The desk
Filter the universe. Sort by pulse, contained MagREO, cap, or next catalyst. A listing is not vitality.
52 names
$3.8B · $15.14 · Processors & magnets
86MPMP MaterialsNYSEProducerDoD / DoW$11.0B+9.1%30 Nov 2026 · First Mountain Pass Dy/Tb production$11.0B · $60.05 · Producers
80USARUSA Rare EarthNasdaqMagnetsHREE$4.7B+10.2%28 Aug 2026 · Serra Verde shareholder vote$4.7B · $19.29 · Development / financing
77LYCLynas Rare EarthsProducerHREEPrice floor$12.0B+2.1%15 Dec 2026 · Malaysia HREE facility progress vs A$294m budget$12.0B · A$16.40 · Producers
76ARAAclara ResourcesHREEIonic clayDFS / FS$714M+5.9%1 Dec 2026 · Dynamo separation FS (guided Q4 2026) and Carina early works$714M · C$3.96 · Development / financing
76VLTAVolta MetalsNasdaq pathOTCQBPEA$28M-3.8%15 Nov 2026 · Springer PEA (guided year-end 2026) and Phase 2 resource drilling$28M · C$0.250 · Economic studies
73ARUArafura Rare EarthsFIDConstructionOfftake$937M0.0%15 Sept 2026 · Nolans construction start (September 2026)$937M · A$0.210 · Development / financing
71NBNioCorp DevelopmentsNasdaqDFS / FSEXIM / DFC$520M+2.4%1 Nov 2026 · Project finance / EXIM path after 2026 FS$520M · $4.85 · Economic studies
65UCUUcore Rare MetalsDoD / DoWHREEOTCQB$210M+4.1%1 Dec 2026 · Commercial RapidSX train / feedstock binding$210M · C$1.85 · Development / financing
65ILUIluka ResourcesConstructionEFA / AustraliaProducer$2.2B-0.6%1 Mar 2027 · Eneabba commissioning vs 2027 oxide$2.2B · A$6.40 · Processors & magnets
60TREOTactical ResourcesNasdaq$85M-1.7%1 Dec 2026 · Maiden resource / lease option close on Sierra Blanca Quarry$85M · $7.05 · Exploration
57MKAMkango ResourcesRecycleOTCQBDFS / FS$85M+3.1%1 Dec 2026 · HyProMag US/UK commissioning tonnes$85M · £0.220 · Development / financing
57ASMAustralian Strategic MaterialsGov supportMagnets$240M+0.5%30 Sept 2026 · ASM–Energy Fuels scheme implementation$240M · A$1.05 · Development / financing
55RBWRainbow Rare EarthsDFS / FSHREEGov support$145M+1.5%15 Dec 2026 · Project finance / offtake on Phalaborwa plant$145M · £0.160 · Development / financing
55ARRAmerican Rare EarthsPFSOTCQBNasdaq path$155M+1.6%1 Dec 2026 · Halleck Creek PFS / starter-pit design$155M · A$0.320 · Economic studies
54NEONeo Performance MaterialsMagnetsProducer$680M+1.2%1 Nov 2026 · European capacity / sintered vs bonded mix$680M · C$18.40 · Processors & magnets
53MEIMeteoric ResourcesIonic clayHREEOfftake$438M+5.0%1 Dec 2026 · Permitting / DFS prints and offtake conversion$438M · A$0.210 · Development / financing
53IXRIonic Rare EarthsRecycleIonic clayHREE$95M0.0%1 Nov 2026 · Belfast commercial offtake / scale-up$95M · A$0.012 · Development / financing
53DTRDateline ResourcesOTCQBDFS / FS$180M+2.5%1 Dec 2026 · Colosseum REE drill tests / gold construction path$180M · A$0.110 · Economic studies
52BREBrazilian Rare EarthsIonic clayPEA$804M+3.2%1 Oct 2026 · Follow-through on Aug 2026 scoping study and offtake talk$804M · A$2.85 · Economic studies
52LINLindian ResourcesConstruction$190M+2.8%1 Dec 2026 · Financing / offtake / starter-plant FID$190M · A$0.180 · Development / financing
51REEMFRare Element ResourcesOTCQBGov supportU/Th flag$720M-39.8%1 Dec 2026 · Upton demo results / permit path$720M · $1.11 · Economic studies
51NMINamibia Critical MetalsHREEGov supportPFS$22M0.0%1 Dec 2026 · JOGMEC-funded study / offtake conversion$22M · C$0.080 · Economic studies
51METCRamaco ResourcesNasdaq$780M+1.8%1 Dec 2026 · Brook Mine PEA / third-party met$780M · $14.20 · Resource definition
50NTUNorthern MineralsHREEGov support$130M+2.9%1 Dec 2026 · Commercial plant financing$130M · A$0.035 · Development / financing
50LKYLocksley ResourcesOTCQB$28M-5.3%15 Nov 2026 · Mojave drill results that support a maiden resource$28M · A$0.055 · Exploration
49DEFNDefense MetalsPFSOTCQB$55M+4.8%1 Dec 2026 · FS decision / offtake$55M · C$0.220 · Economic studies
49ARECAmerican Resources / ReElementNasdaqRecycle$120M+6.2%1 Dec 2026 · Qualified separated oxide / magnet-maker offtake$120M · $1.35 · Processors & magnets
49TERANeoTerra GroupPFSGov support$12M0.0%15 Dec 2026 · USTDA-funded Monte Muambe PFS$12M · £0.022 · Economic studies
45IDRIdaho Strategic ResourcesNYSEProducer$240M+2.0%1 Dec 2026 · Any REE resource print that is more than a land grab$240M · $18.50 · Producers
43VTMVictory MetalsPEA$110M+4.4%1 Nov 2026 · PEA / met that splits MagREO vs scandium$110M · A$0.950 · Resource definition
43HASHastings Technology MetalsDFS / FS$75M-1.2%1 Dec 2026 · Financing that actually closes$75M · A$0.280 · Development / financing
43PREPensanaDFS / FS$90M+0.8%1 Dec 2026 · Longonjo financing / offtake$90M · £0.240 · Development / financing
39VMMViridis MiningIonic clayHREE$95M+3.7%1 Dec 2026 · PEA / offtake process$95M · A$0.550 · Resource definition
38GMAGeomega ResourcesRecycleGov support$28M+2.9%1 Dec 2026 · Commercial recycle offtake$28M · C$0.180 · Development / financing
35ABXABx GroupIonic clayHREE$22M+1.4%1 Nov 2026 · Resource update / met$22M · A$0.070 · Resource definition
35EMETCanamera Energy MetalsIonic clayHREEOTCQB$12M-5.3%1 Nov 2026 · Patos option close / DD drill MagREO split$12M · C$0.200 · Exploration
34PNNPower MineralsU/Th flagOTCQB$25M0.0%1 Dec 2026 · Current MRE / Th-MagREO split at Morro do Ferro$25M · A$0.240 · Resource definition
32EMATEvolution Metals & TechnologiesNasdaqMagnets$2.5B-2.1%1 Nov 2026 · Sited, permitted, financed US plant — or a retraction of capacity claims$2.5B · $8.40 · Processors & magnets
30CCECommerce ResourcesPEAU/Th flag$18M0.0%1 Mar 2027 · PFS / infrastructure plan$18M · C$0.090 · Economic studies
30CRICritica$35M0.0%1 Dec 2026 · Met / MagREO split$35M · A$0.022 · Resource definition
30PMAXPowermax MineralsOTCQB$7.0M+17.5%1 Dec 2026 · First drill / geochem that is more than a claim map$7.0M · C$0.160 · Exploration
29APIAppia Rare Earths & UraniumU/Th flagOTCQB$16M+0.2%1 Dec 2026 · Anything that looks like a bulk resource rather than a vein$16M · C$0.190 · Exploration
28MTTAMeta Critical MineralsOTCQB$14M+2.1%1 Dec 2026 · Lake Owen work that is actually REE, or a silica offtake$14M · C$0.150 · Exploration
28AREEAutomata Rare EarthOTCQBU/Th flag$1.4M+2.6%1 Dec 2026 · Oculus confirmation sampling / first holes — not Burnt Pond copper metres$1.4M · C$0.180 · Exploration
27OD6OD6 MetalsIonic clay$14M+1.8%1 Dec 2026 · Met / MRE that splits MagREO$14M · A$0.055 · Exploration
26SMYSearch MineralsPEA$14M0.0%1 Mar 2027 · JV / mill financing$14M · C$0.040 · Economic studies
22AVLAvalon Advanced Materials$25M0.0%1 Jan 2027 · A process plant that is financed, not announced$25M · C$0.040 · Resource definition
22REEE-Tech Resources$8.0M0.0%1 Dec 2026 · Maiden resource$8.0M · C$0.060 · Exploration
21QREEQuebec Rare Earth Elements$4.0M0.0%1 Dec 2026 · Moose drill / maiden resource$4.0M · C$0.070 · Exploration
20USCMUS Critical MetalsOTCQB$8.0M+2.1%1 Jan 2027 · A remaining asset that is actually rare earths — or a clean pivot$8.0M · C$0.140 · Exploration
17VMLVital Metals$12M0.0%1 Jun 2027 · A recapitalisation that is more than survival$12M · A$0.004 · Resource definition
Prices are last-close snapshots ($15.14 UUUU-style tape, not live). Open a name for the catalyst write-up. MagREO sort puts names with no basket last.
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