rare earth elements

Western governments commit $12.1B across 30 partnerships to reduce critical mineral vulnerability as export restrictions hit record highs and supply concentration exceeds 90%.

U.S. corporations committed $9 trillion to domestic manufacturing, creating massive demand for critical minerals and energy. Federal government accelerates mining permits and invests directly in mineral producers to secure supply chains.

U.S. government cuts mining permit approvals from 10 years to 28 days while deploying $9 trillion in manufacturing investments to counter China's dominance of 15 critical minerals.

Critical Metals ($CRML) completes acquisition of 50.5% stake in Tanbreez Mining, raising ownership to 92.5%, with plans to advance rare earth production.

USA Rare Earth acquires Serra Verde Group for $2.8 billion, gaining Brazil's Pela Ema mine. Strategic move bolsters U.S. rare-earth independence, but execution risks remain significant.

Critical Metals to acquire European Lithium for $835M, consolidating Greenland rare earth assets and securing $219M cash infusion by mid-2026.

USA Rare Earth acquires Brazil's Pela Ema mine for $2.8B and partners on France processing hub, targeting $550-650M EBITDA by 2027. Stock surges 50% in month.

Critical Metals gains 92.5% control of Greenland's Tanbreez rare earth deposit with $120M U.S. backing, targeting production by late 2028.

USA Rare Earth acquires Serra Verde for $2.8B, securing Western rare earth independence with 15-year government offtake backing.

USA Rare Earth acquires Brazilian miner Serra Verde for $2.8B, diversifying rare earth supply away from Asia. Stocks rally on supply chain independence hopes.

USA Rare Earth agrees to acquire Serra Verde Group for ~$2.8B, combining rare earth mining with processing capabilities to challenge Asian dominance.

Sprott launches REXC, the first ETF exclusively targeting rare earth producers outside China, riding AI boom and government supply chain diversification efforts.

Analyst invests in REalloys, a newly public rare-earth company with integrated processing strategy, over established competitors MP Materials and USA Rare Earth.

Locksley Resources commences diamond drilling at El Campo REE prospect in California, targeting carbonatite-hosted mineralization with prior surface samples showing up to 12.1% TREO.

Odyssey Marine and American Ocean Minerals merge in $1B all-stock deal, creating publicly traded deep-sea critical minerals explorer targeting polymetallic nodules and rare-earth elements.

MP Materials trades 50% below its 52-week high at $50, backed by a $400M government partnership and plans for a second magnet factory by 2028.

Rare earth market projected to grow 57.5% to $6.3B by 2030, driven by EV adoption and renewable energy expansion, as major players advance projects and manufacturing capacity.

REalloys secures rare earth supply agreement and builds Ohio metallization capacity ahead of 2027 defense mandate banning Chinese imports from military systems.

USA Rare Earth accelerates Round Top mine timeline to late 2028, acquires Less Common Metals, and commissions Stillwater magnet facility with $3.5B in secured funding despite widening losses.

Hall Chadwick Acquisition Corp. announced plans to merge with rare earth recycling firm REEcycle Holdings in a $600M transaction, addressing U.S. critical mineral supply shortages.