lynas rare earths

Rare earths prices have hit 3-year highs amidst a tightening market — but ASX rare earths stocks are lagging. Should investors buy the dip?

Australia is fast becoming a key player in the AI supply chain, fuelling the semiconductor boom with its rare earths and critical minerals

Insiders are showing that the biggest breadcrumbs in the resource industry are leading to Rare Earths.

ASX-listed Brazilian Rare Earths is widely considered a potential takeover target as fund manager Regal builds a position on the register.

According to geologist James Cooper, the ‘Greenland Grab’ is all about resources and an escalation in US strategy to secure supply chains.

Aussie shares dipped into the red by the close but there were several bright spots including critical minerals and gold stocks.

Some major brokers are considering the possibility rare earths prices have stabilised, so we review the three main ASX rare earths stocks.

Lacaze’s bullishness is good news for ionic clay rare earths explorers, including newcomer Equinox, which has a land big position in Brazil.

Plus, Antipa’s juicy inventory and Sunstone’s bumper discovery hole of 177m at 1.1gpt AuEq highlight big upside in gold-copper juniors.

Rare Earth outlook has deflated rapidly in March, but with the likes of Twiggy and Gina Reinhart backing the sector, now is the time to buy