This Month
Lynas Rare Earths inks supply and pricing deal with US government
The US will pay at least $US110 per kilogram for the WA miner’s rare earths, matching the global benchmark and backing its push to secure non-Chinese supply.
Lynas sets rare earths floor price in landmark Japan deal
Government efforts to loosen China’s grip over pricing have borne fruit after the WA miner was guaranteed $US110 a kilogram for its critical minerals.
Lynas shares rally on refinery licence deal with Malaysia
A 10-year extension to Lynas’ operating licence in Malaysia gives it investment certainty and underpins the country’s intent to expand its rare earth industry.
February
Lynas cashes in on Trump’s critical minerals drive
Global demand for the rare earths critical to the defence industry has flowed through to the WA miner’s bottom line, but shareholders will miss out on a dividend.
Gold miners rush to join the large caps, pushing out blue chip names
At least four gold producers are set to reach the ASX 100 next month, forcing large and small-cap fund managers to revisit their portfolios.
‘Not helpful’: Australia against tariffs on China minerals, says King
Washington is mulling price guarantees and tariff carve-outs for allies that sign up to a market aimed at breaking China’s grip on critical minerals production.
Investors rush into ASX-listed rare earths amid Trump stockpile plan
A string of commodities hopefuls and producers saw shares rise on Tuesday after the White House unveiled a $17 billion fund to reduce reliance on China.
Trump unveils $17b critical minerals reserve to counter China
The creation of an emergency stockpile of rare earths and critical minerals is a first for the US private sector and includes players such as GE and Boeing.
January
Labor targets $10.8b fuel tax credit scheme
An influential grassroots Labor group has launched a national campaign in a bid to push the Albanese government to curtail the lucrative rebate for miners.
Floor falls out: Rare earth stocks sink as US cools on price supports
The Albanese government is pushing ahead with plans for a rare earths floor price, despite signs the US government may offer the incentive to just one miner.
Chinese shareholders launch new attack on Northern Minerals board
A Beijing-based shareholder requests meeting to remove chair Adam Handley, amid a re-examination of owners by the Foreign Investment Review Board.
Energy Transition Minerals seeks cash to prep Nasdaq listing
The ASX-listed company has pitched its flagship project Kvanefjeld, in southern Greenland, as one of the largest undeveloped rare earth deposits in the world.
Mark Johnson-chaired Dateline launches cash call; Shaws on hand
Dateline is exploring for gold and critical minerals in California, in an area that neighbours the Mountain Pass project of MP Materials, America’s largest rare earths producer.
ASM share price soars over 120pc on takeover bid, refinery in doubt
Plans to build a $740m rare earths refinery near Dubbo could be sidelined after an American suitor swooped on Australian Strategic Materials.
Japan dives for rare earths as China tightens the screws
A maritime search marks Japan’s first attempt to source critical minerals domestically, as part of the next phase of efforts to diversify supply away from China.
As metal prices rip, fund managers reveal their best ASX mining picks
Money managers are positioning for another bumper year for the ASX’s mining sector. We asked Australia’s top resources investors for their most bullish bets.
Inside China’s six-decade campaign to dominate rare earths
It was April 1964 and Chinese geologists had discovered that an iron ore mine, near Mongolia, also held the world’s largest deposit of 17 critical metals.
December 2025
Trump Jr-backed rare earth start-up scores $940m Pentagon deal
The president’s son’s fund 1789 Capital is poised to capitalise from his father’s administration, raising new questions about conflicts of interest.
November 2025
Mineral explorers bounce on 81pc funding surge
The high-risk sector is swimming in cash, with government support for critical minerals driving the second-highest quarterly inflows.
Out of the ashes: Mining critical minerals from Vic’s coal plant waste
Latrobe Magnesium is sifting through LaTrobe Valley’s coal dust to secure a reliable source of magnesium as part of the race to secure critical minerals.
