Brazil, alongside promising metallurgical test results and an expanded mineralised footprint.

Lynas Rare Earths delivered record quarterly sales revenue of A$200.2 million in Q1 FY26, bolstered by a successful $932 million equity raise and strategic partnerships aimed at securing critical rare earth supply chains outside China.

St George Mining showcased its Araxá rare earths and niobium project at EXPOSIBRAM 2025 in Brazil, highlighting strategic alliances with US processors and ongoing development progress. The company is positioning Araxá as a key non-China supply source amid shifting global rare earths dynamics.

Lindian Resources has taken a decisive step forward with a Final Investment Decision on its Kangankunde Rare Earths Project, underpinned by a $91.5 million institutional placement and a strategic partnership with Iluka Resources. The company is on track for production by late 2026, backed by expanded mining licenses and a new owner-operator mining model.

Ionic Rare Earths advances its global rare earths strategy with significant UK government funding, increased heavy rare earth oxide production, and a $15.6 million capital raise backed by a strategic US investor.

Lynas Rare Earths is set to boost its Heavy Rare Earths production with a new separation plant in Malaysia, aiming to meet rising global demand outside China. The A$180 million project will leverage Lynas’ Mt Weld deposit and local resources to supply critical materials for advanced manufacturing.

Arafura Rare Earths has made decisive strides in funding its Nolans Project, securing up to US$400 million in conditional and indicative investments from Australian and US government-linked financiers, alongside a strong equity raise.

Critica Limited has produced its first high-grade Mixed Rare Earth Product from the Jupiter Deposit, achieving 84% total rare earth oxides and validating its beneficiation-first processing strategy. This milestone marks a pivotal shift from exploration to development for the company.

Brazilian Rare Earths Limited has inked a decade-long heavy rare earths offtake deal with Carester and announced a major maiden resource at its Amargosa bauxite project, backed by a $120 million capital raise to accelerate development.

Northern Minerals Limited (ASX – NTU) has launched a $60.5 million equity placement to fund the development of its Browns Range Heavy Rare Earths Project in Western Australia, supported by strategic partnerships and conditional debt backing from Australian and US government agencies.

Australian Strategic Materials (ASM) reports significant progress in rare earth metals production and strategic growth, including a major capital raise and advances in its Dubbo and US projects.

St George Mining’s latest diamond drilling results at the Araxá Project confirm a significant westward extension of high-grade rare earth and niobium mineralisation, reinforcing the potential for a major resource upgrade.