{"id":96250,"date":"2025-10-17T11:33:25","date_gmt":"2025-10-17T14:33:25","guid":{"rendered":"https:\/\/murray.adv.br\/?p=96250"},"modified":"2025-10-17T11:33:25","modified_gmt":"2025-10-17T14:33:25","slug":"mining-stocks-rise-as-china-tightens-export-controls","status":"publish","type":"post","link":"https:\/\/murray.adv.br\/en\/mining-stocks-rise-as-china-tightens-export-controls\/","title":{"rendered":"Mining stocks rise as China tightens export controls"},"content":{"rendered":"
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Shares of foreign companies with projects in Brazil surge; some reach record highs<\/strong><\/em><\/h6>\n<\/div>\n<\/div>\n
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10\/17\/2025\u00a0<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n

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Shares of foreign mining companies with rare earth projects in Brazil have risen since Thursday (9), following China’s announcement that it would impose stricter controls on exports of the group of elements. Some of these stocks reached record highs this week.<\/p>\n<\/div>\n

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According to\u00a0Valor Data<\/strong>, shares of\u00a0Brazilian Rare Earths<\/strong>, listed on the Australian exchange, jumped 14.8% in just one week (from October 9 through 16), hitting an all-time high of A$5.72 on Thursday (16).<\/p>\n<\/div>\n

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Aclara Resources<\/strong>, listed on the Toronto Stock Exchange in Canada, gained 5% over the same period and also reached a record high on October 14, trading as high as C$4.45. As of Thursday (16), the stock was stable at C$3.15.<\/p>\n<\/div>\n

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Meanwhile, shares of\u00a0Meteoric Resources<\/strong>\u00a0and\u00a0Viridis Mining<\/strong>, both listed in Australia, rose 15% and 15.08%, respectively, during the period.<\/p>\n<\/div>\n

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According to the latest edition of the\u00a0Critical Minerals Investment Guide<\/strong>, published by Brazil\u2019s Ministry of Mines and Energy (MME), these four companies hold four or fewer of the ten rare earth mining projects currently in the pre-operational phase in the country.<\/p>\n<\/div>\n

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\u201cIf we look at what\u2019s happening globally, there are hundreds of projects under development, but the rise in the stock prices of miners operating in Brazil signals confidence, a bet that the country could become an important player compared to other regions,\u201d said Fernando Landgraf, professor at the Polytechnic School of the University of S\u00e3o Paulo (USP) and former president of the Technological Research Institute (IPT).<\/p>\n<\/div>\n

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Today, China dominates nearly the entire global rare earth supply chain, from production to processing. Brazil holds the world\u2019s second-largest reserves but still plays only a minor role in production. The country\u2019s only commercially operating mine, run by Serra Verde in Mina\u00e7u (Goi\u00e1s), began operations in 2024 and aims to produce 5,000 tonnes of rare earth oxides per year.<\/p>\n<\/div>\n

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Last year, global rare earth oxide production totaled 390,000 tonnes, with China accounting for 270,000 tonnes, or about 70% of the total, according to the U.S. Geological Survey (USGS).<\/p>\n<\/div>\n

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Under China\u2019s new rules, which will further tighten its grip on critical minerals, foreign companies will need Beijing\u2019s approval to export magnets that contain even trace amounts of rare earth materials of Chinese origin, or that were produced using Chinese extraction, refining, or magnet manufacturing technologies.<\/p>\n<\/div>\n

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Klaus Petersen<\/strong>, Brazil country manager for Viridis, said the company\u2019s stock likely rose in response to the pressure China has been putting on the West. He noted that this environment makes rare earth companies, including those still in pre-operational stages, appear as potential future alternatives to China\u2019s monopoly.<\/p>\n<\/div>\n

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\u201cChina has increased export restrictions on rare earths, setting conditions such as knowing where the material is going and whether it will be used for military applications, which they oppose but can\u2019t fully control,\u201d Mr. Petersen said. \u201cEveryone wants this material, especially for defense, not to mention electric vehicles. In any case, China has shut its doors even tighter, putting pressure on the entire Western world.\u201d<\/p>\n<\/div>\n

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Viridis\u2019s project lies on the geological structure of an ancient volcano in the Po\u00e7os de Caldas Alkaline Complex in Minas Gerais, with an expected average production of 9,400 tonnes of rare earth oxides per year, extracted from ionic clays that concentrate these elements.<\/p>\n<\/div>\n

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For Marcelo Carvalho, CEO of Meteoric, the recent rally in the company\u2019s shares will not necessarily accelerate investment decisions for its project, also located in the Po\u00e7os de Caldas complex. Meteoric expects to produce 13,600 tonnes of rare earth oxides per year.<\/p>\n<\/div>\n

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\u201cOur investment depends on hitting certain milestones, such as environmental licensing and economic feasibility studies, which aren\u2019t market-driven,\u201d he said. \u201cOf course, investor appetite grows, but the timing doesn\u2019t change much.\u201d<\/p>\n<\/div>\n

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Mr. Carvalho added that investors are closely watching U.S. dependence on Chinese rare earths. \u201cWhen the market sees restrictions, it invests in what could break those restrictions in the future,\u201d he said.<\/p>\n<\/div>\n

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As Valor reported in September,\u00a0Viridis and Meteoric are pursuing strategies to diversify both financing sources and future buyers<\/a>\u00a0for their production, seeking paths that reduce exposure to Chinese influence.<\/p>\n<\/div>\n

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Aclara and Brazilian Rare Earths did not comment before publication.<\/p>\n<\/div>\n

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Aclara\u2019s project is located in Goi\u00e1s, and, in September, the company secured a commitment of up to $5 million from the U.S. International Development Finance Corporation (DFC) to fund its feasibility study in Brazil.<\/p>\n<\/div>\n

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Brazilian Rare Earths\u2019s project is located in Bahia, and the company announced this week it had raised 120 million Australian dollars (US$78 million) to accelerate the development of its rare earth initiatives in the country.<\/p>\n

*By\u00a0Michael Esquer\u00a0\u2014 S\u00e3o Paulo<\/p>\n

Source: Valor International<\/p>\n

https:\/\/valorinternational.globo.com\/<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Shares of foreign companies with projects in Brazil surge; some reach record highs       10\/17\/2025\u00a0 Shares of foreign mining companies with rare earth projects in Brazil have risen since Thursday (9), following China’s announcement that it would impose stricter controls on exports of the group of elements. 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