Latest Rare Earths Market News

Lynas Rare Earths reported a 20% revenue increase in FY25 driven by higher NdPr sales, yet net profit fell sharply amid ramp-up costs and market challenges. The company completed key growth projects and unveiled its Towards 2030 strategy focused on downstream expansion.

Arafura Rare Earths has successfully completed the first tranche of its A$80 million capital raising, issuing 369.6 million new shares and securing A$70.2 million before costs. The remaining tranche awaits shareholder approval.

Lindian Resources has approved the Final Investment Decision for its Kangankunde Rare Earths Project, securing full funding and a strategic partnership with Iluka Resources. The company is raising A$91.5 million via institutional placement to advance development and expansion plans.

Lindian Resources has raised A$91.5 million through a strong institutional placement, enabling the final investment decision for the Kangankunde Rare Earths Project’s Stage 1 development with production targeted for late 2026.

European Lithium Ltd reports robust 2024 diamond drill results from its Tanbreez Rare Earth Project in Greenland, confirming consistent high-grade rare earth mineralisation with significant heavy rare earth content and promising associated metals.

Brazilian Critical Minerals Ltd reports exceptionally high rare earth element grades from in-situ recovery trials at its Ema project, confirming economic viability with low capital costs. The breakthrough supports rapid project scaling and strong market potential.

OD6 Metals has successfully produced high-quality rare earth products from its Splinter Rock project, positioning itself for premium market payability and strategic global partnerships.

The Tanzanian Mining Commission has granted consent for Shenghe Resources to acquire all remaining shares in Peak Rare Earths, advancing a major consolidation in the rare earths sector. The deal still awaits shareholder and regulatory approvals before completion.

Lindian Resources has secured a major expansion of its mining licence in Malawi, setting the stage for a significant scale-up of its Kangankunde Rare Earths Project. This regulatory win, coupled with a strategic partnership with Iluka, could transform Lindian into a key player in the global rare earths market.

OD6 Metals reports significant metallurgical advancements at its Splinter Rock Rare Earth Project, integrating Ion Exchange technology to enhance impurity removal and increase recovery rates. These improvements promise to materially improve project economics and broaden market appeal.

Lindian Resources has locked in a US$20 million funding deal and a 15-year offtake agreement with Iluka Resources, underpinning the development of its Kangankunde Rare Earths Project and aligning with Australia’s Eneabba refinery ambitions.

Iluka Resources has secured a long-term supply of rare earth concentrate from Lindian Resources’ Kangankunde mine, underpinning its Eneabba refinery’s capacity and advancing Australia’s rare earth ambitions.