Browsing Tag
Lynas Rare Earths
6 posts
Brazilian Rare Earths (ASX: BRE) builds toward Q3 pilot plant commissioning as Monte Alto trial mining licence sets up the next leg
China controls rare earth supply. The Pentagon set a NdPr floor at US$110/kg. Brazilian Rare Earths (ASX: BRE) sits in the middle, with a pilot plant due Q3 2026.
Lynas opens Thursday’s ASX session as rare earths rally and samarium milestone keep ASX: LYC bid
China controls the rare earths chain. Lynas Rare Earths just locked in a US$110 NdPr floor to 2038. The Malaysia heavy rare earths plant changes the maths.
Australia and South Korea sign energy security pact as Strait of Hormuz blockade hits ninth week
Hormuz is in week nine. Seoul and Canberra just signed the bilateral that locks in LNG and diesel flows. The disruption-notification clause is the real news.
Paladin, Pilbara, Lynas surge as ASX critical minerals catch up to overnight US bid
Wall Street bid for Cameco and MP Materials hit Sydney first thing. Whether ASX critical-minerals stocks hold the gains depends on Hormuz, not commodity prices.
Australian critical mineral producers push ahead with U.S. processing—What’s really driving the shift?
Australian critical minerals producers are fast-tracking U.S. processing plans. Find out how this shift impacts stocks, supply chains, and defense.
Global rare earths industry in 2025: Supply chain power, strategic projects, and investment outlook
Explore the global rare earths market in 2025: top producers, strategic demand, geopolitical risks, and the companies driving clean tech transformation.