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 ...

By Julia Payne and Divya Rajagopal BRUSSELS/TORONTO (Reuters) -Group of Seven (G7) members and the European Union are considering price floors to promote rare earth production, as well as taxes on some Chinese exports to incentivise investment, four sources with knowledge of the discussions told Reuters. Rare earths are difficult-to-extract metallic elements critical to the manufacture of products including cell phones, cars and high-tech weapons. China, the world's leading producer of rare earths, surp ...

Group 1 - Ecora is a royalty company focused on critical minerals and holds a 0.85% Gross Revenue Royalty on the Phalaborwa rare earths project in South Africa [1] - Rainbow Rare Earths Limited announced further successful results from ongoing test work for the Phalaborwa rare earths project [1]

Business Overview and Strategy - Lynas Rare Earths operates in a growing and dynamic market, expecting government initiatives to expand the rare earths industry[19] - The company is focused on consolidating performance and optimizing returns from its 2025 capital investments[54] - Lynas is pursuing a "Towards 2030" strategy with growth pillars including adding resources and scale, increasing downstream capacity, and expanding into the outside China metal and magnet supply chain[55] Production and Capacity - Mt Weld operations have expanded, increasing processing capacity to support 12ktpa NdPr finished product[41] - The Kalgoorlie Rare Earths Processing Facility has a nameplate capacity to produce MREC to support 9.0ktpa NdPr finished product[43] - Lynas Malaysia has expanded its Solvent Extraction and Product Finishing uplift to 10.5kt p.a nameplate capacity[46] Financial Performance - Lynas released FY25 results and launched "Towards 2030" strategy, completing a $750 million equity raising[31] - Lynas achieved record NdPr production in the June quarter, reaching 2,080 tonnes[46] - Lynas' Net Profit After Tax (NPAT) for FY25 was A$8 million[35] Market Dynamics - Forecast demand for rare earths is strong, particularly for magnet demand in future-facing technologies[25, 29] - Customers are increasingly aware of the risks of concentrated supply chains and are taking action[23]

Core Viewpoint - Brazilian Rare Earths Limited (BRE) has received final operating authorization from Brazil's National Authority on Nuclear Safety (ANSN) to operate its rare earth pilot plant and laboratory facility within the Camaçari Petrochemical Complex, marking a significant regulatory milestone for the company [1][5]. Group 1: Regulatory Approval - The approval from ANSN is the last regulatory permit needed to commence pilot operations, which are anticipated to begin in mid-2026 [2]. - The pilot plant will focus on optimizing beneficiation and hydrometallurgy processes for BRE's high-grade and ultra-high grade rare earth mineralization, confirming technical parameters and supporting downstream process development [2][5]. Group 2: Strategic Location - The Camaçari Petrochemical Complex, located approximately 260 km northeast of the Monte Alto Project, is chosen for future industrial-scale rare earth processing due to its established infrastructure and streamlined permitting processes [3][6]. - The location is expected to enhance the commercial competitiveness of a future commercial scale rare earths processing plant by providing operational advantages and access to a skilled workforce [3][6]. Group 3: Management Insights - BRE's Managing Director and CEO, Bernardo da Veiga, emphasized that the selection of Camaçari was strategic, highlighting the benefits of coordinated permitting, world-class infrastructure, and a skilled workforce that will lower risks and shorten timelines [4][5]. - The Federal authorization reflects strong government engagement and the company's commitment to operating at the highest safety standards as it transitions from rare earth discovery to development [4].

Lindian Resources Limited| ASX: LIN | www.lindianresources.com.au | ACN 090 772 222 Kangankunde Rare Earths Project Iluka Eneabba Rare Earths Refinery For personal use only Not for release to US wire services or distribution in the United States Kangankunde Rare Earths Project Corporate Presentation Institutional Placement and Final Investment Decision 20 August 2025 Lindian Resources Limited| ASX: LIN | www.lindianresources.com.au | ACN 090 772 222 11 IMPORTANT INFORMATION Disclaimer The material in this p ...

ASX: ARU Not for release to US wire services or distribution in the United States. For personal use only Arafura Rare Earths Investor Presentation August 2025 Disclaimer This presentation is dated 20 August 2025 and has been prepared by Arafura Rare Earths Limited ("Arafura", "Arafura Rare Earths" or the "Company") in relation to an offer of shares in the Company via an institutional placement of ~A$80m, and an offer of shares under a share purchase plan (the Offer). This presentation is of a summary form o ...

Core Insights - Appia Rare Earths Corp. is implementing a multi-jurisdictional exploration strategy focusing on rare earth and uranium projects, with significant updates on their PCH rare earth project in Brazil and other projects in Saskatchewan and the Athabasca Basin [4]. Company Overview - Appia Rare Earths Corp. is listed on the CSE under the ticker API and on the OTCQB as APAAF, focusing on rare earth elements and uranium exploration [4]. Exploration Strategy - The company is launching a 100-hole drilling program at the PCH rare earth project in Brazil to update their NI 43-101 resource [4]. - Geological surveys at the Alces Lake project in Saskatchewan and the Otherside Uranium Project in the Athabasca Basin have identified promising targets that are larger than those at neighboring world-class deposits [4].

Financial Data and Key Metrics Changes - The company reported a net loss of $22 million or $0.10 per share in Q2, an improvement from a net loss of $26 million or $0.13 per share in Q1 [39] - Liquidity at June 30 was over $250 million, with a significant portion in cash, cash equivalents, and liquid market securities [37] - Finished product inventory was nearly $60 million, with additional inventory of vanadium and rare earth elements [38] Business Line Data and Key Metrics Changes - Uranium production increased significantly, with over 660,000 pounds mined in Q2, indicating a potential annualized rate of 2.7 million pounds [12] - The company expects to ramp up uranium production to a run rate of 2 million pounds per year, with costs projected between $23 to $30 per pound for finished goods [3][19] - Rare earth prices have improved, with NDPR prices up about 20% recently, and heavy rare earth prices in Europe significantly higher than in China [4][35] Market Data and Key Metrics Changes - The company is positioned as a leading producer of rare earth oxides, with significant demand for these critical minerals in various sectors [10][34] - The market for uranium is expected to grow, with bipartisan support in the U.S. for clean energy initiatives [10] - The company has contracts for 300,000 pounds of uranium deliveries in the last two quarters of the year, indicating strong demand [25] Company Strategy and Development Direction - The company is focused on becoming a global leader in critical minerals, with a diversified portfolio across uranium, rare earths, and heavy mineral sands [8][9] - The strategy includes ramping up uranium production while advancing rare earth separations and heavy mineral sands projects [4][30] - The company is actively pursuing additional long-term uranium sales contracts and exploring opportunities for spot sales [25][42] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's momentum and the favorable timing for uranium production, citing high grades and low costs [3] - The company is optimistic about the future of rare earths, particularly with rising prices and increasing demand [34] - Management highlighted the importance of maintaining a strong balance sheet to support ongoing and future projects [70] Other Important Information - The company has received final regulatory approvals for the Donald project, which is rich in heavy minerals [4] - The feasibility study for the Toliara project is nearing completion, with expectations for a final investment decision as early as 2026 [31][49] - The company is advancing its R&D work on recovering radium for medical technologies [11] Q&A Session Summary Question: What differentiates the company in discussions with agencies like the DOD for potential off-take or funding? - The company emphasized its operational infrastructure, multiple projects, and proven ability to deliver on commitments as key differentiators [52][54] Question: Plans to procure sufficient levels of feedstock for processing? - The company is currently constrained on feedstock, primarily relying on Chemours, but is open to procuring additional monazite from other sources [56][58] Question: Discussion on the Pinion Plain project and cost guidance? - The company noted that trucking capacity is a major limitation affecting production rates, but is working to resolve this while maintaining conservative guidance [63][66] Question: Changes in internal thought process regarding minimum cash or working capital? - The company aims to maintain a strong balance sheet to support various activities, including potential M&A and project financing [70] Question: Discussions with the Australian government regarding funding support for the Donald project? - The company has had discussions with both the Australian and U.S. governments regarding potential support for critical minerals projects [75][79] Question: Next steps for confirming the final investment decision for the Donald project? - The focus is on securing bankable offtakes and financing to prepare the project for construction [93]