Latest Rare Earth Supply Chain News

Speculative money piled into new discoveries and tight-supply metals, while a handful of small caps were sold hard on thin liquidity. The week’s biggest moves came from PGMs and tungsten on the way up, and micro-cap gas on the way down.

Australian Rare Earths Limited has raised approximately $6 million through a strategic share placement to advance its Koppamurra Rare Earths Project, underpinning its role in diversifying global rare earth supply chains.

Australian Strategic Materials reports a significant 75% jump in NdFeB alloy deliveries at its Korean Metals Plant and advances heavy rare earth production, while announcing a transformative acquisition offer from Energy Fuels Inc.

Eclipse Metals has completed significant diamond drilling at its Greenland rare earth projects, upgraded its resource estimate, and secured US government advisory support while pursuing a NASDAQ listing to boost global investor access.

New Frontier Minerals has completed its maiden drilling campaign at Harts Range and secured a binding commercial framework with Metallium Ltd, unlocking a novel processing pathway for heavy rare earth elements. Meanwhile, progress at its NWQ Copper Project and a successful capital raise position the company for growth.

Brazilian Rare Earths Limited (BRE) reports a robust scoping study for its Amargosa Bauxite-Gallium Project, alongside a strategic heavy rare earths partnership and a strong cash position to accelerate development.

Ionic Rare Earths has advanced its global rare earths strategy with a key US partnership, significant UK government funding, and progress in Brazil and Uganda, positioning itself as a critical player in sustainable magnet recycling and heavy rare earth supply.

Godolphin Resources has delivered a major upgrade to its Lewis Ponds project, increasing gold and silver resources significantly while confirming promising expansion targets. The company also raised $1.68 million to fund further development.

Northern Minerals has identified a promising new heavy rare earths target, the Vulcan prospect, through extensive drilling and soil sampling at its Browns Range project in Western Australia. This discovery, alongside advances in geological modelling and AI-driven exploration, signals a strategic step forward in the company’s rare earths ambitions.

Core Energy Minerals has launched fully funded exploration at its newly acquired Itambe Rare Earth Element project in Brazil, targeting high-grade anomalies with maiden drilling planned for the second quarter of 2026.

American Rare Earths has successfully produced Mixed Rare Earths Oxide from its Halleck Creek ore, marking a key technical milestone. The company also updated its resource estimate and strengthened leadership as it advances towards becoming a major U.S. rare earths supplier.

A takeover premium blew the doors off the Materials board this week, while one discounted equity raise did the opposite. Uranium names kept climbing on real production progress, and rare earths stayed in favour as governments and buyers circle supply.