Latest Rare Earth Supply Chain News

Hastings Technology Metals has cut its annual loss sharply, but its latest report flags a material uncertainty over whether the pre-production rare earths company can secure the funding needed for Yangibana and its proposed Thai processing plant. The uncertainty comes as Wyloo seeks to sell its 60% Yangibana stake despite a study showing attractive project economics.

Ionic Rare Earths (ASX: IXR) and US Strategic Metals have agreed to a 50-50 joint venture to develop rare earth magnet recycling facilities at a fully permitted Missouri site, backed by US$100 million in funding.

Mont Royal Resources has partnered with Alta Resource Technologies to investigate a novel protein-based method for producing high-purity rare earth oxides from the Ashram Project, aiming to deepen its processing capabilities within North America’s critical minerals supply chain.

Energy Fuels has finalized its acquisition of Australian Strategic Materials, instantly expanding its rare earth metals and alloys production and advancing its integrated mine-to-magnet strategy.

Lynas Rare Earths delivered a record A$977.9 million revenue and A$222.4 million net profit in FY26, underpinned by strong rare earth production, strategic supply agreements, and a 10-year Malaysian licence renewal.

Bayan Mining has finalised the sale of its Bayan Springs North Project to Sun Silver, securing upfront and contingent payments while retaining a 1% royalty to maintain exposure to future exploration success.

Lindian Resources confirms Kangankunde Rare Earths Project remains on track for first production in late 2026, with concurrent progress across construction, mining, and operational readiness. The company is expanding its operational footprint internationally and strengthening its team to support the transition from construction to production.

Energy Fuels Inc. reported a transformative 2024 with a major acquisition boosting its heavy mineral sands assets, a uranium production ramp-up at key US mines, and commercial rare earth oxide output from its White Mesa Mill.

American Rare Earths has partnered with Novex to tackle the critical oxide-to-metal bottleneck in the US rare earth supply chain, aiming to establish a fully domestic mine-to-magnet value chain from its Halleck Creek Project.

Viridis Mining and Minerals Limited (ASX: VMM) has halted trading of its shares pending the release of its Definitive Feasibility Study results, with the suspension expected to last until 20 August 2026 or earlier if the announcement is made sooner.

Metallium Limited has appointed key board members and executives to strengthen governance and operational capacity as it advances its Flash Joule Heating technology towards commercialisation in the US.

Lindian Resources has acquired 100% ownership of the SARECO rare earths processing plant in Kazakhstan, accelerating its downstream ambitions, while also clarifying regulatory compliance and licence validity at its Kangankunde project in Malawi.