ARU
Director Trades
| Date | Director | Value |
|---|---|---|
| 2/10/25 | Ian Murray | $100,000 |
| 2/10/25 | Darryl Alfred Cuzzubbo | $150,000 |
| 2/10/25 | Michael John Spreadborough | $50,000 |
| 10/10/25 | Mark Southey | $30,000 |
Company News
ASX Players With North American Exposure Could Benefit as China Tightens Rare Earth Export Controls
China has dramatically expanded its export controls on rare earth elements, adding five new materials and a raft of refining technologies to its restricted list in a move that tightens Beijing’s grip on global supply chains for critical minerals. The latest measures, announced Thursday by China’s Ministry of Commerce, introduce new licensing requirements for the […]
Which ASX Stocks Could Benefit as Rare Earth Prices Surge on Tightened US Supply Chains?
Prices of neodymium and praseodymium (NdPr) oxides – two rare earth elements essential for super-strong magnets – have surged to their highest levels in more than two years. The rally follows US rare earth producer MP Materials halting raw material exports to China, creating a significant gap in supply. China currently controls around 90% of […]
Apple–MP Materials Deal Underscores Strategic Value of Rare Earth Recycling and Boosts Spotlight on Local Contenders
In a move that cements the critical importance of rare earth supply chains, MP Materials saw its stock jump over 20% overnight after announcing a landmark $500 million partnership with Apple to develop a dedicated rare earth recycling line. The deal, which includes long-term supply commitments and investment in MP’s flagship magnetics facility in Fort […]
US Defence Deal with MP Materials Puts Spotlight on Critical Minerals—and Australia’s Emerging Role
One of the most prominent trends shaping global equity markets in 2025 is the sharp rise in investor interest in the defence sector. This has been especially fuelled by mounting geopolitical tensions and an increasingly strategic view on supply chain security. Nowhere is this more evident than in the US, where the Department of Defense […]
Arafura signs five-year offtake deal with Traxys Europe for NdPr oxide from Nolans project
Arafura Rare Earths (ASX: ARU) has signed a binding 100-tonne-per-annum (tpa), five-year offtake agreement with commodity trader Traxys Europe. Arafura will supply Traxys with neodymium-praseodymium (NdPr) oxide from its Nolans project in Australia, with an option for a further 200tpa at Arafura’s discretion. Neodymium and praseodymium are two rare earth elements crucial for manufacturing strong […]
Arafura Rare Earths secures $200m in NRFC support for Nolans project development
Arafura Rare Earths (ASX: ARU) has received further government support for its Nolans project with the signing of a binding term sheet for $200 million with the National Reconstruction Fund Corporation (NRFC). The company says the receipt of the convertible notes is a key milestone in its strategy of securing government seeded funds. In March […]
Australian government throws its weight behind rare earths with massive funding boost
Arafura Rare Earths’ (ASX: ARU) development plans to deliver Australia’s first combined rare earths mine and refinery in the Northern Territory have received a major boost with the federal government to provide $840 million in new funding. The government support for the rare earths development at Arafura’s Nolans Project was revealed during a visit to […]
Australia’s big banks eyeing investments in critical minerals
As Australia’s bankers cast a concerned eye over the nation’s mortgage market in the face of the Reserve Bank’s ever rising interest rate strategy, there appears to be a turnaround in their feelings about backing the country’s mining industry – and critical minerals in particular. Australia’s bankers have been singled out over the past year […]
Critical metal confusion, but here’s a small stock starter guide
Everyone knows (or should know) that critical and energy transition metals are one of the great investment themes of the decade but not everyone knows where to start building a portfolio of small stocks with growth potential. One of the problems in tackling a group of metals which have suddenly hit the headlines after lying […]
Australian billionaires are investing in energy
Invest like the rich is advice, which nearly always works, because most rich people have a knack for growing their fortunes – something small investors can learn from the latest financial adventures of three mining billionaires. Amassing a collective fortune of more than $65 billion, Gina Rinehart, Andrew Forrest and Chris Ellison have generated the […]