Lynas-Japan deal ‘insulates’ from China rare earth prices
A revised deal between Australia’s Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) and Japanese customer JARE firms up supplies of heavy rare earths and creates…
Lynas Rare Earths
Rare earth supply crunch triggers global power shift
Governments and industry are scrambling to loosen China’s grip on rare earths, but new supply will arrive too slowly to prevent shortages, shifting pricing power…
West speeds up pursuit of China in supply chain race
Lynas Rare Earths (ASX: LYC), Energy Fuels (TSX: EFR; NYSE: UUUU) and MP Materials (NYSE: MP) are among Western companies chipping away at China’s enormous lead in rare earths. Leading the charge is the Lynas Mt Weld mine…
Energy Fuels eyes top Western rare earths output
A new bankable feasibility study for Energy Fuels’ (TSX: EFR; NYSE: UUUU) White Mesa mill in Utah suggests the plant could become one of the…
China-Japan rare earth spat curbs exports
China’s threats this week to restrict rare earths exports to Japan could harm the Japanese economy and manufacturers, which heavily depend on China for supplies…
Rare earth trade talks top mining trends: Wood Mac
The shift of rare earth elements to the centre of global trade negotiations is a leading trend in mining, according to a new report by…
Power cuts hit Lynas; Canaccord flags fiscal-2026 earnings risk
Lynas Rare Earths (ASX: LYC; US-OTC: LYSDY) says repeated grid interruptions this month at its new Kalgoorlie cracking-and-leaching plant will leave a shortfall in mixed…
Government equity in miners becomes U.S. norm
The Trump administration is ratcheting up government ownership in mining companies that are nominally Canadian, raising questions about whether Ottawa plans similar investments. Trump has…
Lynas flags Texas rare earths plant uncertainty
Australia’s Lynas Rare Earths (ASX: LYC), the largest rare earths producer outside China, sees “significant uncertainty” around its proposed Texas heavy rare earths plant, pivoting…
Top 10: Down Under giants adapt to global shifts
In The Northern Miner’s annual look at the world’s largest miners, Australia always figures prominently. This is third in a series after Canada and the…
MP Materials soars on $500M from Apple
Pentagon-backed MP Materials (NYSE: MP), the United States’ only producer of rare earth elements, has struck a $500-million deal with tech giant Apple (Nasdaq: AAPL)…
Lynas Rare Earths gains as China roils carmakers
Shares of Lynas Rare Earths (ASX: LYC) soared nearly 13% on Thursday to their strongest level in more than two years amid concerns over China’s…