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Rare earths

Yesterday

Sun Silver’s silver project in Elko County, Nevada.

US miners Sun Silver, American Rare Earths launch capital raisings

Brokers Canaccord Genuity, Bell Potter Securities and BMO Capital Markets had early starts on Tuesday morning.

Metoric’s capital raising comes as President Trump has been talking up Greenland as an option to gain access to rare earths minerals. But that’s no quick solution.

Meteoric Resources passes can around as two brokers hired

The miner is looking for about $35 million in fresh funds via an institutional placement.

This Month

Terra Capital’s Matt Langsford.

Little-known critical minerals stocks fuelling Terra’s 42pc return

As the US hunts for alternative sources for the vital elements, Matthew Langsford is watching Terra Capital’s investments double, triple and even quadruple in value.

Bags of concentrates sit for transport at Mountain Pass, California, the US’ only rare earths operation. The Biden administration wants to diversify its source and processing markets away from China.

Trump rare earth call adds $319m to Rinehart fortune as stocks soar

Lynas Rare Earths and Iluka Resources shares have jumped after the Pentagon said it would take a big stake in Rinehart-backed American miner MP Materials.

The F-35 fighter jet favoured by the US military contains more than 400 kilograms of rare earth materials.

China’s grip on rare earths a lethal weapon in US trade war

The world’s second-biggest economy controls about 70 per cent of production and nearly all refining. This dominance has proved potent in negotiations with Washington.

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June

An F-35 fighter jet.

China’s chokehold on obscure metal threatens Western militaries

The global superpower produces the entire world’s supply of samarium, a rare earth metal the US and its allies need to build its fighter jets, missiles and other hardware.

Few imagined the risks of China now dominating more than 70 per cent of global supplies and over 90 per cent of processed metals and magnets.

Australian rare earths miners join rush to Brazil

At least 13 small Australian miners are frantically trying their luck – and trying to raise money – to develop rare earths mines. But why are they choosing Brazilian projects rather than Australian?

Like WA Resources? Meet Tali.

West Arunta hopeful Tali Resources taps brokers for ASX listing

Tali’s tenements sit on the same patch of land in WA that helped ASX-listed WA1 Resources go from a tiddler to a near-$1 billion company.

May

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Next Rio Tinto chief urged to extend push to ‘challenging’ frontiers

Rio Tinto is facing a hostile government in Mongolia and a military junta in Guinea, but this vocal shareholder wants the frontier push to continue.

Madeleine King says Australia cannot pretend trade is fair and open when it comes to rare earths.

Australia ready to play dirty against China’s rare earths manipulation

We usually fly the flag for free trade, but the critical minerals reserve suggests the Albanese government is prepared to manipulate as well.

The Lynas Rare Earths processing plant in Kalgoorlie, Western Australia. Lynas is one of the few key suppliers of the critical minerals outside China.

King reveals details of critical minerals stockpile, vows it will pay

Australian miners will not be compelled to sell critical minerals into the federal government’s stockpile, though the resources minister believes it will generate revenue for the country.

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The energy transition will fail without more mines

Our scorecard for the government must include whether initiatives ensure more critical minerals projects come online, faster, and without cutting corners.

Iluka boss Tom O’Leary.

Iluka CEO backs efforts to loosen China’s rare earths stranglehold

Tom O’Leary says Western governments had acknowledged ‘China’s monopoly’ by acting to secure their own sources of critical minerals.

April

Amanda Lacaze, Lynas Rare Earths CEO, and federal Resources Minister Madeleine King.

Resources minister hits back at Lynas criticism

Madeleine King has hit back at criticism from Lynas chief executive Amanda Lacaze over plans to create a critical minerals stockpile.

Amanda Lacaze, CEO Lynas Rare Earths.

Lynas blasts Labor over critical minerals stockpile plan

Lynas CEO Amanda Lacaze has warned Labor’s critical minerals stockpile will be counterproductive and may damage Australia’s only rare earths producer.

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Greenpeace activists confront a deep sea mining vessel off the coast of Manzanillo, Mexico.

Trump moves to ramp up deep-sea mining for critical minerals

The US president signed an executive order to speed up permits for ocean mining to boost the supply of critical resources largely controlled by China.

President Donald Trump steps out of a red Model S Tesla vehicle on the South Lawn of the White House Tuesday, March 11, 2025, in Washington. (Pool via AP)

Trump’s critical minerals tariff probe boosts Aussie miners

Donald Trump could slap tariffs on Chinese rare earths and critical minerals to break Beijing’s dominance on key material for 21st century technology.

March

Former Perth Glory owner Tony Sage, before the club’s finances went downhill.

This Perth entrepreneur is surfing the Trump wave

Barely two years ago Tony Sage hit a low, losing control of Perth Glory soccer club. Now, thanks to Trump, he’s facing an open goal in Greenland and Ukraine.

Esper co-founders Shoaib Iqbal and Przemyslaw Lorenczak met at Monash University.

Spacetech Esper has stars in its eyes after raising from Darwin VC

The $5 million seed round was led by Northern Australia venture capital investor Paspalis Capital and Islamic financial services company Hejaz.

February

Lynas Rare Earths’ processing plant in Kalgoorlie. The miner is the biggest producer of rare earths outside China.

Lynas profit collapses as China keeps lid on rare earths prices

The development comes despite efforts by Western governments to broaden the global supply of critical minerals.

Original URL: https://www.afr.com/topic/rare-earths-hv3