The EU strategic designation for Neo's Estonian separation plant supports a Greenland-to-Europe rare earth supply chain and highlights Neo's rights to up to 60%

Lynas, the largest rare earths producer outside China, is expanding processing capacity to serve non-Chinese supply chains.

The draft policy aims to scale domestic steel capacity roughly threefold, putting steelmakers including Tata Steel, JSW Steel, SAIL and NMDC in focus.

Divergence between spot uranium and producer equities suggests investors are weighing valuation and contract timing against the rally.

Record copper prices prompt analyst fair value upgrades for major miners including the two largest Australian producers.

Restocking hopes are supporting prices even as rising supply and soft Chinese steel demand weigh on the outlook.

The first indicated rare earths resource at Jupiter comes ahead of a scoping study and lifts confidence in the project.

The plant targets domestic US production of magnet-grade iron, a step toward reducing reliance on imported critical inputs.

Gold and silver are rising on easing fuel shortage concerns, with inflation data seen as the next catalyst.

The amendment aims to standardize mining taxation across states and attract investment in mineral-led growth.

The bank's bearish call contrasts with gold's elevated levels, shaping expectations for bullion and miners.

The offtake adds contracted demand for Arafura's NdPr output, a key magnet rare earth.

Rio Tinto draws attention from record copper prices and the ramp of the Simandou iron ore project, with valuation debate on the stock.

Fortescue's founder is expanding African mining investments, adding to the company's diversification beyond Australian iron ore.

Technical and fundamental pressure on iron ore builds as supply rises and Chinese steel output slows.

The refinery marks Ethiopia's move to capture more value domestically from its gold output.

Mediation over the Centinela labor dispute raises the risk of supply disruption at one of the world's major copper mines.

The IPO, with a priority offer for Orbit shareholders, separates Orbit's rare earths assets as it sharpens focus on metals.