Latest Rare Earth Supply Chain News

A takeover offer lit up small caps, while one high-growth software name slid hard despite strong sector news. Resources dominated the winners list, but investors still punished dilution and discounted fundraisings.

ABx Group has reported exceptional rare earth extraction rates exceeding 80% from column leach tests on bulk samples at its Deep Leads project, suggesting heap leaching could outperform traditional tank methods and accelerate commercial production.

Ionic Rare Earths has secured a listing on the U.S. OTCQB Venture Market, enhancing access for American investors to its rare earth and magnet recycling ventures. This move aligns the company with North American critical minerals priorities and broadens its global investor base.

Sovereign Metals has recovered a heavy rare earth monazite concentrate from its Kasiya project tailings, revealing concentrations of critical elements that surpass those of the world’s largest producers. This discovery could add a lucrative by-product stream at minimal cost, enhancing Kasiya’s strategic value amid tightening global supply chains.

St George Mining has extended its strategic alliance with US rare earths processor REalloys to finalise potential offtake agreements for high-grade rare earths from the Araxá Project in Brazil. This move aligns with US efforts to build independent rare earth supply chains critical for defence and green technologies.

Energy Fuels Inc. has announced a proposed acquisition of Australian Strategic Materials (ASM) valued at approximately A$447 million, aiming to establish a leading Western rare earths and critical minerals producer with a fully integrated supply chain.

Energy Fuels Inc. has announced a binding agreement to acquire Australian Strategic Materials Ltd (ASM) in a deal valuing ASM at approximately A$447 million, offering shareholders a 121% premium. The acquisition aims to establish a vertically integrated Western rare earths supply chain, aligning with critical minerals strategies between the US and Australia.

ACDC Metals is progressing hydrometallurgical testwork on its Goschen Central rare earth project and advancing its White Hills gold exploration licence, aligning with Australia's new $1.2 billion Critical Minerals Strategic Reserve.

Australian Rare Earths has demonstrated a low-risk, scalable process producing a high-purity mixed rare earth oxide with 99.9% recovery, positioning its Koppamurra project as a strategic supplier amid tightening global rare earth markets.

St George Mining reports outstanding new drill results from its Araxá Rare Earths and Niobium Project, revealing thick, high-grade mineralisation beyond the current resource boundary. These findings underpin a significant resource upgrade and bolster the project's economic prospects.

Victory Metals reports breakthrough metallurgical results at North Stanmore, slashing rare earth leach times and boosting critical mineral grades, while advancing strategic ties with Sumitomo and U.S. advisors.

St George Mining has announced a significant high-grade niobium discovery 400 metres outside its existing Araxá Mineral Resource Estimate, potentially expanding one of the world’s premier niobium projects.