Latest Rare Earth Supply Chain News

Lodestar Minerals has kicked off its first-ever exploration program at the Virgin Mountain Rare Earth Project in Arizona, targeting historically promising heavy and light rare earth elements amid shifting global supply dynamics.

Lynas Rare Earths faces significant power disruptions at its Kalgoorlie processing plant, causing notable production delays that ripple through its Malaysian operations. The company is urgently seeking solutions to restore output within the financial year.

St George Mining reports outstanding high-grade rare earth and niobium assay results from its Araxá Project in Brazil, signaling a significant resource expansion and upgrade. Ongoing drilling suggests the deposit remains open in all directions, reinforcing Araxá’s status as a world-class asset.

Viridis Mining and Minerals has received a significant US$100 million Letter of Interest from Export Development Canada, reinforcing the financing framework for its Colossus Rare Earths Project in Brazil. This follows prior support from French and Brazilian export credit agencies, positioning the company for a Final Investment Decision in 2026.

Energy Transition Minerals has taken a decisive legal step by asking Greenland’s High Court to remove Denmark from its rare earth project dispute, paving the way for substantive hearings on its exploitation licence claim.

Locksley Resources has partnered with Columbia University to develop cutting-edge, sustainable technologies for rare earth and critical mineral processing in the US, advancing its Mine-to-Market strategy amid growing government support.

Lion Rock Minerals has pinpointed a unique monazite-enriched granite source rich in heavy rare earths at its Minta Est Project in Cameroon, triggering an infill drilling campaign to define this promising mineralisation.

Ionic Rare Earths has signed a landmark MOU with US Strategic Metals to develop rare earth magnet recycling in Missouri, advancing the US-Australia critical minerals partnership and aiming to reduce reliance on Chinese supply.

Eclipse Metals has completed over 700 metres of diamond drilling at its Grønnedal project in Greenland, confirming continuous rare earth mineralisation and reinforcing its substantial inferred resource estimate. Drilling has now progressed to the polymetallic Ivigtût prospect, broadening the company’s critical minerals footprint.

Mont Royal Resources has re-listed on the ASX following a merger with Commerce Resources, bringing the Ashram Rare Earth and Fluorspar Deposit in Québec to the forefront of North American critical minerals development.

Northern Minerals reports a robust Definitive Feasibility Study and secures conditional funding interest, positioning Browns Range as a critical supplier of heavy rare earths by 2028.

Hastings Technology Metals and Wyloo have signed a non-binding agreement with Ucore Rare Metals to negotiate a long-term offtake for rare earth concentrate and explore US-based downstream processing.