The Richest Australian Backs SpaceX With A Billion-Dollar Bet

Gina Rinehart, Australia's richest billionaire, has invested over $1 billion in SpaceX following its record-breaking $75 billion IPO. The investment reflects her confidence in Elon Musk's vision and aligns with her broader strategy in critical minerals, which are essential for advanced technologies including satellites, rockets, and electric vehicles. Rinehart's firm, Hancock Prospecting, sees potential synergies between SpaceX's operations and its significant investments in rare earth elements and critical minerals.

06/16/2026, 7:07 AM • Benzinga

The Rare Earth Race Has a New Front-Runner

REalloys has secured a 15-year offtake agreement for 15% of Phase 1 production from the Tanbreez heavy rare earth project in Greenland, strengthening North America's rare earth supply chain ahead of the Pentagon's 2027 ban on Chinese-origin materials. The company is building an integrated rare earth metallization and magnet production platform in Ohio with support from defense industry leaders. Major tech companies are also advancing rare earth recycling and alternative sourcing strategies.

05/28/2026, 9:45 AM • Benzinga

Nasdaq-Listed Critical Minerals Developer Lands Game-Changing Greenland Rare Earth Deal

Greenland Mines Ltd. (NASDAQ:GRML) acquired the Sarfartoq rare earth project in Greenland from Neo Performance Materials for US$35 million. The project is rich in neodymium and praseodymium, critical for EV motors and wind turbines. Neo retains an equity stake and offtake rights for up to 60% of future production, validating the project's strategic importance as Western nations seek to reduce dependence on Chinese rare earth supply.

05/21/2026, 9:15 AM • Benzinga

Tungsten Reshoring Goes Public: Western Star Files DIBC Application as APT Prices Surge ~900% YoY and the U.S. Defense Procurement Cliff Closes In

Western Star Resources has submitted an application to the U.S. Defense Industrial Base Consortium for tungsten production, capitalizing on surging APT prices (up ~900% YoY) and an incoming January 2027 federal procurement rule banning Chinese, Russian, Iranian, and North Korean tungsten from U.S. defense applications. The company is launching a European investor awareness campaign and conducting a flow-through financing to fund a maiden drill program at its past-producing Rowland tungsten property in Nevada.

05/04/2026, 11:45 AM • Benzinga

Rare Earth Metals Market Projected to Reach USD 21.03 Billion by 2035, Fueled by Rising Demand from Clean Energy and EV Technologies | Report by SNS Insider

The global rare earth metals market is projected to grow from USD 9.06 billion in 2025 to USD 21.03 billion by 2035, driven by increasing demand from electric vehicles, renewable energy, and advanced electronics. The U.S. market is expected to reach USD 2.10 billion by 2035. Key growth drivers include rising EV production and the shift toward clean energy, with neodymium and catalysts emerging as the fastest-growing segments.

05/03/2026, 8:00 PM • GlobeNewswire

USA Rare Earth’s $2.8B Deal Just Broke the Sector Wide Open: 5 Stocks to Buy

USA Rare Earth (USAR) acquired Serra Verde Group for $2.8 billion, securing the only large-scale producer of all four magnetic rare earth elements outside Asia. The deal includes a 15-year government-backed offtake agreement, addressing critical U.S. supply chain vulnerabilities amid China's dominance in rare earth processing. The acquisition validates the Western rare earth supply chain thesis and presents investment opportunities across the sector.

04/20/2026, 2:15 PM • Investing

U.S. Rare Earth Processor Locks In Supply Ahead of 2027 Cutoff

REalloys (ALOY) has secured a supply agreement with U.S. Critical Materials Corp for rare earth materials from the Sheep Creek project in Montana, ahead of a January 2027 deadline banning Chinese rare earth materials from U.S. military defense systems. The company is building metallization capacity in Ohio to convert rare earth oxides into finished metals and alloys, with backing from Pentagon officials and federal financing support.

04/07/2026, 8:00 AM • Benzinga

Washington's Rare Earth Problem Is Becoming a National Security Risk

The U.S. faces a critical national security vulnerability in rare earth supply chains, with China dominating processing and metallization stages. As the Pentagon prepares to ban Chinese-origin rare earths from defense systems by 2027, domestic companies are racing to rebuild integrated supply chains. Several U.S. and allied firms are advancing metallization, magnet manufacturing, and heavy rare earth separation capabilities to close this strategic gap.

03/24/2026, 8:00 AM • Benzinga

LEADINGE EDGE MATERIALS REPORTS QUARTERLY RESULTS TO JANUARY 31, 2026

Leading Edge Materials reported a net loss of $745,946 for Q1 2026. The company achieved a major milestone when Sweden's Mining Inspectorate recommended approval of its Norra Kärr heavy rare earth elements project application and submitted it to the Swedish Government for final decision. The company maintains sufficient funding for corporate operations over the next 12 months but requires additional capital for mining operations and project development. Working capital decreased to $804,249 from $1.88 million in the prior quarter.

03/20/2026, 12:00 PM • GlobeNewswire

Australia: A Continental Powerhouse with Resource Wealth And Strategic Potential

Australia, occupying an entire continent with ~28 million people, ranks 15th globally in GDP at $1.8 trillion USD. The economy is service-oriented (70-75% of GDP) but heavily dependent on mineral exports, particularly iron ore, gold, bauxite, and rare earth elements. With AAA credit ratings, stable macroeconomic indicators, and major trade partners including China (30-35% of exports), Australia presents strategic investment opportunities, especially in resource companies that benefit from rising commodity prices.

02/17/2026, 4:04 PM • Benzinga

LEADING EDGE MATERIALS REPORTS FISCAL 2025 RESULTS

Leading Edge Materials reported a net loss of $3.2M for fiscal 2025 and announced key milestones including endorsement of its Norra Kärr mining lease application by Swedish County Administrative Boards, acceptance as a project partner by EIT Raw Materials, and completion of a $2.8M private placement. The company is advancing its heavy rare earth elements and graphite projects amid growing European demand for critical raw materials driven by geopolitical tensions and supply chain diversification efforts.

01/23/2026, 6:30 PM • GlobeNewswire

Valuation Implications of Domestic Rare Earth Supply Chain Reshoring Corporate Analysis Report 2025: MP Materials and Lynas Positioned for Growth Via Governmental Backing and Strategic Offtake Agreements

A new market analysis report examines opportunities in reshoring rare earth supply chains to reduce Western dependency on China, which controls 85-90% of global refined production. The report identifies MP Materials and Lynas as key beneficiaries positioned for growth through government backing and strategic offtake agreements, with domestic suppliers potentially commanding 250-350% price premiums over Chinese benchmarks due to security considerations.

01/12/2026, 7:46 AM • GlobeNewswire

Heavy Rare Earth Global Crisis Spotlights Norra Kärr in Sweden

Leading Edge Materials provides an update on the Norra Kärr Heavy Rare Earth Elements Project in Sweden, highlighting the critical shortage of heavy rare earth elements and the strategic importance of the project for European supply chain independence.

12/01/2025, 4:53 AM • GlobeNewswire

Australian Rare Earths & Critical Minerals Virtual Investor Conference Agenda Announced for November 19th

A virtual investor conference focused on Australian rare earths and critical minerals companies will be held on November 19th, featuring presentations from multiple companies in the sector.

11/18/2025, 5:00 PM • GlobeNewswire

MP Materials and Rare Earth Stocks to Watch Amid US-China Tensions

The article discusses the growing strategic importance of rare earth metals amid US-China tensions, highlighting potential investment opportunities in companies producing these critical materials for defense and technology sectors.

10/16/2025, 6:03 AM • Investing