Latest Rare Earth Supply Chain News

Dalaroo Metals has initiated its maiden field program at the Blue Lagoon zirconium, niobium, and rare earth project in Greenland, aiming to validate historic geochemical anomalies and unlock strategic critical minerals. The work is led by a seasoned Greenland geologist and aligns with growing US interest in diversifying rare earth supply chains.

Lynas Rare Earths has achieved record quarterly production of key rare earth elements and reported a strong 38% increase in sales revenue, while advancing its Mt Weld expansion and signing strategic MOUs in Malaysia.

Australian Strategic Materials (ASM) reports significant progress in Q2 2025, including its first commercial heavy rare earth metals sale and a transformative low-cost production pathway at its Dubbo Project.

Meteoric Resources has released a robust Pre-Feasibility Study for its Caldeira rare earths project in Brazil, highlighting a low-cost, long-life deposit with strong government backing and a targeted production start in 2028.

Meteoric Resources’ Pre-Feasibility Study confirms the Caldeira Project in Brazil as a globally significant rare earths deposit, boasting robust economics, low operating costs, and strong sustainability credentials. The study underpins a 20-year mine life with substantial growth potential amid rising global demand for critical minerals.

Australian Strategic Materials has closed its Share Purchase Plan substantially oversubscribed, raising nearly four times its target to accelerate key growth projects including US expansion and ramping up its Korean Metals Plant.

Australian Rare Earths Limited (ASX, AR3) reports strong progress in rare earth recovery and uranium exploration, alongside a successful capital raise and strategic U.S. government registrations.

Osmond Resources has verified monazite as the dominant rare earth mineral at its Orión Project in Spain, highlighting elevated levels of critical magnetic rare earth elements. A maiden drilling program and ongoing metallurgical testing aim to advance the project as a strategic EU supply source.

Ionic Rare Earths’ Brazilian joint venture Viridion has secured land and government backing to build South America’s inaugural rare earth refining and recycling centre, aiming to start operations by late 2026.

Catalina Resources has launched a reverse circulation drilling campaign at its Laverton project, aiming to extend high-grade rare earth and gold mineralisation just 2km from the Mt Weld mine. The program seeks to confirm structural links to one of the world’s richest rare earth deposits.

Critica Limited reports breakthrough metallurgical test results at its Jupiter Project, achieving a 95% mass reduction and upgrading rare earth grades, including heavy rare earth oxides. This positions Jupiter as a key player in Australia’s strategic rare earth supply chain.

Australian Strategic Materials unveils a transformative heap leach approach for its Dubbo Project, cutting upfront capital costs by over half and accelerating rare earth oxide production amid rising global demand.