Oh, let's take a walk in reality -
Rare earth mining has significantly expanded in 2025, with major new projects launched in the U.S., Brazil, Australia, and Canada, driven by geopolitical shifts and the
push for supply chain independence from China.
Here’s a breakdown of the most notable developments:
Major Projects Launched or Expanded in 2025
- Halleck Creek Project (Wyoming, USA): American Rare Earths advanced this strategic mining initiative to reduce U.S. dependence on foreign rare earths. It’s positioned as a cornerstone for domestic supply resilience.
- Hoidas Lake Project (Saskatchewan, Canada): REAlloys Inc. is developing North America’s first fully integrated mine-to-magnet supply chain, backed by a $200 million commitment from the U.S. Export-Import Bank.
- Texas Mining Revival (USA): Renewed efforts in Texas aim to tap domestic rare earth deposits as part of the broader U.S. strategy to rebuild its rare earth infrastructure.
- Atlas Critical Minerals (Brazil & USA): Alongside Energy Fuels Inc., Atlas is advancing rare earth and uranium projects to reshape global supply chains.
International Collaborations and Investments
- U.S.–Australia Deal: A $3 billion joint investment was announced to support mining and processing projects, including a price floor for critical minerals. This aims to unlock $53 billion in Australian deposits.
- Global Deal-Making Surge: The week of August 25–29 saw a flurry of rare earth agreements across North America, Europe, and Asia, spanning mining, processing, and magnet manufacturing.
No pretending there - it's a win. - Because of the Trump tariffs - the world's dependence on China for rare earth minerals (AI, Batteries, Magnets) is only a fraction of what it was and lessening. No one can be held hostage by their wanting to control this industry, now there are multiple sources being expanded.
Fentanyl dropped in half - no pretending there - it's a win.
Purchases of soy beans - without the growing aspects of Brazil's production - No pretending there - it's a win.
It's called aggressive negotiating - what brought China to the table? The tariffs - that's not pretend - it's a win.