Brazilian Critical Minerals (ASX:BCM) delivers Ema BFS with a US$1.47B post-tax NPV, 105% IRR and US$74M capex, repositioning the project for financing.
Rare Earths Stocks
Temas Resources (ASX:TIO) re-assays of historic La Blache core deliver 143m at 88.7% Fe-Ti plus gallium, scandium and chromium credits.
Lindian Resources (ASX:LIN) opens a Singapore office and brings marketing in-house after terminating its Gerald Metals trading agreement.
KEY POINTS
Iluka signed its first binding rare-earth sale, with a global carmaker agreeing to pay guaranteed floor prices that do not rely on government support.
That answers the sector's biggest question: will the West pay for rare earths made outside China? The answer is now yes.
The proof point…
Lynas Rare Earths (ASX:LYC) has been asked to resubmit its Malaysian EIA after technical review, raising fresh timeline questions on Kuantan expansion.
Lindian Resources (ASX:LIN) holds Kangankunde first production schedule for Q4 2026 as Stage 2 feasibility emerges as the next valuation lever.
Iluka Resources (ASX:ILU) signs its first Eneabba rare earths offtake with a global automaker, locking in US$155 million minimum revenue.
Power Minerals (ASX:PNN) flags 40% magnet rare earth split at Morro do Ferro, opening a potential premium concentrate pathway focused on Nd, Pr, Dy and Tb.
Lindian Resources (ASX:LIN) advances Kangankunde toward Q4 2026 first production with mining readiness, infrastructure and funding milestones now landing.
Magnetite Mines (ASX:MGT) returns 4,937ppm TREO peak grade at Ironback Hill, with 34 drillholes still pending assay and metallurgy ahead.
