MP Materials (MP) is a rare earth materials and magnetics company that owns and operates the Mountain Pass mine in California, the only large-scale rare earth mining and processing site in the Western Hemisphere. The company produces neodymium-praseodymium (NdPr) and other rare earth products used in high‑performance magnets for electric vehicles, wind turbines, robotics, defense systems, and advanced electronics. Additionally, it builds downstream capacity to manufacture metals, alloys, and magnets at its ...

Key Takeaways MP is the only integrated U.S. rare earth producer, spanning mining, processing and magnet manufacturing.MP Materials secured long-term deals with Apple and the DoW.Energy Fuels is growing REE output alongside uranium, but faces losses despite sharp revenue growth.MP Materials (MP) and Energy Fuels (UUUU) are two US-based companies expected to play important roles in America’s efforts to establish a secure domestic supply chain for rare earth elements (REEs) and other critical minerals.Las Veg ...

Mulberry Industries has reported that its end-to-end production ow is 60% more streamlined than industry peers, enhancing speed and eciency. This process incorporates a proprietary fth-generation Grain Boundary Diusion (GBD) technology that uses 30%–80% less heavy rare earths, which are costly and supply- constrained. The result is lighter, more powerful magnets for demanding aerospace and defense applications. NORCROSS, Ga. and LEXINGTON, Ky. , Dec. 23, 2025 /PRNewswire/ -- Mulberry Industries, a Georgia- ...

VANCOUVER, BC, Dec. 22, 2025 /PRNewswire/ - Defense Metals Corp. ("Defense Metals" or the "Company") (TSXV: DEFN) (OTCQB: DFMTF) (FSE: 35D), a company focused on the development of the Wicheeda Rare Earth Project (Wicheeda Project), located near Prince George, British Columbia, Canada today released the following joint letter from Executive Chairman Guy de Selliers and President and Chief Executive Officer Mark Tory. Joint Letter from the Executive Chairman and CEO Dear Shareholders, 2025 has been a transfo ...

Key Takeaways USA Rare Earth continues to post losses as projects remain in development without revenues.Higher operating costs and expenses weighed on margins during the third quarter of 2025.USAR plans Round Top commercial production in late 2028, keeping near-term margin pressure.USA Rare Earth, Inc. (USAR) has a strong pipeline of development projects, which includes a Round Top mining facility in Texas and a magnet manufacturing facility in Oklahoma. However, the company has been incurring losses witho ...

Core Insights - Canamera Energy Metals has completed approximately one-third of its planned drilling in the Turvolandia rare earths project in Brazil, which is a significant milestone for the company [1][5] - The drill program aims to evaluate the thickness and continuity of rare earth element mineralization across three target zones [2][5] Group 1: Project Details - The Turvolandia drill program includes around 1,000 meters of drilling, with 48–54 vertical auger drill-holes planned to depths of 20–25 meters [1][2] - The project is located in southern Minas Gerais, directly east of the Poços de Caldas alkaline complex, which is a 30 km² intrusive system [2][3] - Canamera has an option to acquire 100% ownership of the Turvolândia and São Sepé rare earth ionic clay projects through staged cash and share payments [3][4] Group 2: Financial and Operational Aspects - If the acquisition option is exercised, the vendors will retain a 1% net smelter returns royalty on production, with the possibility for Canamera to buy back half for $500,000 [4] - Additional cash payments will be required upon achieving specific technical milestones, including the release of a mineral resource estimate and a feasibility study [4] Group 3: Strategic Importance - The CEO of Canamera highlighted the geopolitical significance of Brazil as a secure source for rare earth elements amid global supply chain pressures [5]

Core Viewpoint - China's dominance in the rare earths market, built over four decades, is proving difficult for other countries, particularly the U.S., to overcome [1] Group 1: U.S. Rare Earths Supply Challenges - The U.S. has historically outsourced its rare earth supply chain to China, which controls 70% of global production and 90% of processing [4] - The average time from discovery to production of a mine in the U.S. is 29 years, making it challenging to attract investment [5] - Currently, only one rare earth mine in the U.S. is operational, which was recently acquired by MP Materials Corp. and is expanding its processing capabilities [6][7] Group 2: Efforts to Increase Domestic Production - MP Materials received a $400 million investment from the U.S. Department of Defense to expand its operations, but its production remains significantly smaller than China's [7] - Other companies, like Phoenix Tailings Inc., are attempting to recover rare earth metals from existing mine tailings, marking a new approach to domestic production [8][9] - Innovations are being pursued to reduce reliance on rare earths, such as Niron Magnetics Inc.'s development of iron nitride magnets, but these technologies require years for certification and application [9] Group 3: International Collaboration - The U.S. government is recognizing the need for international partnerships, as evidenced by funding a rare earth processing plant in Saudi Arabia and collaborating with Australia on mining projects [10]

USAR stock’s chart over the past year is full of sharp turns and unlikely comebacks. Over the past 52 weeks, the stock rose 47.94%, powered by the market’s growing hunger for rare-earth minerals that feed electric vehicle (EV) motors, wind turbines, and defense systems. Yet over the past month, shares bumped up only 2.81% likely due to the company’s Q3 numbers affecting sentiment. USAR stands further from its October high of $43.98, leaving the stock 57% below its peak.Its Round Top deposit in West Texas pa ...

Australia-based Lindian Resources has paid the final $10m (A$15.05m) tranche under a share sale agreement to acquire Rift Valley Resource Developments (RVRD), the Malawian company that owns 100% of the Kangankunde rare earths project. Located in Malawi, the Kangankunde rare earths project is one of the world’s largest and highest-grade rare earth deposits currently in development. With this payment, Lindian’s stake in RVRD has risen from 67% to 100%, transferring complete legal and beneficial ownership o ...

Core Viewpoint - Tronox Holdings plc (NYSE:TROX) has successfully raised $600 million to finance its expansion program, resulting in a 25.60% increase in stock price to $4.71 on the day of the announcement [1][4]. Group 1: Fundraising and Financial Backing - Tronox secured financial backing from Export Finance Australia (EFA) and the Export-Import Bank of the United States (EXIM) to support the development of its rare earth supply chain [2]. - The funds will be used for mine extensions, infrastructure support, and enhancing cracking and leaching capacity [2]. Group 2: Strategic Initiatives - Tronox is conducting a definitive feasibility study for a proposed cracking and leaching facility in Western Australia aimed at producing a mixed rare earth carbonate [4]. - The company plans to collaborate with downstream customers and key business partners to develop a financeable project structure aligned with its long-term capital allocation priorities [5]. Group 3: Industry Positioning - Tronox currently mines and sells tailings materials containing rare earth elements, positioning itself as a potential leading supplier of rare earth elements to support critical mineral strategies in Australia and the United States [6]. - The CEO of Tronox emphasized that this announcement marks a significant milestone in advancing the company's minerals processing operations for critical industries such as defense and advanced technology [5].