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16.09.25 - 22:27
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U.S. Reportedly Weighing $5 Billion Rare Earth Investment Fund, Sending Miners Soaring (ZeroHedge)
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U.S. Reportedly Weighing $5 Billion Rare Earth Investment Fund, Sending Miners Soaring
The US is weighing the creation of a $5 billion mining investment fund, which would mark its largest step yet into direct dealmaking to secure critical minerals, according to a Bloomberg report out this morning.
As a result, shares of rare earth companies MP Materials and USAR are both surging higher on the news...
Ironically, the amount proposed is about half of what we suggested earlier this summer...
Or just invest $10BN in MP and USAR to kick start US rare earth production. https://t.co/ZTluZnotTn
— zerohedge (@zerohedge) June 12, 2025
Bloomberg writes that the US International Development Finance Corp. (DFC) is in talks with New York–based Orion Resource Partners to form a joint venture, though terms are still under negotiation and no deal is certain.
The proposed structure would see both parties contribute equally, scaling toward a combined $5 billion—similar to Orion's $1.2 billion partnership...
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15.09.25 - 04:02
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Locksley Resources Expands Regional Exploration Strategy after Adding 249 New Claims to Mojave Project (Small Caps)
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Locksley Resources (ASX: LKY) has increased its landholding at the Mojave rare earths project in California to more than 40 square kilometres with the staking of 249 additional claims. The new ground abuts the company's existing tenure adjacent to claims owned by US-based MP Materials, including the Mountain Pass mine—North America's only producing rare earths […]
The post Locksley Resources Expands Regional Exploration Strategy after Adding 249 New Claims to Mojave Project appeared first on Small Caps....
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09.09.25 - 05:36
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Great Northern Minerals Expands Catalyst Ridge Rare Earths Project with 96 New Lode Claims (Small Caps)
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Great Northern Minerals (ASX: GNM) has staked 96 additional lode claims to significantly expand the footprint of its recently acquired Catalyst Ridge rare earths project in California's Mojave Desert. The claims cover approximately 8 square kilometres nearby to the Mountain Pass mine and processing facility (owned by MP Materials Corp), the Mojave project (Locksley Resources, […]
The post Great Northern Minerals Expands Catalyst Ridge Rare Earths Project with 96 New Lode Claims appeared first on Small Caps....
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31.08.25 - 03:06
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Australia′s Largest Rare Earth Miner Plans US Expansion To Compete With China (ZeroHedge)
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Australia's Largest Rare Earth Miner Plans US Expansion To Compete With China
Australia's Lynas, the world's largest rare earths miner outside China, plans to raise A$825mn (US$538mn) to boost stockpiles, expand capacity, and invest in magnet makers in Malaysia and the US, according to the Financial Times. Rare earths are critical for products ranging from weapons systems and electric vehicles to medical devices and bicycles.
“We want to be able to participate, either on an operational or a supply or an equity basis in this part of the supply chain,” said Amanda Lacaze, Lynas's chief executive, during an investor call.
FT writes that the fundraising, which includes a fully underwritten share issue and an A$75mn share purchase plan for existing shareholders, comes as western governments push to counter China's dominance of rare earths. Last month, Washington bought a stake in MP Materials and set a decade-long price floor nearly double current market rates. Lynas is in talks with the U...
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27.08.25 - 06:36
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Which ASX Stocks Could Benefit as Rare Earth Prices Surge on Tightened US Supply Chains? (Small Caps)
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Prices of neodymium and praseodymium (NdPr) oxides – two rare earth elements essential for super-strong magnets – have surged to their highest levels in more than two years. The rally follows US rare earth producer MP Materials halting raw material exports to China, creating a significant gap in supply. China currently controls around 90% of […]
The post Which ASX Stocks Could Benefit as Rare Earth Prices Surge on Tightened US Supply Chains? appeared first on Small Caps....
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26.08.25 - 18:03
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With Lutnick Watching, Centrus Signs MOU To Expand Uranium Enrichment (ZeroHedge)
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With Lutnick Watching, Centrus Signs MOU To Expand Uranium Enrichment
Regular readers of ZeroHedge are well that we believe Centrus Energy could be the next obvious candidate for the U.S. government to cozy up to and acquire a stake(similar to how the Trump admin recently did with rare earth company MP Materials and of course Intel, both of which we correctly predicted ahead of time, here and here). And now Centrus is obviously doubling down on its push to bring uranium enrichment back to U.S. soil, and get some Trump love - and taxpayer funds - in the process.
The company announced yesterday it has signed a Memorandum of Understanding (MOU) with Korea Hydro & Nuclear Power (KHNP) and POSCO International to explore potential investment in expanding its enrichment plant in Piketon, Ohio.
The signing ceremony drew high-level attention, with U.S. Secretary of Commerce Howard Lutnick and Korea's Minister of Trade, Industry and Energy Kim Jung-kwan both in attendance. The deal underscores a grow...
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