Core Insights - Aclara Resources Inc. is developing a mine-to-magnet supply chain for heavy rare earths to reduce reliance on China [4] - The company is advancing rare ionic clay deposits in Brazil and Chile, with a focus on the Carina project, which aims for a pre-feasibility study in October and production start in 2028 [4] - Aclara plans to establish a U.S.-based separation facility to supply dysprosium and terbium for electric vehicles and permanent magnets [4] Company Overview - Aclara Resources Inc. is listed on the TSX under the ticker ARA and is focused on rare earth elements [4] - The company is working on producing rare earth metals and alloys that meet specifications for permanent magnet manufacturers, particularly in the electric vehicle sector [4] Industry Context - The development of a supply chain that bypasses China's dominance in the rare earth market is a strategic move for Aclara [4] - The increasing demand for rare earth elements, especially for electric vehicles, highlights the importance of Aclara's initiatives in the context of global supply chain dynamics [4]

USA Rare Earth shares jumped 10% in premarket trading on Friday, after a report that the mining company's CEO Barbara Humpton said it was in close discussions with the White House. ...

"We are in close communication with the administration," Humpton told CNBC's Morgan Brennan when asked whether USA Rare Earth was interested in a deal with the Trump administration.Shares of USA Rare Earth jumped in extended trading Thursday, after CEO Barbara Humpton told CNBC that the rare earth miner is "in close communcation" with the White House.USA Rare Earth shares were last up about 6% after hours. Its stock gained 23% in regular trading Thursday and has nearly doubled this year."This is a field whe ...

USA Rare Earth's Round Top deposit contains valuable heavy rare earths, such as terbium and dysprosium, which sell for hundreds to thousands of dollars per kilogram, compared to the cheaper light rare earths that competitor MP Materials produces.LCM brings 30 years of proven operating experience and stands as the only scaled producer of samarium metal outside China. It currently operates with a capacity of 1,500 metric tons, with plans to expand to 20,000 metric tons over the next decade. This metal-making ...

Core Insights - The company has secured mineral rights to underexplored areas of the Elk Creek Carbonatite Complex in Nebraska, USA, focusing on rare earth elements (REE) [1] - The acquisition includes two target areas known for REE mineralization, specifically the East Zone and West Zone [1] Summary by Categories Company Developments - The company is expanding its portfolio by acquiring highly prospective REE mineral rights [1] - The focus is on historically significant high-grade drill intercepts in the Rift Project [1] Industry Context - The Elk Creek Carbonatite Complex is identified as a key area for rare earth element exploration [1] - The acquisition aligns with growing interest in REE due to their importance in various high-tech applications [1]

Accessibility StatementSkip Navigation DENVER, Oct. 1, 2025 /PRNewswire/ - Energy Fuels Inc. ("Energy Fuels") (NYSE: UUUU) (TSX: EFR), a leading U.S. producer of uranium, rare earths, and critical minerals, today announced the pricing of $600 million aggregate principal amount of 0.75% Convertible Senior Notes due 2031 (the "notes") in a private placement (the "offering") to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (t ...

Core Insights - Wall Street is closely monitoring rare earth stocks due to their connection with the AI sector, with potential government investments and industry partnerships increasing their popularity [1] Company Summaries - MP Materials Corp (NYSE:MP) is currently trading at $31.87, up 1.4%, and has a year-to-date increase of 328.3%, despite a recent pullback from its record peak of $82.50 [2] - USA Rare Earth Inc (NASDAQ:USAR) is trading at $17.48, up 0.9%, following the acquisition of rare earth metals manufacturer LCM for $217 million and the appointment of Barbara Humpton as CEO. The stock has increased by 193.7% in the last six months [3] - Ramaco Resources Inc (NASDAQ:METC) is trading at $31.82, up 1.2%, with a 217.7% lead for 2025. The stock reached an all-time high of $33.40 recently [4] Market Activity - Despite strong performance from all three stocks, METC is experiencing unusual options activity, with 11,000 puts traded, which is double the typical volume. The most popular contract is the weekly 11/7 12.50-strike put [5]

U.S. International Development Finance Corporation Provides Project Development Funding of US$ 4.6 Million to the Songwe Hill Rare Earth Mining Project in Malawi CALGARY, AB / ACCESS Newswire / September 29, 2025 / Mkango Resources Ltd (AIM:MKA)(TSX-V:MKA) ("Mkango" or the "Company") is pleased to announce that its indirect wholly owned subsidiary, Lancaster Exploration Limited ("MKAR," to be renamed Mkango Rare Earths Limited) has entered into a Project Development Funding Agreement (the "Agreement") with ...

Key Points London's "Financial Times" just reported on a new competitive threat to MP Materials. Minnesotan start-up Niron Magnetics says it can make better magnets out of common iron and nitrogen. Industry and government have contributed about $220 million in support to Niron so far. 10 stocks we like better than MP Materials › MP Materials (NYSE: MP) stock tumbled 9% through 3 p.m. ET Friday after London's Financial Times reported on a potential competitive threat to MP's vast investments (alrea ...

Group 1 - President Trump announced a 25% tariff on all heavy trucks manufactured outside the U.S., effective October 1, 2025, aimed at protecting domestic industry [2][9] - Companies like PACCAR Inc. and Daimler Truck Holding could be directly impacted by these protectionist measures [2] - The new tariffs may exacerbate existing trade frictions between the U.S. and China, despite the Chinese Premier's recent call for stable U.S. ties [3][9] Group 2 - Australian miner Lynas Rare Earths Ltd is on track to record its strongest quarter of market gains in nearly a decade, benefiting from escalating US-China trade tensions [4][9] - The financial markets are experiencing significant shifts, with bank reserves at the Federal Reserve falling below $3 trillion, indicating a notable liquidity drain [5][9] Group 3 - Economic growth in EBRD countries is edging higher, but the looming threat of tariffs presents a significant headwind for these emerging economies [6][9]