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Rare Earths

All articles tagged with #rare earths

world8 days ago•2 min saved

India and Brazil sign critical minerals pact to diversify supply chains away from China

India and Brazil signed a pact to boost cooperation on critical minerals and rare earths to diversify away from China, with Modi calling it a major step toward resilient supply chains and Lula stressing renewed energy and mineral collaboration. The nine additional agreements span digital cooperation and health as the two nations aim to push bilateral trade beyond $20 billion in five years. Brazil, a major critical minerals producer, supports a wide range of industries, while India looks to broaden its supplier base after engaging with the US, France, and the EU. 2024 trade data show India’s exports to Brazil at $7.23 billion (refined petroleum main export) and Brazil’s exports to India at $5.38 billion (raw sugar main export).

via Al Jazeera|

#china-dependency #critical-minerals #india-brazil-relations

business24 days ago•7 min saved

US Hosts Global Push to Diversify Critical Mineral Supplies

Washington hosts 50+ countries for a Critical Minerals Ministerial to strengthen diversified, resilient supply chains amid China’s dominance, with talks on a minerals price floor, the Project Vault stockpile, and expanding processing capacity with allies like Australia and the EU, signaling a push to onshore critical minerals and reduce reliance on a single supplier.

via Al Jazeera|

#business #china #critical-minerals

markets25 days ago•2 min saved

US Plans $1B Critical Minerals Stockpile, Boosting MP Materials' Outlook

The White House unveiled a plan to launch a $1 billion strategic stockpile of critical minerals (Project Vault) to reduce U.S. dependence on Chinese supplies, a move investors are parsing for potential demand boosts and price stabilization for MP Materials and other rare-earth miners. MP stock traded around $59 after hitting intraday highs near $63 as the news circulated, while peers like USA Rare Earth and Ramaco Resources moved; China currently handles about 85% of global processing, underscoring why a stockpile could meaningfully affect supply dynamics. While seen as positive for securing materials, the policy adds volatility and many details remain, including financing arrangements such as USA Rare Earth's $1.6 billion LOI with the Commerce Department.

via Barron's|

#china-dominance #critical-minerals #markets

business26 days ago•4 min saved

US to curb China with $12B critical minerals stockpile

The US plans a $12 billion critical minerals stockpile (Project Vault) to counter China’s dominance, financed with $10 billion from the Export-Import Bank and $2 billion from private capital. It will stockpile minerals such as rare earths, copper and lithium via Traxys, Mercuria and Hartree Partners, aiming for about 60 days of material for emergencies and to shield manufacturers from supply shocks; membership includes major firms, though analysts say it’s a meaningful first step rather than an immediate fix.

via Financial Times|

#business #china #critical-minerals

business27 days ago•1 min saved

Trump’s Strategic Mineral Stockpile Plan Sparks Rare-Earth Rally

Trump plans Project Vault to create a private-led, strategic stockpile of critical minerals backed by a $10 billion Ex-Im loan and about $1.67 billion in private capital, aiming to reduce U.S. dependence on China; following the news, MP Materials, USA Rare Earth and Critical Metals Corp rallied on expectations of stronger domestic demand and potential government backing.

via CNBC|

#business #critical-minerals #mp-materials

world27 days ago•4 min saved

Global partners convene to diversify critical minerals amid US-China tensions

Ministers from the US, EU, UK, Japan, Australia, New Zealand and about 20 other countries meet in Washington to discuss a strategic alliance on critical minerals aimed at de-risking and diversifying supply away from China, including Australia’s A$1.2bn mineral reserve and talks on potential US price support, while also navigating ongoing tariff tensions that affect transatlantic ties.

via The Guardian|

#china #critical-minerals #international-relations

business27 days ago•4 min saved

India bets on homegrown manufacturing to weather global tensions

India's 2026-27 budget prioritizes infrastructure-led growth and a manufacturing push in seven strategic sectors—including rare earths, semiconductors and data centres—with a new tax holiday for foreign cloud investments, no direct personal tax cuts, and a shift to lower debt-to-GDP by 2030-31; markets reacted negatively to a higher securities transaction tax amid global uncertainty.

via BBC|

#business #data-centres #india-budget-2026-27

business1 month ago•3 min saved

US Rare Earth Stock Rises on Federal Financing, Lifting Price Targets

USA Rare Earth's stock rose after a nonbinding letter of intent for about $1.6 billion in federal financing and $1.5 billion in equity, prompting analysts to lift targets—up to $45. The company aims to mine about 40,000 tons of ore daily and produce 10,000 tons of rare-earth magnets annually by 2030 to help meet U.S. demand.

via Barron's|

#business #federal-financing #mining

business1 month ago•16 min saved

US bets on domestic rare earths to challenge China’s grip on supply

The Trump administration is funding another U.S. rare earth miner as part of a move to diversify critical mineral sources and reduce China’s dominance over global supply chains.

via AP News|

#business #china #policy

business1 month ago•3 min saved

Trump Bets Big on U.S. Rare-Earths With $1.6B Investment

The Trump administration announced up to $277 million in direct funding and up to $1.3 billion in loans to USA Rare Earth to bolster domestic supply chains for rare earth minerals and magnets, taking about 16 million shares plus a warrant for 17.6 million more as part of broader government equity stakes in private firms. The effort, aiming to reduce China’s dominance in critical materials, includes a Texas mine slated for 2028 and an Oklahoma magnetics project, and comes amid scrutiny over Cantor Fitzgerald’s ties to Commerce Secretary Lutnick.

via The New York Times|

#business #cantor-fitzgerald #commerce-department

business1 month ago•2 min saved

US moves to secure domestic rare-earth supply with $1.6B stake in Oklahoma firm

The US government plans a non-binding $1.6 billion investment in USA Rare Earth to fund mining, processing, metal-making, and magnet production for heavy rare earths, via a $1.3 billion loan and $277 million in federal funding. The move aims to reduce dependence on China and strengthen domestic critical-mineral supply chains, with the company also tapping private funding as part of the broader push to secure strategic resources.

via BBC|

#business #china-us-relations #critical-minerals

business1 month ago•2 min saved

US Government Takes Equity Stake in USA Rare Earth to Back Western Supply Chain

The Commerce Department plans a $1.3 billion loan and $277 million in federal funding to USA Rare Earth, in exchange for 16.1 million shares and 17.6 million warrants that would give the government an 8%–16% stake once warrants are exercised. The deal, part of a push to build a Western rare earth supply chain, funds the company’s magnet plant in Stillwater, Oklahoma, and the Round Top mine in Texas, with total project costs around $4.1 billion and about $3.5 billion already secured from cash, private funding, and the government package. Disbursement is 2026–2028 based on milestones, and the agreement is subject to final approvals; the company has already raised $1.5 billion from private investors. Shares rose more than 20% on the news.

via CNBC|

#business #commerce-department #equity-stake

world1 month ago•6 min saved

Century-Old Offer, Modern Tariffs: Greenland at the Heart of U.S.–Denmark Tensions

Amid 2026 U.S. pressure on Denmark over Greenland, the piece recalls a 1910 Danish offer to trade Greenland (rejected by the U.S.) and a 1946 Truman offer, showing Greenland’s enduring strategic value tied to rare-earth minerals and Arctic logistics; today Greenland’s leaders say the island is not for sale and seek cooperation with the U.S., even as tariffs heighten tensions.

via Indian Defence Review|

#denmark #greenland #rare-earths

business1 month ago•1 min saved

US backs USA Rare Earth with $1.6B investment for 10% stake to boost domestic minerals

The Financial Times reports the United States will invest $1.6 billion for a 10% stake in Oklahoma-based USA Rare Earth (16.1 million shares plus warrants for 17.6 million at $17.17) and pair it with a separate $1 billion private financing, as part of a broader push to onshore critical minerals for the semiconductor supply chain. The deal would support USA Rare Earth's Sierra Blanca, Texas mine and Stillwater, Oklahoma magnet facility with first-half 2026 commercial operation targeted; Cantor Fitzgerald is leading the fundraising.

via CNBC|

#business #government-investment #onshoring

world1 month ago•5 min saved

Greenland's Rare Earths: Geopolitics Loom Over Uncertain Economics

The article examines whether Greenland’s untapped critical minerals—especially rare earth elements—are worth the U.S. push in a geopolitical contest with China and Russia; while the strategic value is clear, many experts doubt the economics of developing deposits like Tanbreez due to price volatility, refining bottlenecks, and infrastructure costs, even as Washington seeks ways to diversify rare-earth supply chains.

via NBC News|

#critical-minerals #geopolitics #greenland