MELBOURNE, Australia, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Ionic Rare Earths Limited (ASX: IXR), based in Australia, an emerging miner, refiner and recycler of sustainable and traceable magnet and heavy rare earths needed to develop net-zero carbon technologies, today announced that Mr Tim Harrison, Managing Director and CEO, will present live at the Australian Rare Earths & Critical Minerals Virtual Investor hosted by VirtualInvestorConferences.com, on November 19th, 2025. DATE: November 19th TIME: 1:00 PM ET ...

American Rare Earths’ Flagship Halleck Creek Project is the fast-track development to secure a long-term supply of U.S. magnet metals for national security, defence, and manufacturingDENVER, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Dear Shareholders, On behalf of the Board, I am pleased to present my address to shareholders for the 2025 Annual General Meeting at a pivotal moment for the Company and the U.S. rare earths industry. Heightened geopolitical tensions and recent restrictions on rare earths exports from ...

Core Viewpoint - The U.S. rare earths industry is at a critical juncture due to geopolitical tensions and export restrictions from China, prompting efforts to establish a domestic supply chain for rare earths [1][2]. Company Developments - American Rare Earths is advancing the Halleck Creek Rare Earths Project, which is seen as essential for reducing U.S. dependence on foreign minerals and enhancing national security [2]. - The company has made significant progress in FY2025, including a A$15 million capital raise and additional funding through options and repayments, resulting in a strong financial position of approximately A$8.8 million (US$5.6 million) available for future work [3]. - The updated JORC resource estimate for Halleck Creek confirmed 2.63 billion tonnes at 3,292 ppm TREO, positioning it among the largest rare earth deposits in the U.S. [4]. - Test mining at the Cowboy State Mine yielded 3,080 tonnes of ore, with successful leach tests demonstrating strong recoveries and low impurities [5][6]. - The company is engaged with U.S. federal and state agencies for project financing, with a non-binding letter of interest for up to US$456 million from the U.S. Export-Import Bank [4]. Technical and Permitting Progress - The permitting process for the Cowboy State Mine is underway, with a clear pathway expected to take two to three years, significantly shorter than federal approvals [4]. - Initial beneficiation optimization results from the Reflux Classifier Concentrator (RCC) showed potential for improved project economics [5]. - The company is committed to environmentally responsible mining practices and is collaborating with U.S. government-supported R&D programs for innovative extraction technologies [10]. Future Outlook - The focus for FY2026 includes completing the Pre-Feasibility Study (PFS), advancing engineering for a demonstration plant, and finalizing the permit-to-mine application [12]. - The Halleck Creek Project is positioned as a multi-generational resource that aligns with U.S. national priorities for critical mineral independence [11].

Uh for more let's bring in Karen Blanchard, lithium solar and clean tech equity analyst at Deutsche Bank. Karen, it's great to have you on and the upgrade for MP materials. Why and why now.>> Great. Thank you for having me. Um why now.Uh look, I think we are finally seeing the stock trading on the fundamental value. Um we have seen obviously a lot of um aphoria and excitement around the stock over the last few months and we really think that now um it's represent a good entry point for investor looking to g ...

Core Insights - American Rare Earths has released a preliminary updated mineral processing flowsheet for the Halleck Creek Rare Earths Project, marking a significant milestone towards establishing the next producing rare earths mine in the United States [1][4][28] Mineral Processing Flowsheet - The updated flowsheet incorporates recent hydrometallurgical test results, indicating progress in optimizing the mineral processing methods [4][12] - The ongoing optimization work is expected to enhance the recovery of rare earth elements (REEs) from the ore, with preliminary results showing promising outcomes [3][12] Beneficiation Optimization - Preliminary Reflux Classifier Concentrator (RCC) tests suggest a more efficient alternative to spirals as the primary beneficiation method, achieving a mass yield of 14.0% and a TREO recovery of 78.4% [5][15] - The RCC method demonstrated a 44% decrease in mass yield compared to spirals, with a significantly higher enrichment factor of 5.66 [17] Comminution Tests - Ongoing comminution optimization tests aim to reduce fines generated during ore processing, which could positively impact both beneficiation processing and overall REE recoveries [3][6][12] - The company is testing multiple conventional milling methods to optimize the front-end process [6][11] Future Steps - A bulk sample of Halleck Creek ore will be processed through the entire preliminary updated flowsheet, excluding the separation and finishing step, to complete the necessary datasets for the forthcoming Pre-Feasibility Study (PFS) [10][12] - The results from the ongoing optimization tests are expected to further validate the technical and economic viability of the Halleck Creek project [12][29]

Core Viewpoint - Aclara Resources Inc. and Vacuumschmelze (VAC) are enhancing their collaboration to create a fully integrated, ESG-focused rare earths supply chain for permanent magnets, with significant developments at Aclara's Carina Project pilot plant in Brazil [1][4][6]. Company Update - Aclara hosted VAC representatives at its Carina Project pilot plant in Brazil, showcasing advancements in producing approximately 150 kg of high purity mixed rare earth carbonates (MREC) through its proprietary Circular Mineral Harvesting process [2][5]. - Aclara plans to refine its high-purity MREC into individual rare earth oxides at a new separation facility in Louisiana, USA, and aims to develop metals and alloys processing capabilities at the same site [3][9]. Technical Collaboration - The visit facilitated technical discussions on product specifications, process scalability, and integration with VAC's magnet manufacturing operations, including the eVAC facility in South Carolina [4][5]. - Aclara and VAC are working towards a sustainable "mine-to-magnets" solution for various sectors, including electric vehicles and renewable energy, as formalized in a Memorandum of Understanding (MoU) signed in 2024 [6][10]. Strategic Goals - Aclara's partnership with VAC is part of a broader strategy to vertically integrate the rare earth value chain, with expectations to supply significant quantities of heavy rare earth elements by mid-2028 [8][9]. - The construction of Aclara's Louisiana separation facility is scheduled for completion by Q4 2027, aligning with VAC's upstream metallization process extension in South Carolina set for early 2027 [5][8]. Industry Context - Aclara is focused on building a vertically integrated supply chain for rare earth alloys used in permanent magnets, leveraging its patented Circular Mineral Harvesting technology to minimize environmental impact [9][10]. - VAC is a leading global producer of advanced magnetic solutions and rare earth permanent magnets, with a century of experience in material science and product development [10][11].

Energy Fuels (NYSEAM:UUUU) Q3 2025 Earnings Call November 04, 2025 11:00 AM ET Company ParticipantsRoss Bhappu - PresidentMark Chalmers - CEO and DirectorNone - NarratorNathan Longenecker - SVP and General CounselConference Call ParticipantsTatiana Lauder - AnalystHeiko Ihle - AnalystNone - AnalystNick Giles - Senior Research AnalystJoseph Reagor - Managing Director and Senior Research AnalystOperatorThank you for standing by. My name is Eric, and I will be your conference operator today. At this time, I wo ...

Core Insights - Arafura Rare Earths (ASX:ARU) has become the most-discussed stock on HotCopper forums due to a trading halt likely related to a capital raise [2][3] - Resolution Minerals (ASX:RML) has made headlines with a significant gold discovery at the Horse Heaven project, although its shares have decreased by 12.5% to 7 cents [3] - CSL Limited (ASX:CSL) experienced a significant drop of 14.9% following disappointing quarterly results and an AGM, attracting over 24,000 views on its reporting thread [4] Company Summaries - **Arafura Rare Earths (ASX:ARU)**: The company is currently in the spotlight after announcing a trading halt, which is anticipated to be for a capital raise. The stock price is noted at 37.5 cents per share [2][3] - **Resolution Minerals (ASX:RML)**: The company has reported a significant gold discovery at its Horse Heaven project, but its stock has seen a decline of 12.5%, trading at 7 cents [3] - **CSL Limited (ASX:CSL)**: Following its quarterly reporting and AGM, CSL's shares fell by 14.9%, indicating market disappointment. The broader market also shifted down by 0.4% [4]

Core Viewpoint - MP Materials stock has experienced a significant decline due to recent trade negotiations between the U.S. and China, which may lead to increased rare earth supply from China and Malaysia, potentially undermining the company's profitability [1][3][5]. Group 1: Market Reaction - MP Materials stock fell by 10.7% through 11 a.m. ET on Monday, reflecting investor concerns despite positive news for the broader market [1][4]. - The S&P 500 index rose strongly on the same day, indicating general investor optimism, but MP Materials investors remain anxious [4]. Group 2: Trade Negotiations - U.S. and Chinese negotiators have reached a framework agreement that includes China purchasing more U.S. soybeans and allowing increased rare earth exports to the U.S. [3][8]. - President Trump has also made a deal with Malaysia to accelerate the development of its rare earth deposits, which could further increase supply to the U.S. [6][8]. Group 3: Company Performance and Outlook - MP Materials stock price nearly quadrupled over the past year following a $400 million investment from the U.S. government aimed at supporting domestic rare earth mining and refining [5]. - Analysts project that MP Materials may achieve profitability by 2026, but the rapid changes in supply dynamics raise uncertainty about this outlook [7][8].

ab 21 October 2025 Global Research Rare Earths Back to Basics A 101 for a growing audience In this note we provide an introduction into rare earths, a brief history of the sector, and an explanation as to how rare earths have come to dominate headlines today. We remain positive the ex-China rare earths thematic and see recent policy announcements (including the U.S.-Australian Critical Minerals and the MP-DoD deal) as only the start of the western policy response to what is largely a China-controlled sector ...