Samarium

Your source for the latest news and analysis
on Rare Earths and Gold.

RBW

Rainbow’s Neo Deal Sets Phalaborwa Offtake Terms Ahead of Feasibility Study•

OGG

Osisko Closes $600 Million Cariboo Bond Sale; $120 Million Trafigura Facility Still Pending•

MP Materials Rebuilds U.S. Rare-Earth Supply Chain as China’s Lead Endures•

MP Materials NdPr Sales Jump 127% as Price Support Bolsters EBITDA•

TROX

Tronox and JX Commit $32 Million to Study 10,000-Tonne Rare-Earth Chain•

BTO

B2Gold’s Goose Mobile Crusher Clears 3,000 tpd; Fixed Plant Targets 3,200•

OGG

Osisko Extends JDS Underground Development Work at Cariboo•

CRML

Greenland Approves Tanbreez Mine and Closure Plans Through 2050•

LYC

Lynas Offers A$968 Million in Shares for Meteoric’s Caldeira Project•

AngloGold Holds 3 Million-Ounce 2026 Target as Ghana Disruptions Ease•

ARA

Aclara’s Louisiana Permit Clears a Gate; $277 Million Dynamo Still Needs Funding•

PPTA

Stibnite’s $2.9 Billion EXIM Loan Still Awaits Drawdown as Construction Advances•

NIRON

Honda Backs Niron as 1,500-Tonne Rare-Earth-Free Magnet Plant Takes Shape•

KGC

Kinross Cuts Output on La Coipa, Round Mountain as Cash Return Rises to 50%•

ARU

Arafura Starts Nolans Build With October Funding Settlement Still Ahead•

NEO

Neo Leads Rare-Earth Stock Gains in 2026 as Execution Trumps Scale•

USAR

USA Rare Earth Breaks Ground on $1.2 Billion Blacksburg Magnet Project•

RSG

Syama Slump Forces Resolute to Cut 2026 Gold Guidance by a Quarter•

USAR

USA Rare Earth Closes Serra Verde Deal, Adding Brazil Mine for $300M and 126.8M Shares•

OGG

Osisko Approves C$990 Million Cariboo Build With Funding Still Partly Proposed•

NEO

Neo Starts Commercial EV-Magnet Shipments From Estonia•

USAR

USA Rare Earth's $1.55 Billion Serra Verde Deal Does Not Fund Round Top•

UCU

Ucore Adds US$4.6 Million for Samarium and Gadolinium Work•

BRE

Monte Alto’s US$6 Billion NPV Now Depends on Camaçari Pilot Recoveries•

BGL

Bellevue’s Shrinking Hedge Book Exposes More FY27 Gold to Spot Prices•

WAF

West African’s A$229 Million Special Dividend Could Be Followed by Kiaka Proceeds•

REE

RareX’s Mrima Hill Bid Gets U.S. Policy Tailwind, Not a Licence•

601899

Zijin Needs 58 Tonnes of H2 Gold to Hit Its 105-Tonne Target•

GMA

Geomega Targets November Start-Up for Its Magnet-Recycling Demonstration Plant•

ARA

Aclara’s $750 Million EXIM Letter Reframes Its $277 Million Louisiana Build•

RBW

Rainbow’s Neo Deal Sets Phalaborwa Offtake Terms Ahead of Feasibility Study•

OGG

Osisko Closes $600 Million Cariboo Bond Sale; $120 Million Trafigura Facility Still Pending•

MP Materials Rebuilds U.S. Rare-Earth Supply Chain as China’s Lead Endures•

MP Materials NdPr Sales Jump 127% as Price Support Bolsters EBITDA•

TROX

Tronox and JX Commit $32 Million to Study 10,000-Tonne Rare-Earth Chain•

BTO

B2Gold’s Goose Mobile Crusher Clears 3,000 tpd; Fixed Plant Targets 3,200•

OGG

Osisko Extends JDS Underground Development Work at Cariboo•

CRML

Greenland Approves Tanbreez Mine and Closure Plans Through 2050•

LYC

Lynas Offers A$968 Million in Shares for Meteoric’s Caldeira Project•

AngloGold Holds 3 Million-Ounce 2026 Target as Ghana Disruptions Ease•

ARA

Aclara’s Louisiana Permit Clears a Gate; $277 Million Dynamo Still Needs Funding•

PPTA

Stibnite’s $2.9 Billion EXIM Loan Still Awaits Drawdown as Construction Advances•

NIRON

Honda Backs Niron as 1,500-Tonne Rare-Earth-Free Magnet Plant Takes Shape•

KGC

Kinross Cuts Output on La Coipa, Round Mountain as Cash Return Rises to 50%•

ARU

Arafura Starts Nolans Build With October Funding Settlement Still Ahead•

NEO

Neo Leads Rare-Earth Stock Gains in 2026 as Execution Trumps Scale•

USAR

USA Rare Earth Breaks Ground on $1.2 Billion Blacksburg Magnet Project•

RSG

Syama Slump Forces Resolute to Cut 2026 Gold Guidance by a Quarter•

USAR

USA Rare Earth Closes Serra Verde Deal, Adding Brazil Mine for $300M and 126.8M Shares•

OGG

Osisko Approves C$990 Million Cariboo Build With Funding Still Partly Proposed•

NEO

Neo Starts Commercial EV-Magnet Shipments From Estonia•

USAR

USA Rare Earth's $1.55 Billion Serra Verde Deal Does Not Fund Round Top•

UCU

Ucore Adds US$4.6 Million for Samarium and Gadolinium Work•

BRE

Monte Alto’s US$6 Billion NPV Now Depends on Camaçari Pilot Recoveries•

BGL

Bellevue’s Shrinking Hedge Book Exposes More FY27 Gold to Spot Prices•

WAF

West African’s A$229 Million Special Dividend Could Be Followed by Kiaka Proceeds•

REE

RareX’s Mrima Hill Bid Gets U.S. Policy Tailwind, Not a Licence•

601899

Zijin Needs 58 Tonnes of H2 Gold to Hit Its 105-Tonne Target•

GMA

Geomega Targets November Start-Up for Its Magnet-Recycling Demonstration Plant•

ARA

Aclara’s $750 Million EXIM Letter Reframes Its $277 Million Louisiana Build•

Market desk

Rare Earths & Gold

Rare Earth Gold

AI-generated illustration of mineral-recovery columns, filtration equipment and mineral samples.

Rare EarthOct 12, 2026

Mobix SPD Target Signs Coal-Ash Rare-Earth Deal; Output Still Unproven

Special Project Delivery signed a September 30 agreement to acquire Winner Water, a coal-ash rare-earth recovery developer. Mobix Labs has not yet completed its acquisition of SPD. The $53 million cited comprises six federal awards over ten years, not acquisition funding; commercial-scale output remains unverified.

Large industrial processing equipment inside a metalworks facility

RBWOct 11, 2026

Rainbow’s Neo Deal Sets Phalaborwa Offtake Terms Ahead of Feasibility Study

MPOct 9, 2026

MP Materials Rebuilds U.S. Rare-Earth Supply Chain as China’s Lead Endures

Open-pit rare-earth mine with heavy equipment and a mineral-processing plant at sunset.

MPOct 9, 2026

MP Materials NdPr Sales Jump 127% as Price Support Bolsters EBITDA

TROXOct 9, 2026

Tronox and JX Commit $32 Million to Study 10,000-Tonne Rare-Earth Chain

Illustrative Arctic open-pit mine beside a snowy Greenland fjord at dusk; not a photograph of the Tanbreez project.

CRMLOct 7, 2026

Greenland Approves Tanbreez Mine and Closure Plans Through 2050

LYCOct 6, 2026

Lynas Offers A$968 Million in Shares for Meteoric’s Caldeira Project

Rare-earth magnet manufacturing and processing facility under construction at sunrise.

ARAOct 6, 2026

Aclara’s Louisiana Permit Clears a Gate; $277 Million Dynamo Still Needs Funding

F-35A Lightning II fighter aircraft parked on a flight line at Tyndall Air Force Base.

Oct 3, 2026

F-35 Modernization Brings Samarium Sourcing Into Focus Ahead of 2027

Advanced permanent magnet manufacturing facility under construction

NIRONSep 30, 2026

Honda Backs Niron as 1,500-Tonne Rare-Earth-Free Magnet Plant Takes Shape

More Rare Earth news

Unbranded gold bars stacked inside a modern secure vault.

GoldOct 11, 2026

Poland Leads 2026 Central-Bank Gold Buying as Russia Sells

Central banks reported 39 tonnes of net gold buying in August, bringing year-to-date purchases to 170 tonnes. Poland leads with 98 tonnes, ahead of China at 80 tonnes, while Russia has sold 56 tonnes and Turkey 82 tonnes. The divergence challenges any simple narrative of uniform official-sector accumulation.