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Rare earths

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.

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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.

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.

Andrew Forrest is not the only Australian billionaire taking a strategic position in rare earths.

Andrew Forrest takes control of rare earths mine, magnet maker

While his flagship company Fortescue retreats from hydrogen, Andrew Forrest’s private company has taken control of some rare earths mining and processing assets.

Ukraine’s President Volodymyr Zelensky during a meeting with US Treasury Secretary (unseen) in Kyiv to discuss a rare-minerals-for-security deal.

Ukraine rejects audacious Trump demand for half its mineral wealth

The Ukrainian president has rejected the US bid and is trying to negotiate a better deal that includes security guarantees against Russia.

US Treasury secretary Scott Bessent (left) with Ukrainian President Volodymyr Zelensky during a meeting in Kyiv.

Critical minerals deal will give Kyiv postwar ‘security shield’: US

Ukraine’s president says he is ready to do a deal to open mineral resources to US investment, as he vies for Donald Trump’s backing in the war against Russia.

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President Donald Trump speaks before signing an executive order in the Oval Office of the White House.

Trump says he wants Ukraine to supply US with rare earths

“We’re putting in hundreds of billions of dollars” into defending Ukraine, the US president said, adding he wants security of supply of rare earths in return.

January

China authorities are aiming to reduce leverage in the over-indebted property and construction sectors where some of the country’s biggest companies are teetering. Those sectors are the biggest sources of demand for steel.

The China commodities super-cycle is over. Will there be another boom?

China’s massive industrialisation and urbanisation drove a huge commodities boom that has run its course, but some executives are hopeful it will be replaced.

Gina Rinehart has a 10 per cent stake in Arafura Rare Earths, which is building the Nolans rare earths project in the Northern Territory.

Labor boosts backing of Rinehart-backed Arafura to $1b

In its biggest outlay to date, the $15 billion National Reconstruction Fund has agreed to take a $200 million equity stake in the rare earths player.

Julie Bishop in 2019.

Julie Bishop hired to advise ASX-listed Greenland explorer

Energy Transition Minerals has become the latest mining client to join the former foreign minister’s consulting stable, which includes Mineral Resources.

Donald Trump’s personal jet, carrying his son, arrives in the Greenland capital Nuuk on Monday.

Donald Trump jnr goes window-shopping for his dad in Greenland

The gambit comes at a tricky time for Copenhagen, as leaders on the mineral-rich island push harder for full independence from Denmark.

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