Rare Earth
Solcoa raises $75m to scale US rare earth metal production ahead of defence deadline
The financing will support a Nevada plant designed to produce 500 tonnes of rare earth metals annually, as US defence sourcing restrictions are set to expand from January 2027. Solcoa Industries has secured USD 75 million to expand rare earth metal production in the United States, targeting a supply-chain bottleneck that is becoming increasingly important for defence manufacturers. The company said the funding will support construction and commissioning of its Solcoa One plant in Nevada, which is planned to begin operating in July 2027 with annual capacity of 500 tonnes. The financing includes USD 45 million in equity led by Bain Capital Ventures, with participation from Gigascale Capital, Long Journey, Felicis, Dylan Field and other investors from the defence and technology sectors. A...
China Rare Earth Group in talks to acquire Shenghe Resources, putting MP Materials stake in focus
China Rare Earth Group is in talks to acquire a controlling stake in Shenghe Resources, a move that could bring the Chinese rare earth producer under tighter state control while giving Beijing influence over Shenghe’s overseas holdings, including a stake in US rare earths company MP Materials. Two sources familiar with the matter told Reuters that discussions between the companies have been underway since earlier this year. One source said China Rare Earth Group is seeking a controlling stake, although neither source knew when the acquisition could be announced or completed. If the deal goes through, China Rare Earth Group would take control of Shenghe’s interests in foreign companies, including its 3 per cent stake in MP Materials. The US rare earths company counts the US Department of...
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15th International Bauxite, Alumina & Aluminium Conference & Exhibition - IBAAS–VFMSTA 2026
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
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A report that reveals where the aluminium casting industry is heading and how businesses can act.
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Malaysia’s rare-earth ambitions face a caveat: Can it control the full supply chain?
Malaysia is emerging as a rare earth hub by developing a domestic “mine-to-magnet” ecosystem spanning exploration, mining, separation, metals, alloys and permanent magnets. But, how is the venture faring? A study by Hiu Dilangit Sasongkojati at the University at Albany, SUNY, puts Malaysia’s ambition under a microscope. Malaysia’s supply chain remains fragmented, with limited domestic upstream activity, heavy reliance on foreign technology and downstream manufacturers still dependent on imported processed metals. To learn about the market potential of aluminium dross, explore “ ALuminium Dross Processing: Generation, Recovery & Strategic Roadmap ” Malaysia has the resources, but not yet an integrated chain Malaysia estimates around 16.2 million tonnes of inferred total rare-earth elements...
Saudi Arabia identifies 114m tonnes of rare-earth and uranium-bearing ore in Madinah
Saudi Arabia has identified approximately 114 million tonnes of ore containing high concentrations of rare earth elements and promising uranium concentrations in the Madinah Region, adding another significant resource to the Kingdom’s expanding minerals portfolio. Prince Abdulaziz bin Salman bin Abdulaziz, Saudi Arabia’s minister of energy and minister of industry and mineral resources, announced the discovery during the 70th General Conference of the International Atomic Energy Agency (IAEA) in Vienna. The resources were identified through exploration and geological studies at the Jabal Sayid project, with particularly high concentrations of heavy rare earth elements reported. Prince Abdulaziz said the findings place the project among the significant rare earth resource sites currently...
Dr Sanja Miskovic joins American Rare Earths to advance Halleck Creek processing
American Rare Earths has appointed Dr Sanja Miskovic as Chief Technical Advisor, with her work focused on process optimisation and recovery as the company advances the feasibility study for its Halleck Creek Rare Earths Project in Wyoming, USA. Miskovic will work on flowsheet development, mineral beneficiation and hydrometallurgical recovery, as well as decisions around scaling up the processing technology. The work is aimed at supporting the planned production of separated rare earth oxides at the proposed Wyoming processing site. American Rare Earths CEO Mark Wall said, "Sanja brings the technical depth and operating instinct we need as we move Halleck Creek through feasibility and toward construction. ” With more than 20 years of experience in minerals and process engineering, Miskovic...
Vedanta's ₹210b metals push targets India's EV and critical minerals demand
Vedanta is expanding aluminium, copper and other metals capacity as electric mobility and India's demand for critical minerals reshape the domestic materials market. Vedanta Group is putting INR 210 billion (USD 2.21 billion) into metals production and capacity through FY2026, building a broader materials portfolio aimed at sectors such as electric vehicles, batteries and charging infrastructure. The investment spans aluminium, zinc, copper, steel, nickel, ferrochrome and value-added alloys, while the group has also secured 10 critical mineral blocks covering commodities including copper, nickel-chromium-PGE, tungsten, graphite, vanadium, rare earth elements and potash. The expansion comes as India seeks to reduce its reliance on overseas supplies of critical minerals. Vedanta estimates...
Rio Tinto's evolving commodity mix reshapes its investment story
Iron ore remains Rio Tinto's financial anchor, but growing exposure to aluminium, copper and lithium is changing how investors assess the diversified miner. Rio Tinto is attracting renewed attention among UK-listed metals and mining stocks as its expanding commodity mix creates a valuation picture that looks different depending on the financial measure used. The London-listed mining group remains heavily anchored by its established iron ore operations, while aluminium and copper provide additional exposure to major industrial markets. At the same time, lithium and other critical minerals are becoming increasingly important to its longer-term strategy. That combination makes Rio Tinto's valuation less straightforward than a simple comparison of its earnings multiple with those of other...
Epsilon gets $15.2m boost to build India's indigenous graphite anode supply chain
Epsilon Advanced Materials has secured INR 1,450 million (USD 15.24 million) in government CAPEX support under India's Electronics Components Manufacturing Scheme, strengthening plans to scale domestic graphite anode production for batteries. India's push to build a self-reliant battery materials supply chain has received a fresh boost after Epsilon Advanced Materials secured government approval for its graphite anode material project under the Electronics Components Manufacturing Scheme (ECMS). The company has been approved for INR 1,450 million (USD 15.24 million) in capital expenditure support, equivalent to 25 per cent of the project's total capital investment, from the Ministry of Electronics and Information Technology (MeitY). The approval is particularly significant because Epsilon...
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