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Driven by the Clean Energy Revolution

Reuters: US auto suppliers say immediate action needed on China rare earths restrictions

Reuters: China's rare earth export curbs hit the auto industry worldwide

CNBC: China’s rare earths restrictions are a lot bigger issue than people realize

The world is waking up to what we've known for years.
Rare earths aren’t just “strategic”—they’re foundational.

China's rare earth export curbs have triggered production shutdowns at European auto supplier plants

U.S. industry leaders, including Wells Fargo’s Colin Langan, have warned that these restrictions are “a lot bigger issue than people realize”, particularly for EVs and clean-tech manufacturing

U.S. auto suppliers have called for immediate action to secure alternative supplies and processing capacity

At RareX, we’re not just watching this unfold—we’re in it and active:

✅ Our Cummins Range project is one of Australia’s largest undeveloped rare earth deposits (now also containing gallium and scandium—positioning RareX as one of the few ASX-listed companies with a multi-critical-mineral development asset.)
✅ We are collaborating with Iluka Resources to acquire the Mrima Hill project in Kenya—one of the world’s largest undeveloped rare earth deposits
✅ Our exploration portfolio targets heavy rare earths, niobium and gallium in known mineralised systems and alkaline intrusive complexes
✅ We hold strategic positions in rare earth, copper and lithium companies: CREC, C1X and KCC

RareX was founded on a clear assumption:
That rare earths would become critical, would enter structural supply deficit, and that strategic diversification would be essential to break single-nation dominance.

The events unfolding this week are that thesis in motion.

We’re not reacting. We’re already moving.

#CriticalMinerals #RareEarths #Gallium #Scandium #CumminsRange #Iluka #MrimaHill #StrategicMetals #Geopolitics #SupplyChainSecurity #RareX

RareX Positioned for the Global Realisation That Rare Earth Supply Chains Need Strategic Diversification