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Highlights
RareX (ASX:REE) enters gallium extraction technology agreement with Gega Elements
Partnership targets development of Australia’s first domestic gallium supply chain
RareX to integrate gallium extraction into Cummins Range and Khaleesi Projects
RareX Limited (ASX:REE), a key player in Australia’s critical minerals sector, has announced a strategic collaboration agreement with privately owned technology company Gega Elements. This initiative aligns with the broader push in the ASX 200 toward building sovereign capabilities in future-facing minerals. RareX's operations span projects including Cummins Range and Khaleesi, which are focused on rare earths and niobium. These projects form part of a broader effort to enhance Australia’s presence in the critical minerals landscape.
Gega Elements to Pioneer Gallium Refining Techniques
Gega Elements is known for advancing proprietary materials science focused on gallium refining. Its work involves designing refining methods that prioritise environmental responsibility and sovereign control. The technology collaboration with RareX aims to combine gallium-bearing material from RareX’s exploration sites with Gega’s refining solutions, laying the groundwork for what could become Australia's first domestic gallium production capability.
The three-year partnership includes testing and refining activities, with the objective of demonstrating the viability of commercial-scale gallium extraction. Should this be successful, the two companies intend to negotiate a formal agreement covering intellectual property rights, exclusivity, and joint development terms.
Strategic Focus on Gallium Supply Chain Development
Gallium plays an integral role in semiconductors, advanced electronics, 5G infrastructure, and defence systems. Currently, the global supply of this critical element is dominated by a single jurisdiction, which has created urgency among industry participants to explore alternate sources and supply routes.
Through this partnership, RareX and Gega plan to establish a processing model that supports the creation of a vertically integrated, locally controlled gallium supply chain. RareX will have the option to negotiate exclusive rights to gallium refining technologies developed using its own ore or data from Cummins Range and Khaleesi Projects.
RareX Broadens Project Portfolio in Critical Mineral Hubs
RareX is actively expanding its presence in key mineral regions, with projects across multiple jurisdictions. The company’s new Khaleesi Project, located in East Yilgarn, is focused on an alkaline intrusive complex noted for elevated niobium levels. The Mt Mansbridge project adds further diversity with xenotime-hosted heavy rare earths near Browns Range, while near-mine anomalies at Cummins Range continue to yield promising data.
In addition to these projects, RareX has acquired the Piper Project, which lies on trend from both Nolans Bore and the Luni niobium deposit. This strategic acquisition is designed to enhance its footprint in a corridor already noted for high-value mineralisation.
Equity Holdings Reflect Broader Sector Engagement
RareX has also maintained material equity interests in other resource-focused companies. These include investments in Kincora Copper Ltd (ASX:KCC), Cosmos Exploration Ltd (ASX:C1X), and Canada Rare Earth Corporation (TSX-V:LL.V). These holdings complement RareX's primary operations by reinforcing its exposure to diverse exploration and development activity across rare earths and base metals.
With a core strategy anchored in mineral exploration and supply chain integration, RareX continues to develop initiatives aimed at supporting Australia's evolving position in global critical minerals supply.
