The China-Japan spat now seems to be accelerating by the day, with Tokyo warning in the aftermath of Tuesday's dual use export curb announcement by China's commerce ministry that the fresh action could "impact more than 40% of Chinese exports to Japan" - according to Bloomberg.In unveiling its fresh punitive measures Tuesday, marking a serious escalation, a Chinese government spokesperson railed against Japanese Prime Minister Sanae Takaichi's "erroneous" comments from last November where she suggested her ...

Critical Metals expects to finalise the remaining 25% of offtake agreements for its Tanbreez rare earths project in Greenland by early 2026 and will be open to an investment from Washington, its top b... ...

Core Insights - Lindian Resources Ltd announced a significant improvement in the economics of its Kangankunde Rare Earths Project in Malawi, with the pre-tax net present value (NPV) increasing by A$536 million from A$1.8 billion to A$2.3 billion and the internal rate of return rising from 99% to 142% [1][8] Project Economics - The updated project metrics reflect both technical improvements and operational refinements, confirming the robustness of the Kangankunde project [2][8] - The annual production of monazite concentrate has increased from 15,300 to 20,000 tonnes, indicating a strong demand for high-grade concentrate containing approximately 55% total rare earth oxides (TREO) [3][9] Engineering and Construction - Lindian has awarded Obsidian the engineering, procurement, and construction (EPC) contract for the Stage One processing plant, selected through a global tender process [4][10] - Key changes in the processing flow sheet include transitioning from two-stage to single-stage crushing, replacing screening with cyclones, and removing cell block flotation, with capital expenditure remaining steady at approximately US$40 million [5][11] Future Expansion - A study is underway to potentially double output to 100,000 tonnes per annum, led by engineering firm Pacifico, which is expected to de-risk the development path for both Stage One and future expansions [5][11] - The market responded positively to the news, with Lindian's share price rising by around 7% following the announcement [6][12]

Major Technical BreakthroughHighlights Rare earth oxides were produced from Halleck Creek ore using the updated preliminary Pre-Feasibility Study (“PFS”) mineral processing flowsheet1A Mixed Rare Earth Oxalate and Mixed Rare Earth Oxide were created from purified leachate solution using the material from the impurity removal testing2This is the most significant technical milestone achieved for the Project to date DENVER, Dec. 16, 2025 (GLOBE NEWSWIRE) -- American Rare Earths (ASX: ARR | OTCQX: ARRNF | ADR: ...

SYDNEY, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Brazilian Rare Earths Limited (ASX: BRE / OTCQX: BRELY) (‘BRE’) is pleased to report the results of the Scoping Feasibility Study for its 100%-owned Amargosa Bauxite-Gallium Project (Amargosa, or the Project) in Bahia, Brazil. The Scoping Feasibility Study confirms that Amargosa has the potential to be a simple, capital-efficient, direct-ship-bauxite (DSB) project with strong economic returns. The current development pathway is a ~5 million tonne per annum truck-and ...

Group 1 - The upcoming year 2026 is expected to be crucial for stock pickers, as previous successful strategies may not yield the same results due to changing market conditions [2][4] - The analysts at InvestorPlace achieved significant outperformance in 2025, with their recommendations surpassing the S&P 500 by nearly 1,000 basis points [2][3] - The new strategy for Power Portfolio 2026 will shift focus from AI stocks to 11 companies poised to benefit from a significant investment boom driven by U.S. government spending [5][6] Group 2 - The U.S. government is anticipated to initiate an $11.3 trillion investment bonanza aimed at revitalizing the economy, which will be discussed in the upcoming American Dream 2.0 Summit [6][8] - PayPal Holdings Inc. is highlighted as a top stock for 2026 due to its unique position as the first payments platform integrated with ChatGPT, despite not making it into the final Power Portfolio [10][15] - FactSet Research Systems Inc. is identified as an acquisition target with a potential 20% upside over the next three years, driven by increased M&A activity and its low valuation [16][18][20] - Tronox Holdings PLC is noted for its position in the titanium dioxide market, with potential for significant upside if business conditions normalize, although it is considered too risky for the Power Portfolio [26][29]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

VANCOUVER, British Columbia, Nov. 30, 2025 (GLOBE NEWSWIRE) -- Leading Edge Materials Corp. (“Leading Edge Materials” or the “Company”) (TSXV: LEM) (Nasdaq First North: LEMSE) (OTCQB: LEMIF) (FRA: 7FL) provides a progress update on the Norra Kärr Heavy Rare Earth Elements Project (“HREE”) being developed by the Company’s wholly-owned Swedish subsidiary Greenna Mineral AB. Heavy Rare Earths Crisis The drastic shortage of heavy rare earth elements - particularly Dysprosium and Terbium – was highlighted in a R ...

Core Insights - The article discusses investment opportunities arising from government policies during President Trump's administration, particularly in the energy and technology sectors [3][5][6]. Investment Opportunities - The U.S. government has made significant investments in sectors like rare earths and uranium, leading to substantial stock price increases for companies like MP Materials Corp. and Cameco Corp. [3][4]. - The Biden administration's initiatives, such as the $555 billion Build Back Better Act, have laid the groundwork for a multitrillion-dollar investment in artificial intelligence, with estimates of a $3 trillion "AI war chest" [6][26]. Company Focus: Lithium Americas Corp. - Lithium Americas Corp. (LAC) has recently secured a $100 million investment from the U.S. government, which will acquire a 5% equity stake in the company [10]. - The company is positioned to benefit from the growing demand for lithium, especially as the U.S. aims to increase domestic production [11]. - LAC's Thacker Pass project in Nevada is expected to complete construction by 2027, despite previous regulatory challenges [11]. Company Focus: Alcoa Corp. - Alcoa Corp. (AA) has seen its stock price recover after a period of low valuations, driven by a cyclical downturn in aluminum prices [13][14]. - The demand for aluminum is expected to rise due to its applications in AI data centers, which require lightweight materials for power distribution and thermal management [15]. - Recent tariff adjustments by the Trump administration have positively impacted Alcoa's stock, with a reduction in tariffs from 50% to 25% [17][18]. Market Dynamics - The article highlights the chaotic nature of government investment strategies, particularly in AI, and the need for investors to stay informed about policy changes and market trends [24][25]. - The aluminum market is facing supply constraints, with American stockpiles dwindling, which could further drive up prices and benefit companies like Alcoa [21][22].

Group 1 - The nuclear energy portfolio has shown exceptional performance this year, supported by major technology companies and strong policy backing [1] - Rare earths are crucial for electric vehicles (EVs) and contribute to achieving net-zero goals, alongside nuclear energy [2] - The green economy has experienced a compound annual growth rate (CAGR) of approximately 14% over the past decade, indicating significant growth potential [2] Group 2 - MP Materials, a rare earths miner and magnet manufacturer, has seen its stock drop by 19% since the last analysis, despite a previous Buy rating [2] - The investing group Green Growth Giants focuses on opportunities within the fast-growing green economy, highlighting the importance of both rare earths and nuclear energy [2] - The profile of the investing group is managed by an experienced macroeconomist with over 20 years in investment management and related industries [2]