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Rare earth minerals
Iluka Resources (ASX:ILU): What Keeps Refining In The Debate?
July 21, 2026 08:43 PM AEST| By SamASX:ILU anchors today's rareearth discussion as market attention weighs refinery, project, balance strength, operating discipline, and clearer sector signals across a cautious Australian share market cycle today locally now closely. Tickers Used ILU
Arafura Rare Earths (ASX:ARU): Why Is Strategic Supply The Test?
July 21, 2026 08:43 PM AEST| By SamASX:ARU anchors today's rareearth discussion as market attention weighs project, offtake, balance strength, operating discipline, and clearer sector signals across a cautious Australian share market cycle today locally now closely. Tickers Used ARU
Lynas Rare Earths (ASX:LYC): Why Is Supply Security In Focus?
July 21, 2026 08:42 PM AEST| By SamASX:LYC anchors today's rareearth discussion as market attention weighs processing, customer, balance strength, operating discipline, and clearer sector signals across a cautious Australian share market cycle today locally now closely. Tickers Used L...
Can Arafura (ASX:ARU) Turn Nolans Into a Rare Earth Milestone?
July 21, 2026 05:42 PM AEST| By SamBeyond the sector's heavyweights, a cluster of emerging Australian rare earth developers edged closer to production as flagship projects advanced. Arafura's Nolans sat among the names nearing a construction decision, buoyed by government funding and...
Can Iluka (ASX:ILU) Anchor Eneabba With a Carmaker Offtake?
July 21, 2026 05:42 PM AEST| By SamIluka Resources has firmed up demand for its coming Eneabba rare earths refinery by signing a binding, multi-year agreement to supply magnet oxides to a global carmaker. Locking in a marquee customer ahead of first output helps de-risk one of the nat...
Can Lynas (ASX:LYC) Turn Rare Earth Oxides Into Magnet Muscle?
July 21, 2026 05:42 PM AEST| By SamAustralia's biggest rare earths producer is reaching further downstream, teaming with a South Korean group to build and feed a permanent-magnet plant in Malaysia. Backed by an equity contribution, the move signals intent to capture more value from th...
Lynas (ASX:LYC) Deepens Magnet Push With New Korean Tie-Up
July 21, 2026 05:32 PM AEST| By SamLynas Rare Earths formed a long-term partnership to develop a permanent magnet factory in Malaysia, feeding it with its own material and reaching further downstream as Western supply security keeps capital flowing to the sector.
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Iluka (ASX:ILU) Locks In Automotive Deal For Eneabba Refinery
July 21, 2026 05:32 PM AEST| By SamIluka Resources signed a binding multi-year agreement to supply magnet rare earth oxides to a global carmaker from its Eneabba refinery, helping de-risk the government-backed Western Australian project ahead of commissioning.
ASX Rare Earth Juniors Advance As Projects Progress: The Shift Few Are Watching
July 21, 2026 05:32 PM AEST| By SamEmerging Australian rare earth developers advanced their flagship projects toward construction and output, with government funding and strategic partnerships de-risking the path as diversified Western supply keeps the junior sector in focus.
Is Lynas (ASX:LYC) Screening Cheap as Magnet Demand Firms?
July 21, 2026 03:10 PM AEST| By SamLynas Rare Earths is trading below a widely cited estimate of its intrinsic worth even as demand for the magnet metals used in electric drivetrains, wind turbines and defence hardware firms. This piece unpacks why the shares screen cheap, how the val...
Why Is Arafura Rare Earths (ASX:ARU) Turning Heads Right Now?
July 20, 2026 01:22 PM AEST| By SamArafura Rare Earths held focus as it advances the integrated Nolans project, with funding and offtake milestones central to the greenfield push to build rare-earth supply outside China amid firm magnet demand.
Why Is Lynas Rare Earths (ASX:LYC) Turning Heads Right Now?
July 20, 2026 01:21 PM AEST| By SamLynas Rare Earths moved into focus ahead of a quarterly production update due this month, with its push into magnet metals and firm magnet-material demand framing a strategically charged backdrop.
Why Is Iluka Resources (ASX:ILU) Turning Heads Right Now?
July 20, 2026 01:17 PM AEST| By SamIluka Resources secured a binding rare-earth supply deal with a global carmaker on guaranteed floor prices, a commercial milestone for ex-China supply, as its Eneabba refinery build advanced through a demanding construction phase
Why Are Lynas Rare Earths (ASX:LYC), Paladin Energy (ASX:PDN) and Elevra Lithium (ASX:ELV) Drawing Market Attention?
July 19, 2026 06:30 AM AEST| By SamLynas Rare Earths, Paladin Energy and Elevra Lithium remain in focus as investors monitor critical minerals demand, project expansion and operational progress across Australia's resources sector.
Iluka (ASX:ILU) cracks ex-China pricing with a binding supply deal
July 17, 2026 04:09 PM AEST| By SamIluka Resources secured a binding rare-earth supply deal with a global carmaker on guaranteed floor prices, a commercial milestone for ex-China supply, as its Eneabba refinery build advanced through a demanding construction phase.
Can a greenfield project crack the rare-earth supply race?
July 17, 2026 04:09 PM AEST| By SamArafura Rare Earths held focus as it advances the integrated Nolans project, with funding and offtake milestones central to the greenfield push to build rare-earth supply outside China amid firm magnet demand.
Lynas Rare Earths in spotlight as quarterly update nears this month
July 17, 2026 04:09 PM AEST| By SamLynas Rare Earths moved into focus ahead of a quarterly production update due this month, with its push into magnet metals and firm magnet-material demand framing a strategically charged backdrop.
Why Is ASM (ASX:ASM) Among Top Rare Earth Stocks to Watch?
July 17, 2026 03:49 PM AEST| By SamASM remains in focus as critical minerals development, downstream processing, project funding and strategic partnerships strengthen Australia's role in diversified global rare earth supply chains.
Iluka Resources (ASX:ILU): Why Is ILU Back in the ASX 200 Spotlight?
July 17, 2026 03:32 PM AEST| By SamIluka remains in focus as refining strategy, mineral sands operations and downstream processing strengthen Australia's critical minerals sector, with market attention centred on disciplined execution and commercial delivery.
Lynas Rare Earths (ASX:LYC): Why Is It Back in the Race?
July 17, 2026 11:37 AM AEST| By SamLynas remains central to the rare-earth debate as export controls, magnet demand, non-China processing capacity and disciplined execution reshape Australia’s critical-minerals conversation across a selective resources market.
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