Overview

• Hancock Prospecting invested $11.5 million this week in St George Mining, which is advancing a rare‑earth and niobium project in Brazil.
• Rinehart holds matching 8.5% stakes in MP Materials and Lynas Rare Earths and also has a position in Arafura Resources.
• MP Materials has climbed nearly 500% year to date to about $95, supported by U.S. government funding to rebuild a domestic supply chain.
• Lynas shares are up roughly 225% this year to $13.90, and the company announced a partnership with Texas‑based Noveon Magnetics to produce permanent magnets for U.S. defense and commercial customers.
• Investors have revalued non‑Chinese rare‑earth producers as Beijing tightens critical‑minerals exports and Washington signals new tariff measures in the deepening trade dispute.