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News
Aclara JOGMEC Brazil Heavy Rare Earth JV Explained
5+ day, 22+ hour ago (417+ words) Rare Earth Exchanges Aclara Resources Signs JOGMEC Heavy Rare Earth JV - Japan Can Earn 30% and Secure Future Brazilian Supply - JOGMEC will solely fund up to US$3M over three years, with an option for an additional US$1.5M, to earn a 30% interest…...
Brazilian Rare Earths Monte Alto Development Update
6+ day, 23+ hour ago (468+ words) Monte Alto's unusual geology may be equally consequential. Da Veiga describes mineralization including chevkinite (a rare, complex titanium silicate mineral rich in rare-earth elements, iron, and thorium) and explains that naturally occurring uranium radiation over geological time altered portions of…...
Brazil Critical Minerals Policy R$7 Billion Explained
1+ week, 20+ hour ago (189+ words) Brazil has plenty of rare earths. What it lacks is enough of the machinery between the mine and the magnet. Congress has approved a national critical-minerals policy offering R$7 billion (roughly US$1.4 billion) through a R$2 billion guarantee fund and…...
Australian Rare Earth Offtake Deals Western Supply Shift
1+ week, 1+ day ago (229+ words) The researchers built a dataset covering agreements from 2002 through August 2025, using company reports and stock-exchange filings. Of 71 agreements, 37 were classified as binding offtakes or heads of agreement and 34 as less-binding MOUs or letters of intent. The geopolitical shift is striking:…...
US Critical Minerals Deals Africa Transparency Concerns
1+ week, 5+ day ago (196+ words) Public Citizen deserves credit for asking who benefits from Western mineral security. Its review says the administration referenced 38 mineral MOUs or frameworks completed or under negotiation, while Public Citizen could independently identify only 28 and found fewer than half of announced…...
DFC Harena Rare Earths Madagascar Investment Explained
1+ week, 6+ day ago (202+ words) Africa is becoming a chessboard in Great Powers Era 2.0™, but China began playing several moves earlier. America and Europe need African partnerships not simply to secure mines, but to construct mine-to-separation-to-metal-to-magnet supply chains outside China. Ampasindava illustrates both the opportunity…...
Viridis Mining Brazil Mine-to-Magnet Chain Explained
2+ week, 2+ day ago (118+ words) Rare Earth Exchanges The upstream scale is considerably larger. Viridis reports a 493-million-tonne Colossus Mineral Resource averaging 2,508 ppm TREO, including 329 Mt Measured and Indicated. That is a mineral resource—not 493 Mt of rare-earth oxides—an important distinction investors should preserve....
Argentina Copper Pipeline 2035 Investment Outlook
2+ week, 6+ day ago (297+ words) That distinction matters. Mining more minerals does not automatically diversify the Western supply chain if concentrates ultimately flow into Chinese processing networks. The Institute report itself recognizes this problem: China remains dominant across processing of many strategic minerals, while Chinese…...
GRINM 2026-2030 Rare Earth Industrial Strategy Explained
3+ week, 2+ day ago (156+ words) Days before this article appeared, GRINM met China Rare Earth Group to deepen cooperation spanning technology R&D, commercialization, intelligent manufacturing and industrial deployment. GRINM separately describes rare earths as one of its most important businesses and a “national strategic…...
Southern Alliance Mining Malaysia Heavy Rare Earths
3+ week, 5+ day ago (209+ words) The meeting matters well beyond Malaysia. In Great Powers Era 2.0™, globalization is not disappearing—it is being renegotiated. Resource-rich low- and middle-income countries increasingly want more than royalties from exporting raw materials. They want processing, technology, skilled employment, and a…...