This is your train. I'm Shery Ahn in Tokyo. I'm Heidi Stark.What's in Sydney. The top stories this hour. Asian stocks are set to start the week in positive territory as U.S. jobs data eases Recession fears.US-China trade talks is set to resume on Monday with rare earth materials in focus. President Trump says he may send Marines to join National Guard troops in Los Angeles over the objections of the state. Governor and city mayor Bloomberg reveals that metters in talks for an investment in a start up scale ...

China's ongoing restrictions on rare earth minerals have already begun to impact industries reliant on the key materials. China imposed export restrictions, which means that you now had to apply to get a license to be able to export these rare earths. We had a very short supply of these materials here in the United States.Certain auto companies have already run out. We saw Ford actually stop production of the Ford Explorer in Chicago because it hasn't been able to access these materials. There's a frustrati ...

Investment Rating - The report maintains an Underweight (UW) rating on Lynas Rare Earths and a Neutral (N) rating on MP Materials [2][9]. Core Insights - The rare earths industry is facing significant supply chain disruptions due to China's export restrictions on key heavies like Terbium and Dysprosium, which are critical for electric vehicles and advanced technologies [9]. - Despite potential trade negotiations between the US and China, the damage to the supply chain may be lasting, prompting a shift towards developing non-Chinese sources of rare earths [9]. - The oil sector is expected to see strong refining margins, with a projected surplus of 2.6 million barrels per day (mbd) in Q4 2025, leading to a price floor for Brent crude between $55-60 and WTI between $50-55 [3][15]. Rare Earths Sector Summary - China controls approximately 70% of rare earth production, 85% of processing capacity, and 99% of heavies production, which has led to a scramble for alternative sources among automakers [9]. - Lynas Rare Earths and MP Materials are identified as key beneficiaries of the push for ex-China supply, with Lynas having over 85% exposure to NdPr, which is not currently restricted [9]. - The report expresses caution regarding the sustainability of the current rally in rare earth prices and the timing of commercial production volumes from alternative sources [9]. Oil Sector Summary - The report highlights five conditions necessary for crude prices to decline, with only two expected to materialize: a surge in OECD inventories and a flattening crude curve [15]. - Refining margins are anticipated to remain strong due to limited new capacity coming online, influenced by China's export restrictions and closures of US/EU plants [3][15]. - The report suggests that product stocks are expected to build, but low starting levels should support prices and margins [15].

USA Rare Earth is building the first and largest fully domestic rare earth magnet supply chain in the U.S. USAR is currently constructing a 310k square foot rare earth sintered neo magnet manufacturing facility in Stillwater, Oklahoma. USAR also controls mining rights to the Round Top Mountain rare earth and critical minerals deposit in West Texas, which holds significant deposits of heavy rare earths, such as dysprosium and terbium, as well as gallium, beryllium, lithium and other critical tech minerals. U ...

MONTREAL, June 04, 2025 (GLOBE NEWSWIRE) -- Geomega Resources Inc. (“Geomega” or the “Corporation”) (TSX.V: GMA) is pleased to provide an update on the construction of the rare earth magnet recycling plant in Saint-Hubert, Quebec. Since the last update in October 2024 (see press release), significant progress has been achieved in all of the main activities including procurement, equipment installation and electrical work. Procurement of the long lead items is now complete and the majority of equipment has n ...

SYDNEY, May 29, 2025 (GLOBE NEWSWIRE) -- Brazilian Rare Earths Limited (ASX: BRE / OTCQX: BRELY) (‘BRE’) is pleased to report exploration results at the Sulista Project area, located ~80 km southwest of the Monte Alto project. Phase two exploration has successfully propelled the Sulista Project – confirming a discovery of an ultra-high grade REE-Nb-Sc-Ta-U deposit, discovery of a new district-scale mineralised corridor, and delivering a range of outstanding drill results across multiple priority targets. Su ...

New Partnership Signals Continued Interest in American Manufacturers Seeking US-Made Magnets STILLWATER, Okla., May 27, 2025 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (USAR or the Company), which is building out America's first fully domestic rare earth element magnet production supply chain that includes the mining and processing of heavy rare earths and other critical minerals, today announced it has signed a memorandum of understanding (MOU) with Shoreview, MN-based PolarStar Magnetics (Pol ...

Group 1: Partnership and Supply Chain Development - MP Materials has signed a Memorandum of Understanding with Saudi Arabian mining company Maaden to explore and develop a fully integrated rare earth supply chain in Saudi Arabia, covering the entire value chain from mining to magnet production [1][2] - This collaboration aims to diversify and expand the global rare earth supply chain, leveraging Saudi Arabia's abundant energy resources and advanced infrastructure to meet rising demand from fast-growing industries [2] Group 2: Company Overview and Operations - MP Materials is the largest producer of rare earth materials in the Western Hemisphere, operating the Mountain Pass Rare Earth Mine and Processing Facility, the only large-scale rare earth mining site in North America [4] - The company is also developing a manufacturing facility in Fort Worth, TX, to produce neodymium-iron-boron (NdFeB) permanent magnets by the end of 2025 [4] Group 3: Market Context and Demand - Rare earth products are critical inputs in clean-tech applications, including electric vehicles and wind turbines, with a growing focus on developing domestic rare earth element capabilities independent of China [5] - The market for rare earth materials is currently dominated by China, highlighting the strategic importance of partnerships like that of MP Materials and Maaden [5] Group 4: Financial Performance - MP Materials reported Q1 2025 revenues of $60.8 million, a 25% increase year over year, but below the Zacks Consensus Estimate of $64 million [6] - The company achieved record NdPr production of 563 metric tons, a 330% increase from the previous year, with sales volumes for NdPr up 246% year over year [7] - The Materials Segment's revenues increased 14% to $55.6 million, although realized pricing declined by 16% [7] - The Magnetics segment generated revenues of $5.2 million from its first metal deliveries in March [9] Group 5: Stock Performance - MP Materials shares have increased by 34.4% year to date, outperforming the industry's growth of 7.5% [10]

SENAI CIMATEC, based in Salvador, Bahia, operates as a leading Brazilian hub for technology, innovation, and industrial development. The institution specializes in robotics, advanced manufacturing, aerospace, mineral and mining technologies. SENAI CIMATEC maintains cooperative research agreements with renowned global institutions including MIT, the University of Virginia, and the Fraunhofer Institute. A link to the full announcement can be found here. Contacts SYDNEY, May 20, 2025 (GLOBE NEWSWIRE) -- Brazil ...

MP Materials (MP) 2025 Conference May 16, 2025 09:30 AM ET Speaker0 Everybody, Speaker1 without any further delay, I would like to get started. This is the final panel of our conference this year. Thank you all for being here. This has been a great conference. Barcelona's treated us well. This panel is going to ask the question, are rare earths the ultimate strategic metal? Perhaps we have some answers with these two gentlemen here. So to to introduce them from left to right, we have Ryan Corbett, who's the ...