Brazilian Rare Earths Discovers Ultra-High-Grade Corridor, Advances Processing

  • Brazilian Rare Earths (BRE) has discovered a new parallel ultra high-grade rare earth corridor at its Monte Alto project, extending the strike to over 1.2 km.
  • Ore sorting tests demonstrated a grade enrichment of over 2x (from 12.4% TREO to 27% TREO) and recoveries of ~96-99%.
  • The company secured a Trial Mining Licence allowing production of up to 2,000 tonnes per annum of direct-ship product.
  • Metallurgical testing validated a low-temperature acid-cure process at 150°C, achieving 97% rare earth recovery.
  • Exploration at the Sulista district has expanded the strike length to +17 km, revealing multiple mineralized corridors.

Brazilian Rare Earths' discoveries significantly enhance the global supply chain for critical minerals, particularly neodymium and praseodymium (NdPr) essential for electric vehicle magnets and defense applications. The ore sorting and low-temperature processing advancements represent a potential shift towards more sustainable and cost-effective rare earth extraction, reducing reliance on traditional, energy-intensive methods. The company's progress is occurring at a time of heightened geopolitical focus on securing critical mineral supply chains, potentially attracting increased investor interest and government support.

Resource Validation
The upcoming JORC-Compliant Mineral Resource Estimate for Monte Alto will be crucial in validating the scale of the discovery and its economic viability, particularly given the high-grade nature of the mineralization.
Processing Scalability
The success of the low-temperature acid-cure process at a 15 kg scale needs to be confirmed at a commercial scale to ensure cost-effective and sustainable production.
Permitting Timeline
The submission of the Economic Development Plan to ANM in Q2 2026 will be a key indicator of the project's progress towards full commercial operations and the potential for delays.