Latest Rare Earths Market News

Lynas Rare Earths has secured a 10-year renewal of its Malaysian operating licence, providing a significant boost to its investment certainty and supply chain stability.

Lindian Resources has placed orders for critical long-lead plant equipment and accelerated construction at its Kangankunde Rare Earths Project, targeting first ore feed by November 2026.

St George Mining’s latest drill results from the Araxá Project in Brazil reveal thick, high-grade rare earth and niobium mineralisation starting from surface, pointing to a significant resource expansion. With ongoing 24/7 drilling and government backing, Araxá’s potential continues to grow.

Northern Minerals has made significant strides in developing its Browns Range Heavy Rare Earths Project, securing substantial funding support from US and Australian agencies alongside a $60.5 million capital raise. Exploration success and engineering progress position the company for a Final Investment Decision by late 2026.

Energy Transition Minerals signals the end of its strategic partnership with Shenghe, seeking ASX approval to lapse the Top-Up Right tied to their 2016 agreement. This marks a pivotal change as ETM diversifies beyond its Greenland rare earths project.

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.

Iluka Resources has reported a significant 19% increase in heavy mineral tonnage at its WIM100 deposit in western Victoria, enhancing the resource confidence and supporting its rare earths supply ambitions for the Eneabba refinery.

Iluka Resources reported a strong finish to 2025 with record zircon and rutile production, while advancing its Eneabba rare earth refinery and navigating softer zircon prices amid cautious 2026 guidance.

Meteoric Resources has cleared a major regulatory hurdle with the approval of its Preliminary Environmental License for the Caldeira Rare Earths Project, enabling the company to progress towards construction and first production targeted for 2028. The company also commissioned its pilot plant, producing its first batches of rare earth carbonate.

Great Northern Minerals has reported promising initial antimony assay results from its newly acquired Catalyst Ridge Project and secured a patent option for advanced rare earth flotation technology from the University of Arizona.

Enova Mining has completed over 65% of its diamond drilling program at the East Salinas rare earth project in Brazil, with initial assay results expected by early February. The drilling targets high-grade rare earth mineralisation across multiple prospects, aiming to confirm continuity and support resource development.

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.