Arafura Rare Earths Ltd
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ASX Players With North American Exposure Could Benefit as China Tightens Rare Earth Export Controls
China has dramatically expanded its export controls on rare earth elements, adding five new materials and a raft of refining technologies to its restricted list in a move that tightens Beijing’s grip on global supply chains for critical minerals. The latest measures, announced Thursday by China’s Ministry of Commerce, introduce new licensing requirements for the […]
Which ASX Stocks Could Benefit as Rare Earth Prices Surge on Tightened US Supply Chains?
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 […]
Apple–MP Materials Deal Underscores Strategic Value of Rare Earth Recycling and Boosts Spotlight on Local Contenders
In a move that cements the critical importance of rare earth supply chains, MP Materials saw its stock jump over 20% overnight after announcing a landmark $500 million partnership with Apple to develop a dedicated rare earth recycling line. The deal, which includes long-term supply commitments and investment in MP’s flagship magnetics facility in Fort […]
US Defence Deal with MP Materials Puts Spotlight on Critical Minerals—and Australia’s Emerging Role
One of the most prominent trends shaping global equity markets in 2025 is the sharp rise in investor interest in the defence sector. This has been especially fuelled by mounting geopolitical tensions and an increasingly strategic view on supply chain security. Nowhere is this more evident than in the US, where the Department of Defense […]