Skillings Minings Review

The project advances US magnet manufacturing while a separate government-backed offtake structure supports Serra Verde’s Brazilian rare earth production, strengthening USA Rare Earth’s position across the supply chain. USA Rare Earth has broken ground on a $1.2 billion rare earth metal and permanent magnet manufacturing facility in Blacksburg, South Carolina, following completion of its acquisition of Brazil’s Serra Verde Group on 3 September 2026.

India expects to finalise its critical minerals stockpiling policy within about a month, as planned processing parks and a ₹1,500-crore recycling scheme support efforts to strengthen domestic mineral supply chains. India expects to finalise its critical minerals stockpiling policy within about a month, Mines Secretary Keshav Chandra said on 9 October 2026.

Standfirst: An industry-backed study projects higher exploration investment and accelerated mine development if Canada broadens tax eligibility for feasibility work. The potential gains depend on policy design, investor response and whether additional exploration leads to commercially viable mines.

Standfirst: A US$5 million-plus expansion aims to scale secondary rare earth supply, with feedstock access, processing economics and downstream demand determining its commercial impact. Paladin EnviroTech is investing more than US$5 million to expand its rare earth recovery operations in Ohio, targeting annual capacity of 150 metric tonnes as the United States seeks additional domestic sources of magnet-critical materials.

Greenland Mines has brought two mineral projects with different commodity profiles under one corporate strategy: the Sarfartoq rare-earth project in southwest Greenland and the Skaergaard palladium-platinum-gold project in the southeast. The consolidation broadens the company’s exposure to critical minerals, but the projects face different technical, financial and infrastructure challenges.

The US government’s US$12 billion Project Vault aims to protect manufacturers from critical minerals shortages. But the aerospace industry warns that stockpiling could increase competition for scarce materials, raise procurement costs and add market volatility. The programme’s impact will depend on which minerals it buys, where those materials come from and how manufacturers can access the reserve during supply disruptions.

Zambia and the United States have signed a five-year health-financing agreement worth $2.49 billion in combined commitments. Negotiations over a separate minerals framework continue, leaving the terms of potential mining-sector cooperation unresolved. The United States and Zambia signed a five-year health agreement on October 8, 2026. The agreement provides for $1.514 billion in planned US health assistance and $975 million in additional Zambian health spending.

A critical-minerals processing plant requires significant upfront capital. Increasingly, U.S. states want to influence where that investment lands. The competition is no longer only about mineral deposits, labor or electricity costs. States are using tax credits, grants, infrastructure programs and permitting reforms to attract processing and manufacturing capacity. Missouri offers one of the clearest examples.

The U.S. Department of War has begun operationalizing FORTRESS America, a new framework for strengthening defense resilience. The program brings energy, supply chains, strategic reserves, military installations and communications into one policy structure. For the critical-minerals industry, the important question is not whether Washington considers minerals strategic. It already does. The bigger question is what the Pentagon will do with that priority. The Sept.

Critical Minerals Mining Finance & Capital Flows Policy & Strategic Risk North America Critical Minerals Intelligence America’s only fully integrated rare earth producer has begun shipping permanent magnets to General Motors from Fort Worth, Texas — completing a domestic mine-to-magnet supply chain that didn’t exist five years ago.