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14 names
$4.7B · $19.29 · Development / financing
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
73ARUArafura Rare EarthsFIDConstructionOfftake$937M0.0%15 Sept 2026 · Nolans construction start (September 2026)$937M · A$0.210 · Development / financing
65UCUUcore Rare MetalsDoD / DoWHREEOTCQB$210M+4.1%1 Dec 2026 · Commercial RapidSX train / feedstock binding$210M · C$1.85 · Development / financing
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
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
52LINLindian ResourcesConstruction$190M+2.8%1 Dec 2026 · Financing / offtake / starter-plant FID$190M · A$0.180 · Development / financing
50NTUNorthern MineralsHREEGov support$130M+2.9%1 Dec 2026 · Commercial plant financing$130M · A$0.035 · Development / financing
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
38GMAGeomega ResourcesRecycleGov support$28M+2.9%1 Dec 2026 · Commercial recycle offtake$28M · C$0.180 · Development / financing
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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