Core Insights - The Halleck Creek Rare Earths Project in Wyoming aims to diversify and de-risk the U.S. upstream rare earths supply chain, which is currently vulnerable due to reliance on a single domestic mine [2][3][5] - American Rare Earths (ARR) reports significant advancements in the Halleck Creek project, including successful test mining and process optimization, moving closer to becoming the next producing rare earths mine in the U.S. [4][5][11] Industry Context - The U.S. rare earths industry is heavily reliant on imports, particularly from China, creating supply chain vulnerabilities for the growing domestic magnetics industry [2][3] - The Trump Administration has invested in reshoring the rare earths industry, but the current concentration of mining and refining capacity in China poses risks [2] Project Development - Halleck Creek's initial production could meet over 57% of the light rare earths (NdPr) and 30% of critical heavy rare earths (Dy and Tb) needed for the Independence Magnetics Facility [3] - Recent technical studies indicate strong leach recoveries for light rare earths, with Pr at 85% and Nd at 84%, and encouraging recoveries for heavy rare earths, with Tb at 52% and Dy at 46% [10] Technical Milestones - Successful completion of impurity removal tests marks a significant breakthrough in processing allanite-based rare earths, reducing operational challenges and costs [6][7][8] - The project has achieved key milestones in permitting and environmental monitoring, essential for advancing towards production [9][11] Financial Position - As of September 30, 2025, ARR reported a cash position of A$21.2 million, with additional funding secured for ongoing project activities [13][14] - The company has raised A$15 million through placements and A$1.465 million via option exercises, supporting the development of the Halleck Creek project [13][14] Future Outlook - ARR plans to integrate ongoing optimization results into the Halleck Creek Pre-Feasibility Study and continue environmental and permitting activities [11][12] - The company aims to strengthen engagement with U.S. Federal and State agencies to support critical minerals strategy and funding programs [12]

Core Insights - The Halleck Creek Rare Earths Project in Wyoming aims to diversify and de-risk the U.S. rare earths supply chain, addressing the current reliance on a single domestic source [1][2][4] - American Rare Earths (ARR) reports significant advancements in the Halleck Creek project, including successful test mining and process optimization, which are crucial for its development [3][4] - The project is expected to supply a substantial portion of the necessary light and heavy rare earths for the Independence Magnetics Facility, potentially fulfilling 57% of light rare earths and 30% of critical heavy rare earths [2] Project Development and Technical Milestones - The company achieved key technical milestones, including the successful completion of impurity removal tests, which reduce processing challenges and costs associated with allanite-based rare earths [5][6][7] - Strong leach recoveries were reported, with Praseodymium and Neodymium recoveries at 85% and 84% respectively, indicating efficient extraction processes [10] - The project has a robust cash position, with A$21.2 million available as of September 30, 2025, supporting ongoing development and permitting activities [13] Environmental and Permitting Activities - Environmental monitoring and hydrological modeling are ongoing as part of the permitting requirements for the project [11] - The company is preparing to submit the permit-to-mine application to the Wyoming Department of Environmental Quality, which is a critical step for project advancement [11][12] Strategic Importance - The Halleck Creek project is positioned to reduce U.S. reliance on rare earth imports, particularly from China, while supporting the growing demand for these critical minerals essential for defense and advanced technologies [18] - The project is seen as a cornerstone for U.S. supply chain security, with plans for onsite mineral processing and separation facilities [18]

Core Insights - Verde AgriTech Ltd. has approved an accelerated development plan for its new Minas Americas Global Alliance rare earths project following a detailed review of its recent discovery and ongoing operations [1][2][4] Project Development - The company is currently operating two drill rigs, with a third expected to be operational by the end of October 2025 [1][8] - Initial drill results and confirmation of ionic clay mineralization are anticipated in Q4 2025, with a maiden mineral resource estimate (MRE) and Preliminary Economic Assessment (PEA) targeted for H1 2026 [1][4][8] Financial Position - Verde AgriTech is fully funded for the initial project work program, holding approximately C$11.5 million in cash and receivables as of the date of the announcement [5][4] Rare Earths Discovery - The recent discovery includes a continuous, clay-hosted rare earth mineralized zone covering approximately 5,500 hectares in Brazil, with significant assay results including up to 8,930 ppm Total Rare Earth Oxides (TREO) and up to 2,182 ppm Medium Rare Earth Oxides (MREO) [6][4] - The mineralization shows a strong Neodymium-Praseodymium (NdPr) component, averaging around 19% of TREO, which is beneficial for high-performance magnet applications [6][4] Upcoming Milestones - Key upcoming milestones include confirming ionic clay mineralization, releasing assay results, and publishing the maiden MRE and PEA by mid-2026 [8][4]

By Nupur Anand NEW YORK (Reuters) -JPMorgan Chase unveiled a plan on Monday to hire bankers and invest up to $10 billion in U.S. companies considered critical to national security and economic resilience, part of a broader $1.5 trillion pledge. The move is part of a 10-year initiative to facilitate, finance and invest in industries central to the growth of the U.S. economy, including defense, energy and manufacturing. Shares of the largest U.S. bank rose 1.4% before the bell. JPMorgan said it will deplo ...

By Nupur Anand NEW YORK (Reuters) -JPMorgan Chase on Monday unveiled a plan to hire more bankers and invest up to $10 billion in U.S. companies considered critical to U.S. national security and economic resilience. The move is part of a broader 10-year $1.5 trillion initiative to facilitate, finance and invest in industries central to the growth of the American economy, including defense, energy and advanced manufacturing. Shares of the largest U.S. bank were last up 1.1% before the bell. JPMorgan said ...

By Nupur Anand NEW YORK (Reuters) -JPMorgan Chase launched a $1.5 trillion plan on Monday to facilitate, finance and invest in industries deemed critical to the U.S. national security and economic resilience, including defense, energy and advanced manufacturing. As part of the 10-year initiative, the largest U.S. lender also plans to hire more bankers and invest up to $10 billion into U.S. companies through direct equity and venture capital investments, focusing on fast-growing businesses and key manufac ...

Key Points China just announced new curbs on rare-earth exports. MP Materials mines rare earths in the U.S. -- and doesn't need to import them. MP is close to earning a profit, and earnings could nearly triple in three years. 10 stocks we like better than MP Materials › Shares of MP Materials (NYSE: MP), by far the biggest of several companies working to jump-start rare-earth oxide mining and rare-earth magnet manufacturing in the United States, jumped 8.5% through 11 a.m. ET Thursday. And why? ...

Core Insights - Verde AgriTech Ltd. has commenced drilling at its rare earth discovery site in Brazil, aiming to define high-quality resources for rapid production [1][5] - The company has established a strong operational foundation in Minas Gerais, with a focus on efficient project execution without compromising its low carbon fertilizer business [3][4] Project Overview - Drilling began on October 7, 2025, with plans for a three-rig program to expedite resource definition [1][5] - The mineralized zone spans approximately 5,500 hectares and is characterized by high Total Rare Earth Oxides (TREO) and magnet grade Medium Rare Earth Oxides (MREO) [5][7] - A comprehensive Board assessment is scheduled for release on October 14, 2025, detailing the project name and milestones [4][5] Technical and Operational Highlights - The project benefits from in-house multidisciplinary teams, advanced equipment, and upgraded regional infrastructure, which enhances operational efficiency [6] - Recent assays revealed significant concentrations of TREO and MREO, with samples showing high levels of NdPr, dysprosium, and terbium, suitable for applications in electric vehicles and wind turbines [7][8]

Joining us now to discuss is George Janericus, analyst at Canicuity. George, it's great to see you. >> Nice to see you too, Melissa.>> Um, there's two issues here. That is reducing the reliance on rare earth from China and elsewhere. And then there's the issue of the momentum in the stocks.And they seem to be sort of different issues because I'm not sure if if taking a stake in a in a mining company that has a mine that just opened is going to really do the trick. But we are seeing the excitement in in the ...

Canadian rare earths company Aclara Resources is reportedly planning to invest $1.3bn across rare earth mines in South America and processing plants in the US. The company’s executive vice-president, Jose Augusto Palma, revealed the investment details during a mining industry conference, reported Reuters. Aclara Resources, a Toronto-listed miner, intends to allocate between $150m and $170m to a project in Chile and around $600m to a mine in Brazil. Additionally, Aclara Resources will allocate $300m–400m ...