Latest Rare Earths Sector News

Vital Metals has raised A$12.47 million in the second half of 2025 to fund its Tardiff Pre-Feasibility Study, underpinning the development of its high-grade rare earths project in Canada. The strong investor backing follows a robust July 2025 Scoping Study highlighting significant economic potential.

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.

Kaili Resources has initiated a targeted Aircore drilling campaign across its Mallee Project tenements in South Australia, aiming to unlock rare earth element potential within the Loxton/Parilla Sands. This early-stage program follows promising regional exploration and seeks to refine future drilling focus.

Gold Mountain Limited has reported promising assay results from its Irajuba Prospect in Brazil, revealing significant extensions to rare earth mineralisation and setting the stage for expanded resource drilling.

Critica Limited has successfully closed the second tranche of its $8 million placement, issuing over 92 million shares and options to accelerate development at its Jupiter Rare Earth Project.

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.

Critica Limited has launched a pivotal Scoping Study for its Jupiter Rare Earth Project in Western Australia, appointing Sedgman to define a capital-efficient development pathway. This marks a strategic shift from technical validation to structured economic assessment.

MRG Metals has completed its acquisition of the Garies Rare Earth Project, adding a high-grade, magnet-rich rare earth asset in South Africa to its portfolio. This move significantly boosts the company’s exposure to critical minerals essential for emerging technologies.

Amanda Lacaze, the CEO who transformed Lynas Rare Earths from a struggling startup to an ASX50 powerhouse, has announced her retirement. The company is now searching for a new leader to guide its next growth phase.

Patagonia Lithium has entered a strategic partnership with Ameerex Corporation, aiming to bolster investment and development in its Formentera lithium project and Brazilian rare earth ventures.

US1 Critical Minerals has obtained a Federal Court undertaking preventing the transfer or encumbrance of disputed Rare Earth tenements in California, with a trial scheduled for April 2026.