# Rare Earth Mining News Canonical page: https://atlas-extractions.minestarters.com/news?commodities=rare+earth Atlas summarizes and classifies mining-industry stories from third-party publishers. Follow each source link for the original reporting. Results: 60 Returned: 10 Coverage: drill results, resource updates, and metallurgy; primary commodity matching; all time unless dates are supplied. Commodity: Rare Earth (rare earth) Applied filters: {"commodities":["rare earth"],"commodity_scope":"primary","document_types":["drill_results","resource_update","metallurgy"],"document_type_match":"any"} Sort: published_at desc Offset: 0; page size: 10 [Next page](https://atlas-extractions.minestarters.com/news.md?commodities=rare+earth&page=2&page_size=10) ## Mont Royal Holds First Public Information Meeting in Kuujjuaq for the Ashram Project - Atlas analysis: [Read analysis](https://atlas-extractions.minestarters.com/news/mont-royal-holds-first-public-information-meeting-in-kuujjuaq-for-the-ashram-pro--f124be55-c7cc-4bde-a74f-6dbdfbbf4dc3) · [Markdown](https://atlas-extractions.minestarters.com/news/mont-royal-holds-first-public-information-meeting-in-kuujjuaq-for-the-ashram-pro--f124be55-c7cc-4bde-a74f-6dbdfbbf4dc3.md) - Original announcement: 2026-09-23T00:52:00.000Z - Atlas analysis published: Unknown date - Atlas analysis updated: Unknown date - Company: Mont Royal Resources Limited (MRZ) - Original source: [newsfile](https://www.newsfilecorp.com/release/315611/Mont-Royal-Holds-First-Public-Information-Meeting-in-Kuujjuaq-for-the-Ashram-Project) - Atlas sentiment: 0.218 - Atlas tags: Inferred Resource, Indicated Resource, PEA Only Mont Royal Resources held its first public information meeting in Kuujjuaq to engage with the local community regarding the Ashram Rare Earths and Fluorspar Project. The company is currently advancing the project through a Pre-Feasibility Study and an updated Preliminary Economic Assessment. ## Greenland Security Pact Pulls the Rare Earth Supply Race North - Atlas analysis: [Read analysis](https://atlas-extractions.minestarters.com/news/greenland-security-pact-pulls-the-rare-earth-supply-race-north--43159cd8-32b1-42a9-845e-9cf22b25855a) · [Markdown](https://atlas-extractions.minestarters.com/news/greenland-security-pact-pulls-the-rare-earth-supply-race-north--43159cd8-32b1-42a9-845e-9cf22b25855a.md) - Original announcement: 2026-09-22T18:45:47.165Z - Atlas analysis published: Unknown date - Atlas analysis updated: Unknown date - Company: Greenland Mines Ltd. (GRML) - Original source: [prnewswire](https://www.prnewswire.com/news-releases/greenland-security-pact-pulls-the-rare-earth-supply-race-north-302886571.html) - Atlas sentiment: 0.526 - Atlas tags: Step-Out Extension, Inferred Resource, PEA-Supporting, QP/CP Signed Greenland Mines Ltd. has applied for a new license to expand its Sarfartoq rare earth district by approximately 262 km². This move coincides with a new security agreement between the US, Denmark, and Greenland, which aims to protect sensitive investments in critical minerals. ## Greenland Security Pact Pulls the Rare Earth Supply Race North - Atlas analysis: [Read analysis](https://atlas-extractions.minestarters.com/news/greenland-security-pact-pulls-the-rare-earth-supply-race-north--cea7a9f9-c08a-4e57-bfef-a89f776a0ff4) · [Markdown](https://atlas-extractions.minestarters.com/news/greenland-security-pact-pulls-the-rare-earth-supply-race-north--cea7a9f9-c08a-4e57-bfef-a89f776a0ff4.md) - Original announcement: 2026-09-22T17:49:00.000Z - Atlas analysis published: Unknown date - Atlas analysis updated: Unknown date - Company: Greenland Mines Ltd. (GRML) - Original source: [orestocks](https://orestocks.com/company/METC/press-releases/6383129603044427) - Atlas sentiment: 0.343 - Atlas tags: Inferred Resource, Indicated Resource, Maiden Resource, QP/CP Signed, NI 43-101 Compliant Greenland Mines Ltd. has applied for a new license to expand its Sarfartoq rare earth district, potentially doubling its footprint. The company's ST1 project holds a combined Indicated and Inferred resource of 12.2 million tons at 1.32% TREO, supported by a preliminary Initial Assessment showing a high-case pre-tax NPV of $2.05 billion. ## Greenland Security Pact Reshapes the Race for Rare Earth Supply - Atlas analysis: [Read analysis](https://atlas-extractions.minestarters.com/news/greenland-security-pact-reshapes-the-race-for-rare-earth-supply--c3933f69-21d1-464f-83cd-ee36e6c125af) · [Markdown](https://atlas-extractions.minestarters.com/news/greenland-security-pact-reshapes-the-race-for-rare-earth-supply--c3933f69-21d1-464f-83cd-ee36e6c125af.md) - Original announcement: 2026-09-22T17:13:41.000Z - Atlas analysis published: Unknown date - Atlas analysis updated: Unknown date - Company: Greenland Mines Ltd. (GRML) - Original source: [orestocks](https://orestocks.com/company/MP/press-releases/8409418385409684) - Atlas sentiment: 0.514 - Atlas tags: Maiden Resource, Inferred Resource, QP/CP Signed, NI 43-101 Compliant Greenland Mines Ltd. is positioned as a strategic player in the rare earth sector following a new security pact between the US, Denmark, and Greenland. The company's ST1 deposit features a combined resource of 12.2 Mt at 1.32% TREO and an Initial Assessment showing a high-case pre-tax NPV of $2.05 billion. ## REE, Critical Metals Demand Surging as Western Nations Race to Secure Alternatives - Atlas analysis: [Read analysis](https://atlas-extractions.minestarters.com/news/ree-critical-metals-demand-surging-as-western-nations-race-to-secure-alternative--d5b19d7a-190a-4676-8ba0-86fc81544f91) · [Markdown](https://atlas-extractions.minestarters.com/news/ree-critical-metals-demand-surging-as-western-nations-race-to-secure-alternative--d5b19d7a-190a-4676-8ba0-86fc81544f91.md) - Original announcement: 2026-09-22T12:30:00.000Z - Atlas analysis published: Unknown date - Atlas analysis updated: Unknown date - Company: Greenland Mines Ltd. (GRML) - Original source: [orestocks](https://orestocks.com/company/MP/press-releases/7392840656026224) - Atlas sentiment: 0.479 - Atlas tags: NI 43-101 Compliant, Maiden Resource, High IRR Greenland Mines Ltd. has applied to more than double its footprint in West Greenland, aiming to expand the Sarfartoq rare earth project into a district-scale operation. The company's ST1 deposit features an S-K 1300 resource estimate and an Initial Assessment showing a high-case NPV of $2.05 billion and an IRR of 118.6%. ## REE, Critical Metals Demand Surging as Western Nations Race to Secure Alternatives - Atlas analysis: [Read analysis](https://atlas-extractions.minestarters.com/news/ree-critical-metals-demand-surging-as-western-nations-race-to-secure-alternative--967f162b-3a81-4583-a912-2b65eb3bbcac) · [Markdown](https://atlas-extractions.minestarters.com/news/ree-critical-metals-demand-surging-as-western-nations-race-to-secure-alternative--967f162b-3a81-4583-a912-2b65eb3bbcac.md) - Original announcement: 2026-09-22T00:00:00.000Z - Atlas analysis published: Unknown date - Atlas analysis updated: Unknown date - Company: Greenland Mines Ltd. (GRML) - Original source: [globenewswire](https://www.globenewswire.com/news-release/2026/09/22/3366347/0/en/ree-critical-metals-demand-surging-as-western-nations-race-to-secure-alternatives.html) - Atlas sentiment: 0.526 - Atlas tags: Indicated Resource, Inferred Resource, NI 43-101 Compliant, Maiden Resource, High IRR Greenland Mines Ltd. has applied to more than double its footprint in the Sarfartoq rare earth district in West Greenland. The company also disclosed an S-K 1300 Mineral Resource Estimate for the ST1 deposit totaling 12.2 Mt at 1.32% TREO, supported by an Initial Assessment showing a high-case NPV of $2.05 billion. ## Atlantico Identifies 12 Rare Earth-Led Target Areas plus Gallium and Lithium Targets at Flagship Novo Cruzeiro - Atlas analysis: [Read analysis](https://atlas-extractions.minestarters.com/news/atlantico-identifies-12-rare-earth-led-target-areas-plus-gallium-and-lithium-tar--b800dbd5-cc93-4324-a27f-e36fa8dcc74b) · [Markdown](https://atlas-extractions.minestarters.com/news/atlantico-identifies-12-rare-earth-led-target-areas-plus-gallium-and-lithium-tar--b800dbd5-cc93-4324-a27f-e36fa8dcc74b.md) - Original announcement: 2026-09-21T07:05:00.000Z - Atlas analysis published: Unknown date - Atlas analysis updated: Unknown date - Company: Atlantico Energy Metals Corp. (ATLA) - Original source: [newsfile](https://www.newsfilecorp.com/release/315132/Atlantico-Identifies-12-Rare-EarthLed-Target-Areas-plus-Gallium-and-Lithium-Targets-at-Flagship-Novo-Cruzeiro) - Atlas sentiment: 0.291 - Atlas tags: Step-Out Extension, QA/QC Disclosed, No QA/QC Disclosure Atlantico Energy Metals Corp. has identified 12 rare earth-led target areas, alongside gallium and lithium targets, at its Novo Cruzeiro Project in Brazil. The integrated review utilized geochemical, mapping, and geophysical data, noting high gallium presence in follow-up samples and a magnetic feature associated with a southern lithium target. ## USA Rare Earth, Pasqal, and Riven Systems partner to advance next-generation technologies for critical mineral production - Atlas analysis: [Read analysis](https://atlas-extractions.minestarters.com/news/usa-rare-earth-pasqal-and-riven-systems-partner-to-advance-next-generation-techn--01f3bd97-3420-4e5f-9979-089c293ae186) · [Markdown](https://atlas-extractions.minestarters.com/news/usa-rare-earth-pasqal-and-riven-systems-partner-to-advance-next-generation-techn--01f3bd97-3420-4e5f-9979-089c293ae186.md) - Original announcement: 2026-09-18T12:00:00.000Z - Atlas analysis published: Unknown date - Atlas analysis updated: Unknown date - Company: USA Rare Earth - Original source: [globalminingreview](https://www.globalminingreview.com/mining/18092026/usa-rare-earth-pasqal-and-riven-systems-partner-to-advance-next-generation-technologies-for-critical-mineral-production/) - Atlas sentiment: 0.456 - Atlas tags: agreement_transaction, metallurgy USA Rare Earth has entered a strategic partnership with Pasqal and Riven Systems to utilize quantum machine learning and AI-driven autonomous laboratories to optimize rare earth element separation. The collaboration aims to discover more efficient extractant molecules to improve the competitiveness of the Western rare earth supply chain, specifically targeting feedstocks from the Round Top mine in Texas. ## Kasiya's Rare Earth Layer: 7 Compliance & Logistics Checks Before the 2027 Pre-Feasibility Study - Atlas analysis: [Read analysis](https://atlas-extractions.minestarters.com/news/kasiya-s-rare-earth-layer-7-compliance-logistics-checks-before-the-2027-pre-feas--4f9a4d30-e309-4fb5-b352-afb1b8d4ff1b) · [Markdown](https://atlas-extractions.minestarters.com/news/kasiya-s-rare-earth-layer-7-compliance-logistics-checks-before-the-2027-pre-feas--4f9a4d30-e309-4fb5-b352-afb1b8d4ff1b.md) - Original announcement: 2026-09-18T00:00:00.000Z - Atlas analysis published: Unknown date - Atlas analysis updated: Unknown date - Company: Sovereign Metals Limited (SVM) - Original source: [cruxinvestor](https://www.cruxinvestor.com/posts/kasiyas-rare-earth-layer-7-compliance-logistics-checks-before-the-2027-pre-feasibility-study) - Atlas sentiment: 0.162 - Atlas tags: PEA Only, Maiden Resource, Inferred Resource Sovereign Metals released a Scoping Study for a monazite rare earth concentrate by-product at the Kasiya project in Malawi. While the study shows significant potential, it identifies critical open items including Class 7 radioactive material handling, export logistics through Tanzania, and pending Malawian mining licenses and fiscal terms. ## Mount Ridley lifts rare earth, scandium recoveries as trademarked Selectro cuts reagent dose - Atlas analysis: [Read analysis](https://atlas-extractions.minestarters.com/news/mount-ridley-lifts-rare-earth-scandium-recoveries-as-trademarked-selectro-cuts-r--2c3fd77a-6c7e-42b9-9e7e-eda3aba51cdd) · [Markdown](https://atlas-extractions.minestarters.com/news/mount-ridley-lifts-rare-earth-scandium-recoveries-as-trademarked-selectro-cuts-r--2c3fd77a-6c7e-42b9-9e7e-eda3aba51cdd.md) - Original announcement: 2026-09-17T00:52:34.000Z - Atlas analysis published: Unknown date - Atlas analysis updated: Unknown date - Company: Mount Ridley Mines (MRD) - Original source: [stockhead](https://stockhead.com.au/resources/mount-ridley-lifts-rare-earth-scandium-recoveries-as-trademarked-selectro-cuts-reagent-dose/) - Atlas sentiment: 0.514 - Atlas tags: High Recovery, Mill Route, Inferred Resource, Cut-off Disclosed, Single Domain Only Mount Ridley Mines reported improved metallurgical recoveries for scandium (91.8%) and rare earths (HREE 84%, LREE 77%) using its proprietary Selectro leach process. Notably, these improvements were achieved while halving the reagent dose compared to previous tests, suggesting significant potential for cost optimization. # Atlas tag definitions - **Bonanza Intercept:** Exceptionally high-grade zone, well above the deposit-type norm. - **Metal Equivalent Opaque:** Metal equivalent grade reported without disclosing the price, recovery, or payability assumptions used. Requires an actual metal equivalent grade; a combined elemental basket such as PGE is not a metal equivalent. - **True Width Disclosed:** Actual thickness perpendicular to structure is stated, not just downhole length. - **Apparent Width Only:** Interval given as downhole width with no true width or drill orientation — apparent width may overstate true thickness. - **QA/QC Disclosed:** Release includes QA/QC disclosure — certified lab, QP sign-off, or stated methods (blanks, standards, duplicates). - **Compositing Transparent:** Cut-off grade and internal dilution rules are clearly stated for reported intervals. - **No QA/QC Disclosure:** Release does not disclose QA/QC — lab certification, CP/QP sign-off and assay protocols cannot be checked from this document. - **Cut-off Undisclosed:** Cut-off grade not disclosed — cannot assess comparability to prior estimates or peers. - **Step-Out Extension:** Mineralization extended beyond the previously known limit. - **Infill Drilling:** Confirmatory drilling to raise resource confidence, not new discovery. - **Stale Data Re-release:** Historical results re-announced with no new assays or reinterpretation — low genuine novelty. - **Deleterious Elements Present:** A source-stated penalty, refractory or recovery concern in the fact's scope. Element detection alone, including measured elements explicitly below penalty thresholds, does not trigger this tag. Respect negation and retain a separately stated concern even when another risk is explicitly absent. - **Refractory Ore:** Complex mineralogy requiring oxidation or other special processing before recovery. - **Nearology Play:** Value premise rests on proximity to a known deposit rather than own results. - **Measured Resource:** Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves. - **Indicated Resource:** Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves. - **Proven Reserve:** Measured Resource with demonstrated economic viability after applying modifying factors. - **Probable Reserve:** Indicated Resource with demonstrated economic viability after applying modifying factors. - **Inferred Resource:** Speculative category — limited drilling, geological continuity assumed but not confirmed. Cannot support economic studies alone. - **All Inferred:** M&I share below the weak bound — very early stage, no engineering confidence. - **Tonnage Growth:** Tonnage increase reaching the strong tier vs prior estimate, with grade maintained or improved. - **Grade Improvement:** Average resource grade improved vs prior estimate — better deposit economics. - **Contained Metal Growth:** True scale improvement — contained metal ounces/tonnes increased vs prior, accounting for both tonnage and grade changes. - **Category Upgrade:** Resource confidence improved — Inferred upgraded to Indicated, or Indicated to Measured. De-risking signal. - **Tonnage Decline:** Resource tonnage decreased vs prior estimate — pit optimization removed marginal material or geological model revised down. - **Grade Decline:** Average grade fell below the red-flag bound vs prior estimate — deposit economics worsening. May indicate high-grading in early drilling. - **Contained Metal Decline:** Contained metal decreased vs prior despite tonnage growth — grade dilution exceeds volume gain. - **Category Downgrade:** Resource confidence decreased — Measured downgraded to Indicated, or Indicated to Inferred. Unusual and concerning. - **Dilutive Growth:** Tonnage increased but contained metal flat or down — likely from lower cut-off grade, not geological expansion. - **Cut-off Lowered:** Cut-off grade reduced beyond the suspicious bound vs prior estimate — tonnage growth may be artificial inflation. - **Cut-off Undisclosed:** Cut-off grade not disclosed — cannot assess comparability to prior estimates or peers. - **Stale Estimate:** Effective date is >2 years old — data currency concern, may not reflect current geological understanding. - **QP/CP Signed:** Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience. - **Cut-off Disclosed:** Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison. - **JORC Compliant:** Resource estimate prepared in compliance with JORC Code (Australia) — high reporting standard. - **NI 43-101 Compliant:** Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard. - **Historical Estimate Only:** Estimate pre-dates or does not comply with current JORC/NI 43-101 standards — requires verification drilling. - **No Contained Metal:** Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting. - **No QP/CP Disclosure:** No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience. - **Maiden Resource:** First formal MRE for the project — establishes baseline but typically exploration-stage with high Inferred component. No prior estimate exists, so every change band is not applicable. - **Resource Update:** Revised estimate for an existing resource — compare to prior to assess progress. - **PEA-Supporting:** Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study. - **PFS-Supporting:** Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component. - **DFS-Supporting:** Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence. - **High Recovery:** Recovery at or above the exceptional band for the commodity and processing route. - **Pilot Scale Complete:** Pilot or demonstration plant testing completed under continuous operation. - **Free Milling:** Simple, clean ore amenable to standard processing without oxidation. - **Multi-Domain Tested:** Variability across ore domains (oxide, transition, fresh) has been addressed. - **Recovery Improving:** Recovery improved versus a like-for-like prior test program on the same domain and route. - **Low Recovery:** Recovery below the weak band for the commodity and processing route. - **Bench Scale Only:** Only preliminary bench tests completed — no locked-cycle or pilot work. - **Refractory Ore:** Complex mineralogy requiring oxidation or other special processing before recovery. - **Single Domain Only:** Testing limited to one composite or domain — representativeness not established. - **Recovery Stagnant:** No improvement across multiple test programs on comparable material. - **Theoretical Recovery Only:** Only theoretical or liberation-derived recovery reported, with no actual test result. - **Heap Leach Route:** Processing via heap leach — lower CAPEX and OPEX, lower recovery expected. - **Mill Route:** Processing via mill or concentrator (CIL, CIP, tank leach, flotation). - **Gravity Route:** Gravity separation forms a material part of the flowsheet. - **POX/BIOX Route:** Pressure or bio-oxidation for refractory ore — high CAPEX and OPEX. - **Byproduct Commodity:** The tested commodity is a byproduct rather than the primary economic driver. - **DFS Bankable:** AACE Class 2-1 study complete and within the staleness window. - **PFS Complete:** AACE Class 3 study complete. - **PEA Only:** Only Class 4 / Initial Assessment economics available. Not bankable. - **No Study:** No formal economic study — no engineering basis for the economics quoted. - **Stale Study:** Beyond the staleness window measured from the estimate base date. - **Inferred Heavy Feed:** Material Inferred share of LOM mill feed, or the share is undisclosed. - **Resource Governance Undisclosed:** No QA/QC, top-cut methodology or QP independence disclosed. Caps study quality at the moderate tier. - **NPV Cut vs Prior Study:** A restated study reduces NPV materially against its own predecessor on the same asset. - **High IRR:** Post-tax real unlevered IRR in the strong tier or better. - **Low IRR:** IRR below the moderate tier. - **Below Jurisdiction Hurdle:** IRR below the greenfield or brownfield hurdle for its jurisdiction tier. - **IRR Basis Undisclosed:** Real vs nominal not stated, so the tier is not comparable across studies. - **Undervalued PNAV:** Funding-adjusted P/NAV in the strong tier or better. - **Overvalued PNAV:** Funding-adjusted P/NAV in the red-flag tier. - **Fast Payback:** Payback in the strong tier or better, on the required basis. - **Slow Payback:** Payback in the weak tier or worse. - **Bottom Quartile Cost:** P0-25 of the relevant commodity cost curve. - **Top Quartile Cost:** P75-100 of the relevant commodity cost curve — first to cut in a downturn. - **Cost Basis Undisclosed:** By-product vs co-product not stated, so quartile placement is unreliable. - **Low Capital Intensity:** Below the benchmark for its project type. - **High Capital Intensity:** Above the benchmark for its project type. - **Conservative Pricing:** Conservative on the worst of the spot, 3-year and consensus comparisons. - **Aggressive Pricing:** The study only works on a stretched price deck. - **No Price Sensitivity:** No price sensitivity disclosed — treated as a deliberate signal, not a neutral gap. - **No Discount Rate Sensitivity:** Blocks NPV normalisation to the common rate without reconstruction. - **Price Deck Unstructured:** Prices given only as free text, so conservatism cannot be scored. - **Long Reserve Life:** Reserve life index in the top tier of the single ladder. - **Short Reserve Life:** Reserve life index in the critical tier. - **Resource Life Upside:** Wide gap between reserve life and resource life — conversion upside rather than discovery dependence. - **Fully Funded:** Funding coverage at or above 1.0x counting committed facilities only. - **Material Funding Gap:** Funding coverage below the substantially-funded band. - **Funding Gap Exceeds Market Cap:** Red flag regardless of headline NPV — the upside is not reachable by the current equity holder. - **Encumbered by Stream:** An existing stream or royalty reduces attributable NAV and restricts future financing. - **Stability Agreement:** Fiscal terms fixed, with a term covering the mine life. - **High Government Take:** Total government take above the regional norm as a share of pre-tax cash flow. - **Fully Permitted:** Key permits granted with no unresolved challenge. - **Permit Challenge Outstanding:** An appeal or legal challenge is unresolved, which can defer first production indefinitely. - **No Community Agreement:** Permits held but no IBA or benefit agreement — the start date is unsupported. - **Closure Underprovisioned:** Closure provision materially below peers, unfunded, or undisclosed. - **Upstream TSF:** Upstream tailings construction, which is banned in Brazil and Ecuador.